Move a resource plan

Release version: Washingtondc

Updated February 1, 2024

1 minute to read

Move a resource plan and its allocations to a future date for a group, role, or user resource plan.

Before you begin

Role required: resource_manager

This option is available only for a planning, requested, confirmed, or allocated resource plan.

Navigate to All > Resource > Resource Workbench > Allocation Workbench.
On the Allocation Boards page, select the allocation board whose resource plans you want to manage.
Select a group, role, user resource plan in the resource grid.
Select the Actions icon () on the resource plan that you want to move, and select Move Resource Plan.
In the To field of the Move Resource Plan window, select the time period to which the allocations must be moved.
Select Update.

The dates of the moved resource plan and its allocations are updated, and the state of the plan and booked resources are retained.