bug/issue with operational resource assignments in resource management workspace

Adrianadrian
Tera Contributor

NB This is updated with detialed description in the comments below with screenshots 🙂
Hi,

We are implementing Resource Management Workspace for a large client and have encountered a peculiar issue when creating operational resource assignments.

 

When creating an operational resource assignment for a named resource, it works as expected. However, when creating an operational resource assignment for a group, only a few assignments are created. The expected behavior is that all users within the group should have an operational assignment created for them.

 

For example, creating an operational resource assignment for a group of 10 people should result in 10 records in the resource assignment table. However, in the scenario described, only records for two users are created, and eight are missing. Interestingly, when we create an operational resource plan for a named user, it works for all users.

 

Has anyone experienced this problem or a similar one?

 

Thank you!

See example.
 
All users in the group below have same schedules, and capaciity is generated with UI action. All have same attributes, expect that one user, user #4 has employement end date 30.11.2025

Example A) - creating a group assignment with start date after employement start date, and end date after employement end date. This works as expected. See picture 🙂

Adrianadrian_0-1751562298951.png


Example B) Creating a group assignment with start date after employment end date for the user in the group.
This works not as expected/only partly.  Skips creating a record for the user who had an employment end date of 30.11.2025, which is correct.

 
However, it then skips creating records for other users in the group and only creates for user 2.

Our hypothesis is that when the system generates records and it comes to the next person with no capacity, it skips creating records for the next groups. 

Adrianadrian_1-1751562595018.png

 




 

16 REPLIES 16

Josh Sutton
ServiceNow Employee
ServiceNow Employee

 Along with the Employee Profile for Primary Group, you also need to ensure that those resources have capacity through the time period being requested. Since they are able to be allocated to the Nov Operational Assignment, this leads me to believe they do have that set as their Primary Resource Group. You will also need to ensure the Employee Start / End dates are applicable for the timing of Resource Assignments as well, so I would check that on the Employee profiles.

Another culprit of this is Capacity. You will want to ensure that there is capacity generated for these users after that month.

This information is nested in the Classic Resource Management on Docs, (it will be getting updated when Zurich is released to be more comprehensive). Essentially you can generate capacity by user (resource manager view) using the Related Link, or with the scheduled job 'Update resource capacity'. DOC PAGE

Hope this is helpful!

Hi @Adrianadrian  ,

Thanks for the detailed breakdown. 

When you look at the Employee Profiles for the resources in each group, what information is in the 'Primary Resource Group' for each user?  

When you create an operational plan for a resource group, only those users that have this group set as their Primary Resource Group will get records created.

I'm wondering if this might explain the issue?

john83u
Tera Contributor

This seems like a recurring issue with operational resource assignments not syncing as expected. From what I’ve seen, it may be linked to how the planned dates or assignment logic is configured. You might want to check this similar thread: Bug OOTB Behaviour for Operational Resource Assignments   it offers some insight and a few possible workarounds that could help. Let us know if any of those worked for you!

john83u
Tera Contributor

This seems like a recurring issue with operational resource assignments not syncing as expected. From what I’ve seen, it may be linked to how the planned dates or assignment logic is configured. You might want to check this similar thread: Bug OOTB Behaviour for Operational Resource Assignments  it offers some insight and a few possible workarounds that could help. Let us know if any of those worked for you!

john83u
Tera Contributor

This seems like a recurring issue with operational resource assignments not syncing as expected. From what I’ve seen, it may be linked to how the planned dates or assignment logic is configured. You might want to check this similar thread: https://www.servicenow.com/community/spm-forum/bug-ootb-behaviour-for-operational-resource-assignmen...  it offers some insight and a few possible workarounds that could help. Let us know if any of those worked for you!