Resource Assignments for work performed outside of ServiceNow
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3 weeks ago
Do you have a scenario where resource assignments need to be made for work documented outside of ServiceNow (i.e, MS Project, SalesForce, etc.). What is your approach for associating a resource assignment to a a SN task record? TIA.
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3 weeks ago
Hello @PennyDMc,
The best approach would be to associate the external resource assignments directly with the corresponding ServiceNow task records.Even if the assignments are created in tools like MS Project or Salesforce, you can bring that information into ServiceNow in one of the following ways:
1.Map external assignments to ServiceNow tasks:
Use a unique identifier (like project ID or task name) to match external work items to ServiceNow task records. Then, create or update the Resource Allocation records in ServiceNow accordingly.
2. Integrate via APIs or IntegrationHub:
Set up an integration to automatically sync resource assignments from MS Project or Salesforce into ServiceNow. This ensures allocations stay in sync without manual updates.
If my response helped, please mark it as the accepted solution so others can benefit as well.
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
