CIS-PPM practice question 13 of 15

How does a project manager request a change to a resource plan in the requested state?

Full set: 60 questions
Answer options
A: Use notes on resource plan.
B: Email resource user.
C: Request change on resource plan Correct answer
D: Email resource manager
Correct Answer:
C. Request change on resource plan
Explanation

The resource plan workflow includes distinct states to manage the request and allocation process. When a project manager submits a plan, it moves to the 'Requested' state, pending review by a resource manager. If the project manager needs to make changes after submitting but before allocation, the correct in-platform action is to use the 'Request Change' UI action. This reverts the plan's state back to 'Planning', unlocking it for edits. The project manager can then modify the plan and re-submit the request.

Why Incorrect

A. Adding notes is for communication but does not change the plan's state or formally retract the request for modification.
B. Emailing the resource user is incorrect as the request is with the resource manager, and this is an out-of-band communication method.
D. Emailing the resource manager is an informal communication method; the system provides a formal UI action to manage this workflow step.

References

- ServiceNow Product Documentation, "Resource plan states". This document describes the lifecycle of a resource plan. For the 'Requested' state, it explicitly mentions the project manager's ability to recall the plan: "If the project manager wants to modify the plan, the project manager can click Request Change to move the plan back to the Planning state."

- ServiceNow Product Documentation, "Manage a resource plan". This guide details the actions available to project and resource managers, including the 'Request Change' function for project managers on plans in the 'Requested' state.

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