Search only in titles

---

Update an Approved Resource Plan

Plan > Build a Portfolio Resource Plan > Resource Plan Approval Process Overview

When it is determined that an approved portfolio resource plan must be revised, an identical scenario can be created by duplicating the approved plan. The new scenario can then be updated as needed. The approved plan will remain in the Approved state until the new scenario has been approved.

To update an approved resource plan:

1. In the object selector, select a portfolio.
2. In the sidebar, hover over  Resources, and select Resource Planning.
3. On the Resource Planning page, select the approved scenario  menu, and select Duplicate.
4. In the Duplicate Scenario dialog box, select the Scenario Type, enter a name for the updated plan, and select the Planning Period.

   Note: When duplicating across types, resource to budget or conversely, the default displayed planning year is the current planning year.

5. Select Duplicate.
6. Update the scenario.

Tips

• You can also duplicate a resource planning scenario from the  Manage Scenarios dialog box.
• When the status of the new scenario is set to Approved, the original approved resource plan is set to Retired.
• An approved resource plan can also be updated by selecting Revise Resource Plan from the Scorecard page.

---

Last Published Monday, June 24, 2024