Allocated vs Assigned time

[Ashutosh36]

Hi,

I have some projects, where tasks have been assigned to resources.  For new projects, I am creating resource plans to allocate resources and assign tasks in projects based on the plan. 

My question is, will the project workbench/planning display resource availability taking into account the time for tasks that are already assigned, or does Resource Planning work independent of the actual task assignments.  

Also, how do I found out how many hours are available(out of the allocated) for a resource on a project, after tasks have been assigned to them.  eg: Allocated 20 hours for Resource R1 for week 3 of August.  Assigned 6 hours(based on task planned hours) to a task T1 for the week.  Is there any report/way to find out how many hours are available for assignment to Resource R1, or this needs to be calculated manually.

Been searching the forum and found a couple of similar questions, but no solutions yet.

Thanks in Advance,

Cheers

Ash

[Brian Gadeberg]

Hi Ashutosh

Q:"My question is, will the project workbench/planning display resource availability taking into account the time for tasks that are already assigned, or does Resource Planning work independent of the actual task assignments". 

A: The resource workbench shows availability based on resource plans and calendar events created. The workbench do not show if a task has been assigned to a user or not - so independent. 

Q: "Also, how do I found out how many hours are available(out of the allocated) for a resource on a project, after tasks have been assigned to them".

A: I see two ways of following up:

One is to look at the resource plan - in the the tab "Requested details" you will see the planned, allocated and actual hours. In the related list "Resource Allocations" - you are able to see it for the user.

Number two is to use the Planned effort, actual effort and remaining effort on the task. The actuals if using timecard will show up when the timecard is approved.

Hope this helps

Brian

Resource Plan:

Project Task:

[Ashutosh36]

Hi Brian,

I had a feeling that this was the case.  What I was really looking for is a difference between the allocated vs assigned hours, as we have a situation where resources to a project are allocated at the initial planning stage.  At the time of assignment, these hours may change and the Resource plan does not get updated every time(actually most of the time).

Hence any kind of report that would give the actual assigned time for resources would have been great.  Hope ServiceNow is able to address this in the future, as I am sure that others too might need to see the difference between what's allocated and assigned.

Thanks for the explanation though.  I hadn't even seen that there was actual effort on the Resource Management tab.  This indeed would be a helpful tracker post completion of the task.

Cheers,

Ashutosh