Allocation workbench not having the Operational plan selection under Display grid column .

[Shyna1]

Hello,

One of our instances is upgraded to Utah . We don't see the Display grid column and Operational plan checkbox in the configuration in the allocation workbench .

The type we have selected is 'Group' so ideally it should show the operational plan. But it doesn't 

Can someone give some insights on this.

[Community Alums]

Hi @Shyna1 ,

 You can follow the steps mentioned in the Doc : https://docs.servicenow.com/en-US/bundle/utah-it-business-management/page/product/resource-managemen...

[Shyna1]

Hi Sandeep,

I am more interested in knowing why my Operational checkbox in the 'Configuration' doesn't show up . Is this a defect in Utah?

The above doc tells how to create one operational plan , I don't see the drop down list next to New plan too.

[Community Alums]

Hi @Shyna1 ,

 It's not removed as part of Utah.

[Namita Mishra]

Hi @Shyna1 ,

Please follow below steps to get the option in resource allocation workbench.

Maybe during / after upgrade, the properties is deselected by admin (a guess)... 

Hence,

1. Ensure that admin has checked the option as shown in below screenshot from 'Project Administration > Properties - Resource'  (from left navigation)

 

2.  Once the property is enabled, the resource manager will see the operational plans option from allocation workbench. Enable this checkbox from the UI.

 

Please mark the response as correct if it helps.

Thank You!

Namita Mishra