auto-populate groups for capacity planning in SPW

Louis Savalli
Tera Expert

In the strategic planning workspace under the capacity tab, we currently have to manually enter the resource criteria in the screen below.  This does not scale up well - in a portfolio of 30 projects that is constantly changing, it's hard to know which groups are needed.  Does anyone know if this is in the roadmap for SPW?  It's technically feasible to enhance the product to do this, but I'd rather not put the hours in if this is in development from ServiceNow.

 

LouisSavalli_0-1726834157440.png

 

1 ACCEPTED SOLUTION

Namita Mishra
ServiceNow Employee
ServiceNow Employee

Hello @Louis Savalli ,

I agree with the pain point that you have mentioned.

I would like to confirm this is part of our roadmap and you will see the expected behaviour in upcoming release.

FYI - Below screenshot shows the updates planned to make the user experience better -

'Auto-Select' option displays the resource criteria automatically based on the selected planning entities in the portfolio.

For example: In below screenshot, 'Showcase Manager Group' is auto-selected because this is the only group which is associated with the selected planning entities.

 

Screenshot 2024-09-22 at 6.09.05 AM.png

Hope this answers the query and if it does, please mark this as a correct response.

 

Happy Weekend !

 

Thank You!

Namita Mishra

View solution in original post

3 REPLIES 3

Namita Mishra
ServiceNow Employee
ServiceNow Employee

Hello @Louis Savalli ,

I agree with the pain point that you have mentioned.

I would like to confirm this is part of our roadmap and you will see the expected behaviour in upcoming release.

FYI - Below screenshot shows the updates planned to make the user experience better -

'Auto-Select' option displays the resource criteria automatically based on the selected planning entities in the portfolio.

For example: In below screenshot, 'Showcase Manager Group' is auto-selected because this is the only group which is associated with the selected planning entities.

 

Screenshot 2024-09-22 at 6.09.05 AM.png

Hope this answers the query and if it does, please mark this as a correct response.

 

Happy Weekend !

 

Thank You!

Namita Mishra

This is wonderful, thank you!

Glad it worked...You are always welcome @Louis Savalli .

 

Happy SPM Journey!!

 

Thank You!

Namita Mishra