Is it possible to add a new resource to already allocated resource plan?

Ash30
Tera Contributor

Hello,

Is it possible to add a new resource to already allocated resource plan? I was hoping that with the San Diego release, this would be an option...

Use case: one of the teams hired a new employee and want to add her to the existing resource plan. Creating a new resource plan would add more complexity with planned vs actual hours and would require monitoring and reporting on multiple resource plans for that manager.

Thank you!

Ash

1 ACCEPTED SOLUTION

Namita Mishra
ServiceNow Employee
ServiceNow Employee

Hi @Ash ,

Hope you are doing fine & Thanks for taking the clarification.

I have created a video to explain the steps for adding the new member on the existing allocated (task based) resource plan. Hope you will find it useful.

Please mark it as correct answer if it was able to solve the query.

 

Thanks,

Namita Mishra

View solution in original post

6 REPLIES 6

Good morning.  I was researching about this situation and attempted to connect to your video but it says it no longer exists.   Can you share the video again please?

Hi @TCasper ,

Hope you are doing well.

Please watch this recording starting 10:15 to get the answer of your query.

If this answers the query, please mark the response as correct answer.

 

Thank You!

Namita Mishra