Step by Step Guide on Resource Plans

maliksneha9
Mega Sage

a week 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!

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2 REPLIES 2

Tanushree Maiti
Kilo Patron

a week ago

 

You can check these articles:

https://www.servicenow.com/community/spm-articles/quick-start-guide-for-resource-management/ta-p/294...

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

https://www.servicenow.com/community/spm-articles/resource-assignment-guidance-how-to-enable-and-sta...

https://www.youtube.com/watch?v=EzzXnUGmPQA

https://www.servicenow.com/community/developer-forum/how-to-get-started-with-resource-planning/m-p/2...

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:
SPM Resource Management Workspace: How to Set-Up & Manage the Process of Assigning Resources
SPM Resource Management Workspace: How to Set-Up & Manage the Process of Assigning Resources
servicenow.com/community/spm-articles/quick-sta...
Join us for a four-part series on SPM's new Resource Management Workspace. These sessions will provide participants with in-depth knowledge of how to implement and obtain real-world outcomes from RMW. Gain a foundational understanding of RMW terms, concepts, logic and how this differs from the ...
SPM Resource Management Workspace: A new approach for assigning resources to outcomes
SPM Resource Management Workspace: A new approach for assigning resources to outcomes
youtube.com/watch?v=EzzXnUGmPQA
Part one of a four-part series on SPM's new Resource Management Workspace. These sessions will provide participants with in-depth knowledge of how to implement and obtain real-world outcomes from RMW. Gain a foundational understanding of RMW terms, concepts, logic and how this differs from the ...
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amel_chacra
ServiceNow Employee

Friday - last edited Friday

We recommend transitioning to Resource Assignments as a modern alternative to Resource Plans, especially if you’re using the Next Experience or newer workspaces.

ServiceNow’s New Resource Management brings more flexibility with its attribute-based Resource Assignment model, making it easier to align the right resources to the right work. It also connects work planning and resource scheduling across the organization, helping teams streamline planning and execution from a single, unified platform.

Overall, it’s a more scalable and future-ready approach compared to traditional Resource Plans.


https://www.servicenow.com/community/spm-articles/quick-start-guide-for-resource-management/ta-p/294...

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