PPM allocation spread of hours in resource plan with a past start date

[Tim138]

Good morning,

I am having an issue understanding how ITBM/PPM allocates hours when creating resource plans with start dates that are in the past.  

Situation: I create a new "user" resource plan and I assign a start date of 2021-10-01 and an end date of 2022-09-29. Request type is "hours" and planed hours is set to 2000. Allocation type is "Monthly" and Allocation spread is "Even".  I set the rate override to "True" and set in a rate of $100.  The Project task associated with the plan also has a planned start and end date of 2021-10-01 and 2022-09-29. Project phase is "Initiating" and Project Task phase is "Open".

Expected outcome:  Once I hit "Request", I would expect the allocation spread to cover the entire 12-month timeframe (Oct.-Sep.) for a total of 2000.

Actual outcome: Once I hit "Request", the allocation spread come back with a 9-month spread of January (current month) to September.  The total is still 2000.

Can anyone provide a logic behind why this is happening or what can be done to make the spread align with the start and end dates I specified in the Resource Plan?

Thank you in advance for your help.

[Sulabh Garg]

Hello Tim,

Ideally it should create 12 requested allocations even for the past dates. I have tried your scenario in OOB instance and it cerates 12 allocations.

Please check if you modify any Resource properties in your instance. https://docs.servicenow.com/bundle/rome-it-business-management/page/product/resource-management/refe...

Please Mark ✅ Correct/helpful, if applicable, Thanks!! 

Regards

Sulabh Garg

[Rajesh_Singh]

I tried in my instances too, it creates 12 allocations, considering scenario.

[abhinaykumar]

Hi @Tim

Please check the schedule attached to the user or the default schedule used in the system. 

Check When field on schedule entry

In this image, '2020-01-01 08:00:00' is the start date time and '2020-01-01 17:00:00' is the end date time of the schedule entry, indicating that resource plans will not be allotted for duration before 2020.

If my answer was able to solve your query please mark it as Helpful & Correct.

Thanks,

Abhinay Kumar Nandagiri.