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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Allocate resources for the extended period

As a resource manager, you can allocate resources for the extended period.

Before you begin

Role required: resource_manager

About this task

After a project manager submits a request to extend the allocated resource plan, the resource manager receives a message at the top of the resource plan. The resource manager then reviews and allocates resources for the extended period.

Procedure

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

  2. Open the resource plan.

  3. Confirm the extension in one of the following ways.

    • From the Resource Allocation related list, review and update the value for the Requested Hours, FTE, or Person Days fields.
    • Select Allocated in the Extension field.

Result

Resources are allocated for the extended period.

Any errors or warnings during allocations are logged in the Resource Plan Logs related list on the Resource Plan form. The log is generated if a resource is allocated over 24 hours for a given day. You can review these logs to take correct actions for further resource allocation.

Parent Topic:Resource plans

Related topics

Create a resource plan

Use Resource Finder to analyze resource availability

Create an operational resource plan

Request resources

Confirm a resource plan

Confirm and allocate a resource plan

Request a change to a resource plan

Recalculate costs of a resource plan

Update cost plan related to a resource plan

Complete an allocated resource plan

Cancel a resource plan

Delete a resource plan

Extend a resource plan

Request extension of an allocated resource plan

Reduce the duration of a resource plan

Time zones in resource plans

Associate a time card with a resource plan