Resource Estimate Demand task - Create Resource Plan instead of Resource Assignment?
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02-12-2025 08:34 AM
As we convert to using resource assignments, the OOB function to create a resource plan on a resource estimate demand task has not been updated to create a resource assignment from the resource estimate demand task.
Is there a reason for this?
Currently, if I click Create Resource Plan, the Resource Assignment tab on the demand form goes away and is replaced with the Resource Plan tab. I then have to migrate the Resource Plans to Resource Assignments.
Will this get cleaned up in future upgrades? It seems like an oversight, unless I am missing another intended workflow to occur.

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02-25-2025 12:21 AM
Hi @Maddie Wolf ,
Just to let you know that you are not missing any step. This functionality need to be aligned with resource assignments in the product.
Hope this answers the query and if it does please mark the response as correct to help me & the community.
Thank You!
Namita Mishra
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02-25-2025 06:25 AM
Thank you for your response, @Namita Mishra ! Will this be resolved by Service Now with a future upgrade then?