Update an Approved Resource Plan

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.

When the original and new scenario are in different planning periods, allocations from the original scenario are copied to the corresponding time phase buckets in the new scenario. For buckets outside the range of the original scenario, demand data from the project is duplicated to allocations in the new scenario.

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  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Resources, and then select Resource Planning.
4. On the Resource Planning page, select the approved scenario  menu, and select Duplicate.
5. 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. The planning period for the new scenario can be set to current or future planning years.

6. Select Duplicate.
7. 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.