mcastoe
ServiceNow Employee
ServiceNow Employee

In this use case, we are considering what seems to be a very common use case:

As a Demand/Project Manager or other requestor, i need a resource or resources for NNN hours from Group "A".  A Resource Manager will make the determination of exactly who will be assigned.

It is not entirely obvious how to do this with Resource Assignment.  The requestor knows they need somebody from a Group (Role and/or Skill can be included as well or inplace of... )  for a number of hour/FTE/Person days but they dont know or don't care who is assigned.  Just give me a resource !!!

Don't use Group Assignment Type unless you want all members

Group is especially confusing here because we have a Resource Assignment type called Group.  Do not use the Group type for this use case.  It will assign all members of the group by creating individual User Resoruce assignments for each member of the group!

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In Project Workspace this would be equivalent to specifying a Group in the Resource or specifying  group in the Resource Assignments column

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Use a User Type Assignment 

What you want to do is simply specify the Group you want in the Group column/attribut, the amount of hours/FTE/Person Days and the time frame desired.  Do not specify a Resource.   This results in a single Resource ASsignment record that is Unassigned but the request hours are captured against Group (Role/Skill). 

mcastoe_2-1740084766744.png

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The Unassigned Resource request is now visible in Resource management workspace and can be assigned to a member or members of the group requested and the Assignments Approved.

mcastoe_4-1740084988499.png

 

 

Comments
Joe Governali
Tera Contributor

Thank you for this - in the case that I need to request a number of different resources on a demand the only option appears to be to use the "New" button and create X number of individual requests.  This results in X requests being created and the requested hours are evenly distributed across the requested time periods.  Is it possible to create these assignments in a way that allows for other assignments (already created) to be seen over the Demand time horizon?  This would also allow the ability to adjust hours (front-load, back-load, etc.).  It appears that the only way to do this today is to create discrete requests via the "New" button, then go to the resource workspace, and create a new card for the Demand being resourced (type "Work" and then filter for just the demand).  This is a huge workaround to the "Manage" button form  available in the Resource Plan related list on the Demand Form.  Is there a way to resource a demand directly from the resource workspace instead?

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Last update:
‎02-20-2025 01:00 PM
Updated by:
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