question Unable to confirm/allocation all hours when resource is over allocated in SPM forum

Unable to confirm/allocation all hours when resource is over allocated

Gautam Krishna — Mon, 27 Apr 2020 11:49:35 GMT

If user is already allocated and another resource plan is raised for same user, system allocated partial hours and puts remaining hours in "Resource Log". How can I change this behavior so that system allows more than 4 hrs allocation.

This behavior is observed only when "Resource Manager" confirms/allocates the resource plan using Allocation workbench.

Warning message:

Re: Unable to confirm/allocation all hours when resource is over allocated

Namita Mishra — Mon, 27 Apr 2020 13:30:22 GMT

Hi @gautamkrishna ,
Confirm / Allocate from resource finder (of resource allocation workbench) honours the user's schedule while booking (confirm / allocate) the users.
Confirm / Allocate from ellipses (of resource allocation workbench) allows the resource manager to over-allocate the user.

As a resource manager, for already confirmed / allocated resource plan, you can still manually update the confirmed / allocated hours from the resource allocation workbench. This suggestion is to over-allocate the resources for existing resource plans.

In future, if you would like to over-allocate the users, try to allocate / confirm via ellipses (three dots) present in resource allocation workbench rather than resource finder.

Hope this helps!

Thanks,

Namita Mishra

Re: Unable to confirm/allocation all hours when resource is over allocated

Gautam Krishna — Mon, 27 Apr 2020 13:51:50 GMT

Thanks @Namita Mishra for quick response.

The above warning/error message pops up even when I am using ellipses (three dots) and chose Confirm or Allocate option. I am looking for an option where I can seamlessly allocate resource without bothering about how many hours are ending up in Resource Log.

The alternate approach to perform in-line edits (by Resource Manager) on Allocation workbench is working for me. But I am still looking for a cleaner solution. As per ServiceNow docs, a resource can be allocated upto 24 hrs a day. https://docs.servicenow.com/bundle/orlando-it-business-management/page/product/resource-management/task/manage-resources-allocation-workbench.html#manage-resources-allocation-workbench

Suggest if you are able to find a clean approach to handle this scenario.

Thanks,

Gautam

Re: Unable to confirm/allocation all hours when resource is over allocated

Namita Mishra — Mon, 27 Apr 2020 14:30:59 GMT

Hi @gautamkrishna ,

I missed the fact that you were trying it for user resource plan.

OOTB, it allows the resource manager to over-allocate the users upto 24 hours / day via group / role resource plan. If you allocate / confirm group / role user resource plan via ellipses (three dots) present in resource allocation workbench it over-allocates the users in that resource plan and no warning displays on the screen.

For example: Refer the screenshots

Availability of the group is 130 hours and resource plan is created for 150 hours. On confirming from ellipses, users are over-allocated without any warning.

Plan is to fix this behaviour (to allow 24 hours booking without warning) for user resource plan as well from resource allocation workbench starting Paris release.

Thanks,

Namita Mishra

Re: Unable to confirm/allocation all hours when resource is over allocated

Gautam Krishna — Mon, 27 Apr 2020 15:25:39 GMT

@Namita Mishra - Thanks to you for quick guidance and clarification on this issue. I am able to approve resource plan if the request type is selected as "Group" in stead of "user".

Also I read ServiceNow doc carefully now and it reads like -

If this plan is a group or role resource plan, these actions confirm or allocate all members of that group or role. Any errors or warnings during allocations are logged in the Resource Plan Logs related list on the Resource Plan form. The log is generated if a resource is allocated over 24 hours for a given day.

Now this makes sense... Your help is highly appreciated!!!

Re: Unable to confirm/allocation all hours when resource is over allocated

Namita Mishra — Mon, 27 Apr 2020 15:38:03 GMT

Thank you @gautamkrishna .

Glad that you got the query resolved.

Thanks,

Namita Mishra

Re: Unable to confirm/allocation all hours when resource is over allocated

Namita Mishra — Wed, 29 Jul 2020 12:51:41 GMT

Hi @Gautam Krishna,

Wish to confirm that now in Paris release, you can confirm / allocate the user as well for 24 hours / day from the ellipses.

Prior to Paris release, it was available only for group and role.

Hope this update is helpful !!

Thanks,

Namita Mishra

Re: Unable to confirm/allocation all hours when resource is over allocated

Gautam Krishna — Wed, 12 Aug 2020 07:23:19 GMT

Yes, this is working seamlessly.. Thanks for follow up and update.