Request extension of an allocated resource plan

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • As a project manager, you can request the extension of an allocated resource plan.

    Before you begin

    Role required: it_project_manager, resource_user

    About this task

    Assume that a project, which has resources allocated, gets delayed by one month. As a project manager, you can request for the extension of the resource plan if you need resources for the period. This option is available only when the resource plan is in the Allocated state.

    Procedure

    1. Navigate to All > Resource > Resource Plans > All.

      If you are accessing the resource plan from the Allocation Workbench, navigate to Resource > Resource Workbench > Allocation Workbench, and open the allocation board whose resource plan you want to extend.

    2. Open a resource plan and select Request Extension.
    3. On the Request Extension from, fill the fields.
      For a description of the field values, see Request Extension form.

    Result

    The end date of the resource plan is updated and the Extension field is set to Requested.

    What to do next

    Allocate resources for the extended period.