Create New form
reference brazil Updated Sep 10, 2026 1 min read create-new-rsrc-wrkbnch-form.md
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.
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. |
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--- title: Create New form description: Use the Create New form to create allocation boards. locale: en-US canonical_url: https://www.servicenow.com/docs/r/it-business-management/resource-management/create-new-rsrc-wrkbnch-form.html release: brazil product: Resource Management classification: resource-management topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Resource Management reference, Resource Management classic, Project Portfolio Management, Strategic Portfolio Management] --- # Create New form Use the Create New form to create allocation boards. <table id="table_new_allocation_board"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Name </td><td> Unique name for the allocation board. </td></tr><tr><td> Type </td><td> 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. </td></tr></tbody> </table>**Parent Topic:**[Resource Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/resource-management/rsrc-mgmt-reference.md)
| title | Create New form |
| description | Use the Create New form to create allocation boards. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/resource-management/create-new-rsrc-wrkbnch-form.html |
| release | brazil |
| product | Resource Management |
| classification | resource-management |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Resource Management referenceResource Management classicProject Portfolio ManagementStrategic Portfolio Management |