When we have multiple Resource Management Schedules how to set default value for Resource Properties

[Anusha_Rao]

Hi All,

Following is the setup that am planning for my requirement. Please suggest me if this is correct or I can do it in any better way.

I need to set up Resource schedule for Resources where we have 4 different regions involved.

Let’s say Region A, Region B, Region C and Region D.

For Region A and Region B daily working hours : 8 

For Region C daily working hours : 7.6 (7 hours 36 minutes)

For Region D daily working hours : 9.6 (9 hours 36 minutes)

List of Holidays for all 4 regions are different.

Since out of the box Resource Management Schedule is 8 hours per day , I need to create additional resource schedules.  

In this scenario, since list of holidays are different for each region, I should create 4 holiday schedules to add as child schedule for resource schedule.

So I will create 4 holiday schedules:

RegionA_holiday schedule

RegionB_holiday schedule

RegionC_holiday schedule

RegionD_holiday schedule

I will create 4 Resource schedules – 1 Resource schedule per region

RegionA_Resource schedule and add RegionA_holiday schedule as child to include

RegionB_Resource schedule and add RegionB_holiday schedule as child to include

RegionC_Resource schedule and add RegionC_holiday schedule as child to include

RegionD_Resource schedule and RegionD_holiday schedule as child to include

Questions:

1. What value should I set up for the property Default Schedule Name ?
2. How to associate the regional schedules to resources so the capacity calculation is as per regional schedule? Should I associate the RegionA schedule to all the users of RegionA on User record?  Since we have thousands of users , is there any easy way to associate Schedule to those users?
3. What value should I set up for the property Average Daily FTE Hours/Hours Per Person Day ?
4. Default Project Management Schedule is 8 hours. Should I create multiple Project schedules per region as per their daily working hours or keeping one Project Schedule is fine?
5. While creating a Schedule entry if I leave the field Repeat until as blank then till when the schedule entry will be valid?
6. Schedules creation is considered as data and can't be moved via update sets?  We need to create these data in Production or can we do export/import from test to prod? What is the best practice ?

I am new to ServiceNow, any help is much appreciated.

Thank you,

Anusha

[Anusha_Rao]

Hi, 

 @Namita Mishra   @abhinaykumar  @Rajesh_Singh ,

I am tagging you to this post for better reach, as I have seen you answering queries related to this topic. Please help

[Rajesh_Singh]

Dear Anusha,

Sorry for late response, i was on leave for mount everest trek. just back yesterday.....here are responses

1. What value should I set up for the property Default Schedule Name ? - Leave it empty, since you have different scheduled for each users
2. How to associate the regional schedules to resources so the capacity calculation is as per regional schedule? - Should I associate the RegionA schedule to all the users of RegionA on User record?  Since we have thousands of users , is there any easy way to associate Schedule to those users? - Under Resources > Users (once you opne any user record you can see "Schedule" field on the user record, you can update there
3. What value should I set up for the property Average Daily FTE Hours/Hours Per Person Day ? Since you had already updated average hours in given particular user record - here you can Leave it empty or put 8 hours, property value will override with the hours you had updated in given user record
4. Default Project Management Schedule is 8 hours. Should I create multiple Project schedules per region as per their daily working hours or keeping one Project Schedule is fine? just one project schedule is fine
5. While creating a Schedule entry if I leave the field Repeat until as blank then till when the schedule entry will be valid? Didn't get your question what do you mean here?
6. Schedules creation is considered as data and can't be moved via update sets?  We need to create these data in Production or can we do export/import from test to prod? What is the best practice ? Use XML export or you can also add this to update sets

[Namita Mishra]

Congratulations @Rajesh_Singh on completing Mount Everest trek....

Thanks,

Namita Mishra

[Rajesh_Singh]

Thank you Namita, it was top most item of my bucket list!