Include resource plans from change, incident tasks to Allocation Workbench

Community Alums
Not applicable

We have a requirement from our client for the resource plans to be created and used on tasks created from their ITSM module.

Although the ability to do so is built in and advertised at ServiceNow's product page and developer page and we've tested the capabilities, the allocation workbench does include such tasks. 

We've been through all the documentation and community about resource management, but this "issue" was not addressed anywhere.

How can such an important feature be missing from allocation workbench? How can the resource managers manage and schedule these resource plan's effectively if the allocation workbench can't handle those tasks?

1 ACCEPTED SOLUTION

Uncle Rob
Kilo Patron

Mostly because you don't PLAN on types of tasks like Incidents.

I think the most common strategy is to create "Operational Resource Plans" that naturally take a chunk of team/users actual availability.

IE. A resources manager that creates an Operational Resource Plan for 50% of their group resource and applies that evenly to everyone, will only have 20 hours available for resource planning on Projects.

I don't know how you can PLAN for allocation against tasks that don't even exist yet.

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5 REPLIES 5

Steve Kastelein
Giga Contributor

Agree Robert!!!  If service now allows you to attach a resource plan to other task types then it needs to allow them to be viewed in Allocation Workbench.