Adding Additional Columns to RMW and PW for Resource Assignment

[Josh Sutton]

DISCLAIMER: This article describes a proposed solution to support this use case. 

The proposed solution requires configuration, as such, there is no liability for ServiceNow to provide support, apply changes, fix defects and review impact during future upgrades.

What problem does this solve?:

Understanding additional details about the Resource Assignments in our Workspaces is key to making appropriate decisions. And it needs to be easy, with as few clicks as possible.

This guide will walk you through adding additional Resource Assignment attributes to both the Resource Management Workspace (RMW) and Project Workspace (PW).

Adding a new field to the Resource Assignment list

1. Go to the sn_plng_att_core_resource_assignment table list
2. Right click on one of the column headers (for example, right click on "Resource") and select Configure > List Layout
   
3. Ensure the view is "Default"
4. Move the necessary field from the Available slush bucket to the Selected slush bucket
   

Adding a new field to the Resource Management Workspace

1. Follow steps 1a & 1b
2. Ensure the view is "Resource Manager"

3. Move the necessary field from the Available slush bucket to the Selected slush bucket

Adding a new field to the RMW “Unassigned grid”

1. Follow steps 1a & 1b
2. Ensure the view is "Resource Unassigned"
3. Move the necessary field from the Available slush bucket to the Selected slush bucket
   

Adding a new field to the Project Workspace

1. Follow steps 1a & 1b
2. Ensure the view is "Project Workspace"

3.  Move the necessary field from the Available slush bucket to the Selected slush bucket

   

Reset columns in Resource Management Workspace

1. Go to the Resource Management Workspace
2. Click on the column configuration icon on the right-hand sidebar
3. Scroll down to the bottom and click "Reset columns"
4. Check the necessary column to be shown on the workspace

5.  OPTIONAL: Change the order of display for the columns as needed

   
   
6. Refresh the page again and see the column populated

Reset columns in Project Workspace

1. Go to the Project Workspace
2. Click on the column configuration icon on the right-hand sidebar
3. Scroll down to the bottom and click "Reset columns"
4. Check the necessary column to be shown on the workspace
5. OPTIONAL: Change the order of display for the columns as needed
   
6. Refresh the page again and see the column populated

Adding a custom 'Task' field to the Resource Assignment row (in any list above)

1. Follow steps 1a & 1b
2. Ensure the appropriate view is selected
3. Expand the Task (by clicking the hierarchy button)
   
4. You will see .Task-->Task fields
5. Scroll until you find the appropriate task field (I am using a custom field on Project as this example)
   NOTE: if field is on a table extended from task, these options will be dark red and have the [table] next to the name
6. Move the necessary field from the Available slush bucket to the Selected slush bucket
   
7. Follow process above to reset columns in the desired Workspace view

[dblj29]

I may be missing something, but these changes still aren't displaying Time Off in the Resource Management Workspace for me. 

[PennyDMc]

One thing we found when adding the Name column, especially in RMW, we had to reset the columns to see the additions.

Hope that helps

[dblj29]

I tried that several times, but it didn't seem to help.