Help with Resource Management Workspace - empty Resource Card

[mikej2]

I'm experimenting with Resource Assignment in the Project Workspace, Portfolio Planning workspace and Resource Management Workspace.  New to Resource Management in ServiceNow.

I have a resource group set up and can create resource assignments on the Project workspace.  I have to use the 'group' field rather than the 'resource' field to select the group when creating a resource assignment.

I can see the assignment reflected in capacity planning in Portfolio Planning Workspace.

However, when I create a resource card for the group in Resource Management Workspace, I don't see the assigned tasks.  Everything is blank.  I noticed that the 'filter resource' field I'm using is called 'Primary Resource Group'. 

Questions:

What table is the filter for resource cards working from? 

Is there a dependency between Resource Management Workspace with Employee Center or Employee Profile?

What is 'primary resource group' as opposed to just 'group' and how do I set a 'primary resource group'?

Thank you!

[ashwinipingle]

@mikej2  did you create Employee profiles?

[mikej2]

Yes!  It's working after creating employee profiles and mapping primary attributes to resources.

Followed these 2 steps:

• Generate Employee Profiles
• Map Primary attributes to resources

I'm curious how others are determining which users to create employee profiles - what filter criteria did you use?

Also, is there a way to Populate primary resource attributes for more than one user at a time?

[ashwinipingle]

We have a custom field for users -- company code -- we are using this to filter users for whom employee profiles are generated. We have not yet mapped the primary resource attributes. 

[shiwan_agrawal · Accepted solution]

There is a schedule job: Populate primary attributes for all resources . This job should update the employee profiles