Resource Plan Delegates

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This article explains how the Delegates feature works in the OnePlan Resource Plans.

Important

You can only configure Delegates if Resource Managers are configured for your OnePlan site. See How do I set Resource Managers? for instructions.

Delegate Functions

If you have Resource Managers enabled in your OnePlan Environment, you can also configure Delegates who can perform the actions of a Resource Manager in their absence.

Delegates can add, review, replace, and fulfill resource allocations, just like a Resource Manager can.

Delegates will also receive any notifications of resource requests or comments on resource allocations for the plans (if set up as a Delegate on a plan-level resource plan) or resources (if they are set up as a Resource Manager Delegate in the configuration) they are a delegate for.

Setup Delegates

Delegates can be configured in the global Resource Plan, as well as for each plan-level Resource Plan.

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