Rob Erickson
ServiceNow Employee
ServiceNow Employee

This step-by-step guide provides instructions on creating your own custom report in the Next Experience Platform Analytics to see a monthly summary of Capacity versus Allocation (Effort) from the new ServiceNow Resource Management.

 

This guide includes instructions for both Xanadu and pre-Xanadu instances. It assumes that you are using the group field as your primary planning attribute in Resource Management, but the instructions can be slightly altered for using other planning attributes.

 

Screenshot 2024-09-19 at 9.37.29 AM.png

Comments
EliaquimS
Tera Contributor

I'm creating exactly as this in the PDF in a PDI. When I choose to group by the existing group, it allows me to click on "Apply", but nothing happens. It stays on the screen that I share in print. What should I do?


EliaquimS_0-1736955605954.png

 

MischellW
Giga Explorer

Can resources be allocated by percents? We use percentages not hours when allocating resources. 

Adrianadrian
Tera Contributor

@Rob Erickson Great Guide! Loved this

Version history
Last update:
‎09-19-2024 07:39 AM
Updated by:
Contributors