Managing resources in the new Resource Management Workspace
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8 hours ago
Hello,
I am looking for guidance on maintaining accurate resource allocation data in the new ServiceNow Resource Management Workspace. We migrated to Zurich last week and have the new Project and Resource Management Modules.
What is the ServiceNow best practice for managing resources who leave a project early (or that do not need to be on the project for its entirety) in the new Resource Management Workspace? With the removal of the "Complete Resource Plan" process, how should resource managers update allocations to accurately reflect that a resource is no longer engaged on the project?
Here are a few examples:
1) A testing coordinator might be needed at the beginning of a project for a few hours and then not again until the very end. Do we enter two separate requests?
2) A resource request was submitted for a testing coordinator for a period of time, but they are no longer needed. How do we "complete" that plan to release that resource's time?
Any guidance is appreciated.
Thank you.
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Resource Management
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