Resource Management

Add existing or new diagnostic scripts to scan the data in your application for any corruption. You can also attach fix scripts to rectify the corrupt or invalid data identified by the diagnostic script.

Create diagnostic features to evaluate an application feature and organize various diagnostic scans for an application. The diagnostic features appear in the target application and list all the diagnostic scans associated with the diagnostic feature for that application.

As a resource manager, you can allocate resources for the extended period.

Filter the unassigned work to view priority requests and assign them to resources. Quickly connect with the requester via Microsoft Teams to get additional insights and approve the assigned work using the inline editing feature.

Assign resource using the AI suggestions which match the skill-set and primary attributes requirements.

Resource events that aren’t part of a resource plan can be modified.

Any user with the resource_user role can open My Calendar to view, add, and modify their planned work, actual work, operational work, administrative tasks, and personal activities.

A resource event is a block of time that a resource spends on a task.

The ServiceNow Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization.

Resource plans are the key element in resource management.

Time zones are important in resource management when the users and groups doing the resource tasks are located in different locations.

Resource Management reports provide the resource requester and resource managers with resource allocations, availability, and utilization.

Understand the default schedules used in Resource Management and learn how to create your own custom schedules.

If a project or a project task is marked Closed, the project manager can cancel the associated future resource plans. Similarly, the demand manager can cancel the future resource plans for a Closed or Deferred demand.

If a project or a project task is marked Closed, the project manager can complete the associated Allocated resource plans. Similarly, the demand manager can complete the resource plans for a Closed or Deferred demand.

Configure whether the resource board in the Resource Management Workspace uses progressive disclosure to load users incrementally or loads all 200 users at once.

Configure the resource profiling score to adjust how the AI Resource Finder ranks candidates by modifying attribute weights in the CandidateProfileScoringConfigSNC script include.

Install the Resource Management Workspace application from the ServiceNow Store.

Install and configure Resource Management Workspace to manage efforts and allocations of your resources.

After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.

As a resource manager, you can confirm or block the resources after a resource plan is requested. The resource plan must be in the Requested state to be confirmed.

Copy an existing resource assignment to create one with inherited values, then adjust the fields before submitting. This reduces repetitive data entry when similar assignments recur across plans.

Create a diagnostics scan and map diagnostic feature with diagnostic and fix scripts. You can create a diagnostic scan to execute diagnostic scripts to check the health of data in your application. Use the fix scripts to rectify any corrupt or invalid data that the diagnostic scan identifies.

Use the Create New form to create allocation boards.

Fill in the following fields to create a operational assignment using Resource Management Workspace.

Create operational resource assignments to allocate a portion of team or resource capacity for operational work such as administration work, meetings, trainings, and so on.

Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.

Fill in the following fields to create a resource assignment using Resource Management Workspace.

Create an attribute-based resource assignment in the Project Workspace application for any project or project task.

Create and assign resource assignments and operation resource assignments from Resource Management Workspace.

Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand.

Define project-specific roles for team members based on their skills and competencies.

Create resource assignments to request a portion of team or resource capacity for project or demand.

Define and assign custom statuses for resource assignments to mark the assignments based on your organization requirements.

Delete a resource assignment from Project Workspace. Deleting an assignment also deletes all associated resource allocations.

Use the diagnostics Feature form to create a new diagnostic feature for a resource.

Use the Diagnostics Inputs form fields to specify a filter condition for a user.

Use the Diagnostic Scripts form to scan the data in your application for any corruption.

Use the Diagnostic form to create a diagnostics scan and map diagnostic feature with diagnostic and fix scripts.

Edit allocated efforts for tasks which have partial actual efforts logged directly from the grid view. This keeps reported time accurate without rolling back time entries through other channels.

Enable the property to work on attribute-based resource assignments to request efforts for your planning items.

End a resource assignment at a specific date to release a resource from a task before the planned end date. Future effort is removed and the heatmap updates to reflect the resource's availability.

Learn about the features, functionalities, and business value that the Resource Management Workspace provides.

Export your resource portfolio view in Resource Management Workspace as Microsoft Excel or CSV format to review or share the resource status with stakeholders, even if they don't have access to your instance.

Extend or reduce the duration of an assignment from the grid view in the Resource Management Workspace when the work duration shifts. The system updates the assignment dates and recalculates the allocated effort across the new date range based on the effort redistribution property.

You can extend the date of an allocated resource plan and allocate resources for the extended period.

Use the Extend resource plan fields to extent a resource plan for a project.

Manage resource allocations to change efforts, start and end dates, extend and so on to adjust resources based on their availability and the priority of the tasks.

Migrate the required Operational resource plans to attribute-based Operational resource assignments.

Activate the Migrate Resource Plans scheduled job to migrate resource plans, operational resource plans, and cost plans of your projects and demands. This job converts them to resource assignments and attribute-based cost plans.

Migrate resource plans and cost plans of your projects or demands to resource assignments and attribute-based cost plans. Then, work on the resource allocations and project financials using Project Workspace. The effort table automatically syncs with migrated resource assignments to ensure accurate capacity planning data.

Move a resource assignment to a different start and end dates depending on the availability of the resource.

use the New event form to add tasks, events, and appointments to your calendar.

After resource requesters create a resource plan, resource managers can confirm the resources to move the plan to the Confirmed state. Resource managers can then allocate resources to the plan and move it to the Allocated state.

Schedules classify time as work time and non-work time and can be associated with resources and with projects.

The resource plan is the key to understanding how resource management works.

The Resource Management application provides several properties to control allocations, schedules, and other settings.

When allocating resources, a resource manager might need to work with an administrator to add users to a group with pps_resource role.

Realign or synchronize the resource assignment dates with the project task dates. This synchronization helps to schedule and align the resource assignments with the timeline of project task.

Recalculate the resource costs of an individual resource plan for a project or demand whenever the hourly rates change in the associated rate model.

Reduce the duration of an allocated or confirmed resource plan and deallocate resources in one action without having to do it individually for each resource.

Resource management reports show resource allocation details in different formats for different time periods. Configure and use these reports according to your business requirements.

Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, the resource requester can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.

As a project manager, you can request the extension of an allocated resource plan.

Use Requested Allocation form to create a request for resource plans in Planning or Rejected state.

Description for the resource assignment form fields.

Activate and define a scheduled job to automatically terminate requested or allocated efforts based on the last working day of the resource.

Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.

Descriptions of dashboard widgets available in Resource Management Workspace for tracking resource allocation, utilization, and assignment status.

Reassign or unassign any assigned work from the Resource Management Workspace. You can group the resource board by primary attributes to identify the resources with same primary attributes.

Reference fields and form details for Resource Management Workspace.

Use the Resource Allocation form to resource allocations.

Use the Resource Event form to update resource even which is part of resource plan.

Use the resource form to create an operational resource plans.

Reference information to provide additional details about Resource Management such as the fields, user roles, tables, and guidelines.

The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.

Use the resource plan form tabs to create a resource plan.

Field descriptions for the resource plan form fields.

Use the resource plan related links and list to clone the resource plan details. You can also view resource workbench, update cost plans, recalculate resource costs, or modify the request allocations.

Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.

Use the Request Extension form to request extension of an allocated resource plan.

Use the Resource Role form to create roles for project team members.

Use the Resource Reports form to generate the resource reports.

Splitting a resource assignment at a specific date creates a resource assignment for the same user.

Resource managers can add events to user calendars.

Add tasks, events, and appointments to your calendar.

Resource managers can create allocations using the Resource Allocations related list.

If one resource is allocated to identically named tasks in two resource plans. Use the following procedure to specify the resource plan the time card should be allocated to.

If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.

Each event type is represented with a color. PPS admin can change the colors at any time.

After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it.

Events can be set to repeat on a regular schedule, such as every day, week, or month.

You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval.

Deleting a plan also deletes all associated resource allocations.

You can delete events you created at any time.

You can view resource reports that focus on resource availability, utilization, and allocations.

You can modify a resource event that you created.

You can modify a resource event that is part of a resource plan.

Resource managers can reject plans from the Resource Plan form or from the Resource Workbench.

Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.

After you create a resource plan, request resources from the resource manager.

If a resource plan is associated to a project, project task, or demand and has a related cost plan. Then, a requester or a resource manager can update the related cost plan after updating the resource plan.

View the calendar of a user to check availability.

From the Resource Manager view, you can update the resource aggregates for a specific time frame.

Use the allocation heatmap capability in Project Workspace to view and update the resource allocation.

Update a resource assignment that is associated with a project or project task.

From the Resource Manager view, update the capacity of a user for a specific duration. Based on the schedule of the user and the specified duration, the capacity of the user is accordingly populated in all resource aggregate tables.

Optimize project execution by assigning resources to tasks within the Project Workspace. You can create resource assignments for any project or project task, specifying the tasks to be performed and the resources to be allocated. Use the Resource Management application to allocate and manage your resources in the Project Workspace.

The Resource Management Workspace is presented as a new approach to assigning resources to outcomes. Resource Management Workspace integrates with Project Workspace, Strategic Planning, and Portfolio Planning enabling the portfolio stakeholders to create resource assignments for their work.

The Resource Diagnostics feature uses the Application Diagnostics Tool to detect corrupt data for a resource, such as duplicate aggregates for users, or dailies without a top task.

Create custom resource board views of persistent portfolios to view the current resource allocation and resource requests for all of your resources and work.

Filter unassigned tasks to view custom requests to match with your organization's priorities and planning, and assign them to resources.