Step by Step Guide on Resource Plans

maliksneha9 · 3 hours ago

Hi everyone,

I am looking for guidance on the step-by-step process to implement and configure Resource Management before starting to use Resource Plans in ServiceNow.

I want to make sure we follow the correct setup and don’t miss any foundational configurations. Specifically, I would like to understand:

What are the prerequisites before creating Resource Plans?
How should we configure:
- Users and roles
- Groups (resource groups)
- Schedules and working hours
Is there any setup required for:
- Resource pools
- Skills
- Allocation settings

Also, are there any best practices or common mistakes to avoid when starting with Resource Plans?

My goal is to have a properly configured system before using Resource Plans in projects, rather than fixing issues later.

Thanks in advance for your help!