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Resource Management reference › Resource Management classic › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Resource Plan related links and lists

Use the resource plan related links and list to clone the resource plan details, view resource workbench, update cost plans, recalculate resource costs, or work on the modifying the request allocations.

FieldDescription
Copy Resource PlanCopies the opened resource plan into a new resource plan.
Update Cost Plan

If you are using Project Portfolio Management, resource plans automatically create cost plans for a project or demand.

Whenever you update the resource plan, click Update Cost Plan to keep the cost plan up-to-date.

Note: The cost plan associated to a resource plan is also automatically updated when the resource plan is updated.

Recalculate Resource CostRecalculates the resource costs of the resource plan whenever the hourly rates change in the rate model to keep the costs up-to-date.
  
Requested Allocations

List of requested allocations for the resource plan.The number of requested allocation records created depends on the value of the Allocation type field. For example, if a resource is requested from January 1 to March 31, the following requested allocation records are created for each type:

  • Monthly: 3 allocation records, one for each month.
  • Weekly: 14 allocation records, one for each week with Monday being the first day of the week.
  • Plan duration: Only 1 record for the entire planned duration.
Resource AllocationsList of resources allocated to the plan.
Resource Plan LogsLists any error or warnings that might occur during resource allocation.

Parent Topic:Resource Management reference