Move a resource plan

  • Release version: Xanadu
  • Updated August 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.

    About this task

    Important:
    Allocation workbench is being deprecated starting Xanadu release. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

    Resource Managers are encouraged to use the Resource Management Workspace to allocate, approve, and manage resource assignments. Resource Management Workspace is a dedicated workspace view for Resource Managers where you get the insights about unassigned tasks, heatmap view of resource bandwidth, custom view to handle priority resource assignment requests, and so on.

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

    Before you begin

    Role required: resource_manager

    Procedure

    1. Navigate to All > Resource > Resource Workbench > Allocation Workbench.
    2. On the Allocation Boards page, select the allocation board whose resource plans you want to manage.
    3. Select a group, role, user resource plan in the resource grid.
    4. Select the Actions icon (Actions icon) on the resource plan that you want to move, and select Move Resource Plan.
    5. In the To field of the Move Resource Plan window, select the time period to which the allocations must be moved.
    6. 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.