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Resource Workspace - View Starting Availability

Marjorie Bradbu
Tera Contributor

We have recently implemented Resource Workspace, migrating from classic.  When a resource manager is viewing team members within their resource cards, they are pleased to see planned and actuals but are frustrated as they no longer see the starting hours for each month as seen in classic.  Ideally they want to see what the total hours are for the resource for the month, what is planned, and actuals.  Please share solutions. 

1 REPLY 1

boteeuwen
Tera Guru
In the new Resource Management Workspace, ServiceNow redesigned the grid layout to focus heavily on dynamic allocations, which is why total monthly capacity (the classic "starting hours") is no longer shown directly inside those flat rows.
Furthermore, while the workspace does have heatmap layers for Remaining Capacity and Utilization, those actual numbers only pop up in a modal once you click into a cell. In the main grid itself, you only get colored boxes as a visual indicator, so you can't see the numbers side-by-side at a single glance.

Since the standard workspace cards won't cut it for this specific requirement, here is the best way to get that view back:

The most effective workaround is to build a quick dashboard widget using Next Experience Platform Analytics. You can report directly against the monthly resource aggregate tables (like resource_aggregate_monthly). In this report, you can group the data by your team members and pull in the exact columns for Capacity (Starting Hours), Allocated (Planned), and Actuals right next to each other in a clean table layout.
Pinning this custom report dashboard as a favorite or homepage for your resource managers is the easiest way!

 

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