Completed Resource Plans showing in Resource Management Workspace

[taileigh]

Hi all, 

We are currently testing migrating resource plans to resource assignments. We've noticed when doing this, for 'completed' resource plans, that these move across to resource assignment as 'approved'. I understand from ServiceNow documentation that this is as designed, however these items are displaying in the Resource Management Workspace.

We do not want these (previously 'completed' resource plans and now 'approved' resource assignments) to display in the Resource Management Workspace, as this will become an extremely large list for the purpose of screen real estate.

Ideally, we would like to see only current resource assignments (approved and unassigned) within the Resource Management Workspace, as a resource_manager user.

Has anyone experienced anything similar, and has found a solution on how to filter this view, to exclude 'completed' resource plans, which are now 'approved' resource assignments?

[Tai Vu]

Hi @taileigh 

The Resource Board [sn_rm_ws_resource_board] first retrieve data from Task [task] or Employee Profile [sn_employee_profile] tables. Then, it get assignment data from the Resource Assignment [sn_plng_att_core_resource_assignment]. So OOTB we have 2 options to set the condition within 2 tables above.

Sample.

If you want to customize the resource assignment data query, you'll need to dive into the script to make your own customization. Below is the script responsible for retrieving resource assignment data:

Script Include: RMWorkspaceDataFetchSNC

Function: getAssignmentData

URL: https://<instance_name>.service-now.com/sys_script_include.do?sys_id=18fb342c435431101326810d0bb8f235

Let's try to figure out how this function is called, then we can pass the encoded query through the filterCriteria param to add custom query.

Cheers,

Tai Vu

[Anantha Gowrara]

@taileigh , We have extensively used resource assignments for one of our client and observed that there lot of gaps between resource plans and resource assignments, not sure if you have gone through all of them. However to answer your question, under resource assignments, there is no concept of approved, completed etc. Even though there are multiple states, resource assignment considers it as approved only, that means all the resource assignments will be displayed under board. There is no OOTB configuration available to modify this logic.