Confirm a resource plan
As a resource manager, you can confirm or block the resources after a resource plan is requested. The resource plan must be in the Requested state to be confirmed.
Before you begin
Important: Resource plans in Resource Management will no longer be available for new customers from future releases.
You're encouraged migrate your existing resource plans to work on resource assignments which offers more flexibility and Create resource assignments in Resource Management Workspace using Resource Management Workspace or Project Workspace.
Resource managers can view and assign the unassigned resource assignments using Resource Management Workspace.
Role required: resource_manager
About this task
You can modify or cancel a resource plan that is in the Confirmed state.
For a resource plan with the resource type as group, you can confirm resources only if the specified group has active members.
Procedure
Navigate to All > Resource > Resource Plans > Requested.
Open the resource plan that you want to confirm and select Confirm.
Result
The resource plan moves to the Confirmed state and soft allocations are created.
Parent Topic:Resource plans
Related topics
Use Resource Finder to analyze resource availability
Create an operational 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
Request extension of an allocated resource plan
Allocate resources for the extended period