Related List: Resource Assignment and Related Link: Migrate resource plans

Jo_o Pedro
Tera Expert

Hi Folks, I hope y'all are doing well!

 

I was studying about resource management and I notice that in the documentation and in some demo videos the demand/project form have a related list called "Resource Assignments" but in the instance that I'm currently working it doesn't show this related list (although i can see that the list is in the related list layout configuration (third image)).

I have the "Resource Management" plugin installed and already have repaired but it still doesn't appear.

And the same thing happens for the Related Link "Migrate resource plans"

Jo_oPedro_0-1709660626814.pngJo_oPedro_1-1709660663466.pngJo_oPedro_2-1709660710229.png

 

1 ACCEPTED SOLUTION

Namita Mishra
ServiceNow Employee
ServiceNow Employee

Hello @Jo_o Pedro ,

Hope you are doing well.

Based on the shared screenshots, it looks that the sn_pw.enable_resource_planning property is set as false in your system. This property is by default false and pps_admin need to change it to true if you would like to use resource assignment via project workspace.

Screenshot 2024-03-06 at 3.24.56 AM.png

Once you make this property true, you will notice 

1) Resource plan toggle in planning console (of new project workspace).

2) Toggling on the resource plan, you can see the resource assignment pane in the lower section of the planning console (of new project workspace).

Screenshot 2024-03-06 at 3.35.59 AM.png

 You can also toggle the allocation heatmap to get the view as shown in below screenshot:

Screenshot 2024-03-06 at 3.38.01 AM.png

 

3) The resource assignment will start appearing in the related list (as it is already selected in your case in the related list layout configuration (third image)).

Screenshot 2024-03-06 at 3.39.31 AM.png

For understanding how resource plans will be migrated to resource assignments , please refer this documentation link.

 

Hope this resolves the query, if it does, please mark the response as correct.

 

Thank You!

Namita Mishra

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6 REPLIES 6

Namita Mishra
ServiceNow Employee
ServiceNow Employee

Hello @Jo_o Pedro ,

Hope you are doing well.

Based on the shared screenshots, it looks that the sn_pw.enable_resource_planning property is set as false in your system. This property is by default false and pps_admin need to change it to true if you would like to use resource assignment via project workspace.

Screenshot 2024-03-06 at 3.24.56 AM.png

Once you make this property true, you will notice 

1) Resource plan toggle in planning console (of new project workspace).

2) Toggling on the resource plan, you can see the resource assignment pane in the lower section of the planning console (of new project workspace).

Screenshot 2024-03-06 at 3.35.59 AM.png

 You can also toggle the allocation heatmap to get the view as shown in below screenshot:

Screenshot 2024-03-06 at 3.38.01 AM.png

 

3) The resource assignment will start appearing in the related list (as it is already selected in your case in the related list layout configuration (third image)).

Screenshot 2024-03-06 at 3.39.31 AM.png

For understanding how resource plans will be migrated to resource assignments , please refer this documentation link.

 

Hope this resolves the query, if it does, please mark the response as correct.

 

Thank You!

Namita Mishra

Thank you so much! It works now on project workspace but the related list didn't appear yet

Hi @Jo_o Pedro ,

Glad to know that it is working.

If it is working, please mark the solution as correct answer (solved) so it is visible to others in the solved questions list.

 

For related list, just configure the related list by removing and again adding it. Hopefully it will work.

 

 

Thanks,

Namita Mishra

Alpa82
Tera Expert

Hello @Namita Mishra , thank you very much for this explanation, it helped me a lot too.
After setting the system property to true,  as dvised, I can see now on the Project workspace for some projects the toogle button 'Resource plan'  disabled/greyed out (even for a user with it_project_manager, resource_manager role) role cannot toogle it and somewhere enabled,. What is influencing it?