Create and manage resource plans for a demand
As a resource requester, find the availability of the resources, and create and manage the resource plans for a demand.
Before you begin
Role required: it_demand_manager
About this task
- Resource grid
- It is the top section on the page that enables you to:
- Create resource plans for a demand. You can create a resource plan at a group, role, or user level.
- View and manage all the resource plans for the demand in one place.
- View resource allocations for each resource plan in a grid view.
Use the grid view on the page to:- Edit the planned and allocated hours inline without opening the record in a form.
- Expand or hide certain columns as per your requirement.
- Resource Finder
- The section is available at the bottom of the page. The section is hidden by
default and can be made visible by clicking resource finder icon (
) in the top right of the page. It enables you to:- Search the resources and their availability. You can search the resources by group, role, or user.
- Add resource plans for the searched resources to the demand.
When you select a resource plan in the resource grid section, the availability details of that resource are displayed in the resource finder section. For example, if a group resource plan is selected, the availability details of the group and its members is displayed in the Finder section. When you change the selection, the finder is automatically updated based on the current selection.
Procedure
-
Click the Resource Plans related list and click
Manage.
- To create a resource plan, click New.
- To view the allocations in weekly or monthly format in the grid, click
Week or Month
button.
The time duration in the grid is displayed based on the earliest start date of the demand or resource plans, and the last end date of the demand or resource plans.
- To view the allocations in hours, FTE, or person days format in the grid, click Hours, FTE, or Person Days option in the list. The selected option changes the grid view in both the resource grid section and resource finder section.
- To search the resources and create a resource plan for them,
click the resource finder icon (
). - To show or hide certain columns from the grid view, click the
configuration icon (
). Hiding or displaying an item column does not update the
table. Grouped columns cannot be hidden. - To view the resource allocations at user level, expand a resource plan in the grid. The user level allocations are listed only for Group and Role resource plans.
- To edit the planned and allocated hours inline in the grid, double-click a row. You can update the planned hours for future period for resource plans in Requested, Confirmed, and Allocated state.
- To view and update the resource plan details in a form, click the
information icon (
) in the beginning of the resource plan row. - To request a resource plan, in the Actions
column, click the actions icon (
) and select Request. - To delete a resource plan, in the Actions column,
click the actions icon ( ) and select Delete.
- To request all the resource plans created for the demand, in the
Actions column, click the actions icon (
) in the demand row and select Request
All. The icon is enabled when at least one of the listed
resource plans for the demand is in the Planning or Rejected state.