{"id":114089,"date":"2018-05-04T15:58:01","date_gmt":"2018-05-04T19:58:01","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=114089"},"modified":"2023-03-28T12:19:14","modified_gmt":"2023-03-28T16:19:14","slug":"how-to-change-a-resource-plan-after-it-has-been-requested","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/about\/service\/ppm\/project-and-program-managers\/how-to-change-a-resource-plan-after-it-has-been-requested\/","title":{"rendered":"How to Change a Resource Plan After it has Been Requested"},"content":{"rendered":"

 <\/p>\n

Making small changes<\/h1>
\n

If you want to make a \u201csmall\u201d change to your resource plan, such as changing one or two months up or down simply add a note to the resource plan requesting that the Resource Manager adjust the plan. This will send an email notification to the RM with the content of your note.<\/p>\n

\"Resource<\/p>\n

It\u2019s always a good idea to follow up your note with a brief conversation with the Resource Manager.<\/p>\n

<\/div>\n<\/div>\n
\n

Increasing overall Resource Request<\/h1>
<\/span><\/p>\n

If you need to increase your requested allocations across the board, or extend the date the resource will be needed, add a note in the Resource Plan for the Resource Manager. The Resource Manager may update the allocations from the Resource Plan form or Resource Workbench. The Resource Manager may shift or extend the allocations using the \u2018Extend Resource Plan\u2019 button on the Resource form or by using the Resource Workbench \u2018Move Resource Plan\u2019 or \u2018Extend Resource Plan\u2019 3 dot Actions. The Resource Manager may cancel the existing plan and create a new one.<\/p>\n

<\/div>\n<\/div>\n<\/span>
\n

Re-planning Resource Plan<\/h1>
<\/span><\/p>\n

The resource manager can make changes to the plan and allocations on the project manager\u2019s behalf. If you prefer to, or need to re work the entire plan the approach will be different based on the state of the plan, see below.<\/p>\n

Make a change prior to the request being allocated<\/h2>\n

Prior to the Resource Plan being allocated, that is in a \u201cRequested\u201d or \u201cConfirmed\u201d state, add Notes to the resource request and let the resource manager know the changes you want to make.\u00a0 You can also cancel this request and create a new one.<\/p>\n

<\/h4>\n

Make a change after the request has been allocated, and before the start date<\/h2>\n

If the resource plan has been allocated and the start date is in the future you can ask the Resource Manager to cancel the plan. Once the resource manager cancels the plan the plan will be in a canceled state. The PM should then select \u201cRe-plan\u201d in the top right-hand menu.<\/p>\n

\"Re-plan<\/p>\n

This will move the plan back to the \u201cPlanning\u201d stage. You can then make adjustments to the plan and then resubmit the plan to the resource manager.<\/p>\n

Make a change after the request has been allocated, and after the start date<\/h2>\n

After the start date of the plan is in the past you will need to ask the Resource Manager to cancel the plan. Once the resource manager cancels the plan the plan will be in a canceled state. You can then make a copy of the plan by clicking the \u201cCopy Resource Plan\u201d under the related links. Then go to the copied plan via the link that will appere at the top of the canceled resource plan<\/p>\n

\"Resource<\/p>\n

\"Resource<\/p>\n

<\/div>\n<\/div>\n<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

 …<\/p>\n","protected":false},"author":8743,"featured_media":0,"parent":108395,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/114089"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/8743"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=114089"}],"version-history":[{"count":7,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/114089\/revisions"}],"predecessor-version":[{"id":144454,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/114089\/revisions\/144454"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108395"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=114089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}