SPW resource assignment & capacity planning (dependencies on other SPW functions)

Mary
Mega Guru

‎04-22-2024 08:44 AM

Hello

i have a client who wants to implement Resource assignment and Capacity Planning 

are there prerequisites? Ie Lenses, road mapping, goals, etc..

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Community Alums
Not applicable

‎04-22-2024 07:56 PM

Hi @Mary  ,

You can install the Portfolio Planning application (sn_align_ws) if you have the admin role.The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.

Before you begin

  • Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
  • Review the Portfolio Planning application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

Useful resources :

https://www.servicenow.com/community/spm-articles/resource-assignment-and-capacity-planning-guide/ta...

https://www.servicenow.com/community/spm-articles/strategic-resource-capacity-planning-how-to-set-it...

 

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shiwan_agrawal
ServiceNow Employee
ServiceNow Employee

‎04-24-2024 05:03 AM

In addition to what Sandeep has mentioned, you can make use the configuration guide available @https://www.servicenow.com/community/spm-events/discover-and-learn-about-capacity-planning-enhanced/ec-p/269... 

This would help you identifying the prerequisites to enable capacity planning and resource planning.

If this helps, please mark this as accepted solution

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