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!

[mikej2]

Thank you!  I saw you had posted elsewhere about this configuration guide that has these details and more:
https://www.servicenow.com/community/spm-events/discover-and-learn-about-capacity-planning-enhanced/...

[ShiwanA]

Yes, this is the workshop we conducted in Q4 last year. In case you find this helpful and if this answers your question, request you to mark this as correct answer.