Create New form

reference brazil Updated Sep 10, 2026 1 min read create-new-rsrc-wrkbnch-form.md
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Use the Create New form to create allocation boards.

Field

Description

Name

Unique name for the allocation board.

Type

Level from which you want to filter resources.- Demands/Projects: When selected, resources are filtered from demands and projects.

  • Group: When selected, resources are filtered from a group.
  • Group manager: When selected, all resources with pps_resource role are filtered.
  • Portfolio: When selected, resources are filtered from a portfolio.
  • Program: When selected, resources are filtered from a program.
  • Resource Plan: When selected, resources are filtered through the filter criteria and are not bound to any particular group, role, manager, portfolio, or program.
  • Role: When selected, resources are filtered from a role.
  • User manager: When selected, all resources with pps_resource role are filtered.

Depending on the value in Type field, a field appears to select the name of the record. For example, if Type is Group, a field Group appears where you can select the name of the group.

**Parent Topic:**[Resource Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/resource-management/rsrc-mgmt-reference.md)
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