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    • IT Business Management
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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Resource Management

    Resource Management

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    Resource Management

    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 managers use the application to allocate resources to tasks. The Resource Management application can be used in conjunction with any task on the platform, including project tasks, incidents, problems, or changes.

    Watch this four-minute video to learn about the purpose of Resource Management application, creating resource plans, requesting and allocating resources, and analyzing resource availability and capacity for maximum resource utilization.

    With the Resource Management application:

    • Resource requesters can create resource plans that specify group or user resources required by tasks. They can verify resource availability and make changes to their resource plans prior to requesting resources.
    • Resource managers can view availability, existing allocations, and utilization for the requested resources and make allocations based on resource availability.
    • Resource managers can perform what-if analysis by changing resource plan dates, resources, requested hours and proposed allocations to analyze impact on resource utilization and availability.

    The Resource Management application is activated as part of the PPM Standard.

    • Resource management process

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

    • Resource Management properties

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

    • Resource plans

      Resource plans are the key element in resource management.

    • Create requested allocations for a resource plan

      Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, resource requesters 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.

    • Resource allocation

      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.

    • Capacity planning overview

      Capacity Planning page provides resource managers with a comprehensive view of capacity, allocations, and utilization of resources. As a resource manager, you can use it to review resource capacity and existing allocations and then confirm resources to a demand or project.

    • Allocation workbench

      Use the allocation workbench to allocate your resources effectively to the requesting investments by evaluating resource capacity and availability.

    • Resource schedules

      Resource management uses a default schedule named Resource Management Schedule.

    • Resource events

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

    • Resource Management reports

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

    • My Calendar

      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.

    • Use Resource Diagnostics to detect corrupt resource data

      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.

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    Release version
    Choose your release version

      Resource Management

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Resource Management

      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 managers use the application to allocate resources to tasks. The Resource Management application can be used in conjunction with any task on the platform, including project tasks, incidents, problems, or changes.

      Watch this four-minute video to learn about the purpose of Resource Management application, creating resource plans, requesting and allocating resources, and analyzing resource availability and capacity for maximum resource utilization.

      With the Resource Management application:

      • Resource requesters can create resource plans that specify group or user resources required by tasks. They can verify resource availability and make changes to their resource plans prior to requesting resources.
      • Resource managers can view availability, existing allocations, and utilization for the requested resources and make allocations based on resource availability.
      • Resource managers can perform what-if analysis by changing resource plan dates, resources, requested hours and proposed allocations to analyze impact on resource utilization and availability.

      The Resource Management application is activated as part of the PPM Standard.

      • Resource management process

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

      • Resource Management properties

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

      • Resource plans

        Resource plans are the key element in resource management.

      • Create requested allocations for a resource plan

        Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, resource requesters 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.

      • Resource allocation

        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.

      • Capacity planning overview

        Capacity Planning page provides resource managers with a comprehensive view of capacity, allocations, and utilization of resources. As a resource manager, you can use it to review resource capacity and existing allocations and then confirm resources to a demand or project.

      • Allocation workbench

        Use the allocation workbench to allocate your resources effectively to the requesting investments by evaluating resource capacity and availability.

      • Resource schedules

        Resource management uses a default schedule named Resource Management Schedule.

      • Resource events

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

      • Resource Management reports

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

      • My Calendar

        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.

      • Use Resource Diagnostics to detect corrupt resource data

        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.

      Tags:

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