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Demand Templates with Resource Assignments

ben244536969617
Kilo Contributor

6 hours ago

Hi All

 

I am working with a client who are looking to migrate their demand process to SPM Demand. Their current tool allows them to select a template for a demand eg. 'Medium sized SaaS implementation', which then populates a proposed end date (8 months after proposed start for a medium) and also creates 'unnamed' Resource Assignment requests based on roles. The template effectively says:

 

Medium sized SaaS Implementation template:

Duration: 8 months

Proposed End: Proposed start + 8 Months

Resources required:

  • Business Analyst for 10 days in Month 1 for maturing the business case
  • Solution Architect for 3 days in Month 1 for assisting in the feasibility
  • Business Analyst for 30 days from Month 2 - Month 3 for requirements gathering
  • Solution Architect for 10 days in Month 2 - for high level design work
  • etc across the 8 month span

This allows them to see a proposed resource profile, associated cost and a duration for the project as a start point which they can then tweak as required. Their profiles are pretty complex (it generates nearly 260 resource assignments because they do an assignment per resource role per month) which is why they don't want to manually create these for every single demand. They arguably don't need to be this complicated, but that is a process conversation with them.

 

The resource managers can then look at the unnamed requests and help decide timescales when the resources are available.

 

My developer and I have been searching everywhere for a way to accommodate this in ServiceNow Demand/ Resource Management, but everything we find comes up short. We have looked at Project Templates, but these can't be used in Demand. We have looked at child templates, but you seemingly can't associate a resource template with a parent demand template as they are different modules. We have looked at business rules, but there is no trigger of 'template used' in the demand module.

 

Is there anyone else out there who has been able to achieve a similar thing?

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