Request a change to a resource plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.

    Antes de Iniciar

    Role required: resource_user

    Por Que e Quando Desempenhar Esta Tarefa

    You can change the resource plans that are in the Requested or Confirmed state. To change the form fields of the plan, you first must request a change to the resource plan. However, you can adjust the requested allocations directly on the plan without requesting for a change. These adjustments are rolled-up to the resource plan.

    Procedimento

    1. Navigate to All > Resource > Resource Plans > All.
    2. Open a resource plan that is in the Requested or Confirmed and select Request Change.

    Resultado

    The resource plan moves back to the Planning state and has the form fields enabled to make the required changes.