Cannot assign Resources to Project

[lana5]

I am using Resource Management to allocate approved resources to the Project. I am not sure what I am doing wrong.

But I've created a Resource plan with specific resources and got them approved.

Created project tasks. But when I impersonate the assigned resources, I cannot see any Project tasks assigned and thus cannot add time cards

Do I assign a resource plan at the Project or Project task level?

I am new to ServiceNow and any help would be greatly appreciated.

[Rajesh Mushke]

Hey lana@sn,

if i understand correctly.

if the impersonated user don't have the access for Project tasks, user will not be able see the records.

[Sean Witt · Accepted solution]

Hi Lana.

I may not be understanding your question completely, so I apologize if I have this wrong...

But it sounds like you may be expecting the creation/approval of resource plans to generate project tasks and assign people to the tasks. If so, that is not how the system works. The resource plan is about requesting and nailing down the people to work on the project, but you still have to build out your project plan (creating tasks, timelines, etc.). A resource plan created on a demand record or directly on a project will not populate assignees on your project tasks.

At a high level, on a project plan access is controlled via two different roles. The it_project_manager is the PM and has pretty much full view and update access, the it_project_user can view projects, update task state, add work notes and make minor updates, but can do much less than the PM.

There is a reference qualifier on the Project Task "Assigned to" field, and the "Additional assignee list". The system is going to limit you to assigning these tasks to people that have been licensed/roled to use IT Business Management. That's why in the sample data on a Personal Developer Instance, you can assign a Project Task to a smaller number of people than an incident. So if you don't see your desired assignees listed on the project task, check out their roles and make sure those are configured correctly.

One other place to check if you are seeing unexpected behavior is the "Preferences" tab/form section on the project form. It displays settings that control things like "Derive assignee list from resource plan" and "Allow time card reporting on...".

Hope that helps...

Sean

[lana5]

Thank you Sean. My guy was missing the it_project_user role.

Thank again for your help