Equivalent for the "Resource Allocation Workbench" in the new project workspace

Friedrich Gehri
Tera Expert

We recently moved from the classic project workspace to the new project workspace.
In the classic workspace, our users liked and used the functionality of the resource finder in the resource allocation workbench

 

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After migration to the new project workspace, they are complaining, that a similar feature is not present there.
So far we have not been able to find a suitable equivalent.
Is there a similar overview available in the new project workspace, where I can see the availability of all resources of one group and am able to drill into the spcific data field?
If not, how can this information be gathered otherwise in a reasonable way?
And is there kind of a workaround to make this feature available in the workspace?
And in case you know, why has it been left out?

3 REPLIES 3

KPNow
Kilo Guru
Switching to ServiceNow’s Next Experience Project Workspace can definitely feel like a step backward for team leads who relied heavily on the classic Resource Allocation Workbench. Currently, the new workspace lacks a 1:1 direct equivalent of the old Resource Finder grid, specifically that granular view where you can search a group, see a monthly availability heat map across every member, and drill straight into individual cell allocations from one screen. ServiceNow intentionally omitted this legacy workbench as part of their broader pivot away from the legacy Resource Management plugin and toward the modern Strategic Portfolio Management (SPM) architecture, which shifts the focus toward high-level capacity planning and Resource Assignments rather than the classic resource plan workbench.

To fill this gap without frustrating your users, I feel the best practical approach would be to leverage the Resource Management Workspace (or Capacity Planning view) alongside targeted dashboard reports. While the new Project Workspace itself won't embed that legacy grid, project managers can open the dedicated Resource Management Workspace to view group-level capacity, workload heat maps, and drill down into individual user assignments. As a workaround within the workspace itself, I have seen many teams either create a custom UI component using UI Builder to iframe the classic workbench/custom report, or simply embed a contextual link in the workspace header that pops open the classic Resource Allocation Workbench (/resource_allocation_workbench.do) in a separate tab for quick reference when making allocation decisions.

Friedrich Gehri
Tera Expert

Thanks for the answer.
The resource management workspace definetely sounds like a good idea. We already checked this out ourselves.
The issue with it is, that it displays the allocated hours in the heatmap instead of the availability. And this is the crucial information for the project manager in order to determine which resources are still free. Thus the resource management workspace does not really solve our use case.

Thanks also for the idea of the custom component or a specifix link. May you give more details on that? Is there something like a reference implementation for this?

Honestly, it feels a bit weird to me to have the necessity to add legacy features to a brand new workspace. Anyway, it might help filling the gap for now. But if multiple customers have the need for this, I think Service Now definitely should look again into this and include it in the standard. I does not feel reasonable that every customer has to create an customization just to keep an already existing feature.

You're most welcome. 

To address your issue with resource availability, the Resource Management Workspace displays allocated/capacity hours by default because Next Experience SPM prioritizes demand-versus-allocation balancing. However, if your PMs specifically need a real-time availability heat map without manual calculations, embedding the classic workbench or linking out to it provides an immediate bridge while ServiceNow refines workspace parity.

To implement the embedded option, you can add a custom tab or sub-page in UI Builder (UIB) for the Project Workspace experience. Within that page, drop in an iframe component (or a custom Seismic web component) with the source set to /resource_allocation_workbench.do. Alternatively, for a non-intrusive setup, add a Custom Action / Header Button in the workspace via UX Page Properties that executes a client script to open /resource_allocation_workbench.do in a new browser tab.

Your frustration with having to maintain classic workarounds in a modern workspace is completely valid and widely shared across SPM customers. Because ServiceNow's product teams prioritize customer feedback on the ServiceNow Idea Portal (formerly Enhancement Requests), submitting or upvoting an idea for "Resource Availability Heatmaps in Next Experience SPM Workspace" is the most effective way to signal that this classic feature is essential for standard out-of-the-box functionality. Hope this is helpful.