Capacity Planning - Configuration

Yuvaraj T
Tera Contributor

1. Is there any way to enable the option to see the Resource Plans which states are Confirmed, Allocated and Completed in Resource Forecast(Capacity Planning)? 

I am assuming that we can see only Resource plans which states are Requested in Capacity planning board.

 

2. Can we able to see the Operation Resource Plans (Plan type is Operation Work) in Resource Forecast(Capacity Planning) 

1 ACCEPTED SOLUTION

Namita Mishra
ServiceNow Employee
ServiceNow Employee

Hi @Yuvaraj T ,

You are correct that only requested resource plans are visible from capacity planning.

 

However, if you are the group manager of multiple groups and would like to check from one place which all groups are in planning, requested, confirmed or allocated state as well as operational RPLNs for your group,  you can use resource allocation board (use Group manager as the criteria to create the board).

 

For example: Rosie manages three groups - Analysts, Architects and Big data.

She can see all the RPLNs (Except RPLNs with completed state) for her groups as shown in the below screenshot.

She can also filter on one of the groups (using Search by group) to see the subset of information.

 

Screenshot 2023-03-08 at 10.10.52 PM.png

This is the best that I can suggest as OOTB existing capability.

 

Please mark this as correct answer if it helped in achieving the required outcome.

 

Thank You!!

Namita Mishra

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Yuvaraj T
Tera Contributor

Thanks Martin for the sharing the information regarding resource report. I will try to create the resource report and let you know if i have any doubts/issues.