OOB consolidated view for resource allocations and PTO in SPM

[maliksneha9]

Hi everyone, I am looking for some guidance on the best OOB way to achieve a consolidated resource view in ServiceNow SPM Resource Management.

Currently, we are creating PTO/Time Off through My Calendar. I configured the com.snc.resource_management.exclude_events_from_schedule property, and PTO is now correctly deducted from the resource’s available capacity.

The business requirement, however, is to have one single view where the team can see the complete picture of a resource’s time, including:

• Project/task allocations

• Resource plans/allocations

• PTO/Time Off

• Potentially other non-working/busy time

For example, the client would like to be able to look at a resource and see something similar to:

Resource A

• Project A → 20 hours

• Project B → 12 hours

• PTO → 8 hours

We initially looked at the Allocation Workbench, but PTO created through My Calendar does not appear there. However, the requirement is not specifically to show PTO in Allocation Workbench; they simply want all of this information available in a single consolidated view.

Is there an OOB Resource Management calendar, workspace, dashboard, or other view that provides this consolidated visibility of allocations and PTO/time off?

If not, what would be the recommended approach in SPM to provide this visibility while continuing to use the standard PTO/calendar functionality and capacity calculations?

Thanks!

[Mariam_Ahmed]

Hi @maliksneha9,

The reason PTO isn’t showing in the Allocation Workbench is that My Calendar creates Schedule Spans, which affect capacity, while the Workbench primarily works with Resource Assignments/Plans.

The recommended OOB approach is to use Resource Management Workspace and Operational Resource Assignments for items like PTO, meetings, or other non-project work. This allows project allocations and operational time to appear together in the resource view.

If you want to continue using the standard PTO/calendar functionality, you could also consider automating the creation of an Operational Resource Assignment when PTO is approved, while keeping the existing schedule entry for capacity calculations.

Create operational resource assignments

Regards,