Create allocations

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

    • Resource managers can create allocations using the Resource Allocations related list.

    Antes de Iniciar

    Role required: resource_manager

    Procedimento

    1. Navigate to All > Resource > Resource Plans > Requested.
    2. Open a resource plan.
    3. In the Resource Allocations related list, select New.
    4. On the Resource Allocation form, fill the fields.
      For a description of the field values, see Resource Allocation form.
    5. Select Submit to save the record and return to the resource plan.

    O que Fazer Depois

    In the resource plan form, select Confirm or Confirm and Allocate to move the resource to the Confirmed or Allocated state.