Confirm a Plan

About this task

You can confirm a plan for resources.

To confirm the plan:

Procedure

  1. From the navigation bar, choose Outbound > Resource Planning. The Resource Planning Capacity Search screen displays.
  2. In the start date field, enter the date for which you want to begin planning resources.
  3. In the # of days field, enter the total number of days for which you want to plan resources.
  4. Next to the Show Demand and Capacity Data in field, choose the unit of measure in which you want the capacity and demand to be displayed.
  5. Check the box "Consider Pending Task", if you want to consider the pending tasks to be completed as a backlog for the chosen date.
  6. Click Search. The Resource Planning Screen displays.
  7. Click on the View Details action. The Planning Summary screen displays.
  8. Click Confirm Plan.