Need help on creating a Resource Plan notification in Resource Management

[shaik_irfan]

Hi,

I want to generate a notification when a Resource Plan assigned to resource/user..

Can anyone please help give me some idea how to do this

[Jeff Currier]

I think your definition of Resource Manager may be different from many of our customers.  Typically resource managers work across the organization and all business units and people are not assigned to specific resource managers.  The resource manager just ensures projects are staffed and individuals are not over booked.  The managers for specific groups who have individual working for them are different than resource managers.  Generally the resource managers are continuously looking at the resource plans, demands and projects to ensure the proposed, allocated, confirmed and consumed resources match the availability capacity.

[shaik_irfan]

@JeffCsn 

Thanks again for making it clarify. I might be wrong but just to understand how any resource manager can jump in and do there job. 

Because for me i get a requirement where i need to notify the resource manager that the resource plan is created so they can jump in and do there job. I might be definitely wrong but thinking in a clients perspective how to justify them is my problem. 🙂

[Les1]

Like @shaik.irfan  we also have setup our Resource Mgt to be that managers of the user is the one that would be the 'resource mgr' as is the only one who should be approving work to be done by said user. It seems odd to us to have a different team or user be the controller of work commitments for others rather than the mgr of the group/user in question.

@Jeff Currier elaborate a little further on the 'traditional' scheme for Resource Mgt, having general resource managers that handle the staffing for a project. Where does the Approval for work commitment fall or why would that fall to a Resource mgr vs the manager of the resource user? is there a step in there that we're missing in the intended process? 

Thanks Jeff for helping us understand Resource Mgt in the more typical use case

[Jeff Currier]

I think often the resource manager is spanning many groups to ensure all projects get the necessary resources.  A database manager might have many people working for him/her but they would not make a good resource manager as their focus is just one area.  The database manager could approve requests for time from their group if you wanted the process to work that way.  I have also seen where the database manager would specify which of their team members is assigned to the particular project.  This effectively makes the database manager, in this case, a resource manager too and adds to their job responsibilities.  ServiceNow can support any of those three scenarios (global resource manager, group manager approvals, or multiple resource managers), and each have pros and cons and need to be configured.

[Noah Drew]

Hi @shaik.irfan !

If you are looking to do an Email Notification, this may work for you:

1. Go to System Notification > Email > Notifications

2. Create a new record for the "Resource Plan [resource_plan]" table

3. Set the conditions to something like:

[ User | Changes ] OR [ Group | Change ]

4. Make sure Inserted and Updated are checked

5. Go to the "Who will receive" tab and add both the User and Group field in the list for the "Users/Groups in fields" field.

6. Add what you want in the email in the "What it will contain" tab

Here is some documentation that may help you out further:

https://docs.servicenow.com/bundle/newyork-servicenow-platform/page/administer/notification/task/t_CreateANotification.html

Hope that helps!

If it did, please mark as Helpful and consider setting the reply as the Correct Answer to the question, thanks!