---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# New Resource Assignment form

# New Resource Assignment form {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Fill in the following fields to create a resource assignment using Resource Management Workspace.
{#create-ra-form-rmw__table_s2p_rdy_bcc__entry__2}

| Field | Description |
|-|-|
| Assignment type | Select an assignment type from the list. * User - to create a resource assignment for a user. * Group - to crate a resource assignment for a group. {#create-ra-form-rmw__ul_ud4_wfy_bcc} |
| Resource | Name of the resource. This field is disabled for Group assignment. |
| Group | Name of the group to create resource assignment. If a resource is selected, the primary group name is populated by default. |
| Role | Primary role for the employee. * If a resource is selected, the primary role is populated by default. * This field is disabled for Group assignment. {#create-ra-form-rmw__ul_jzj_pgy_bcc} |
| Skill | Primary skill of the resource. * If a resource is selected, the primary role is populated by default. * This field is disabled for Group assignment. {#create-ra-form-rmw__ul_grb_5gy_bcc} |
| Effort type | Select the effort type to request a resource. * Hours - to request a resource or group by hourly basis. * FTE - to request a resource or group by FTE.By default, one FTE is 8 hours. * Person days - to request a resource or group by Person days. {#create-ra-form-rmw__ul_xzf_wgy_bcc} |
| Effort | Enter the required effort count. |
| Name | Enter a custom name for resource assignment. |
| Task | Select the task from the list to associate the resource assignment. |
| Start date | Select the start date of the assignment using the calendar palette. |
| End date | Select the end date of the assignment using the calendar palette. |
| Resource status | Select the state of the resource assignment. * Pending * Approved * Unapproved * Unassigned {#create-ra-form-rmw__ul_szd_c3y_bcc} |
| Rate override | Select this option to override the resource rate to match with your organization requirements. |
| Resource rate | Select the required currency and enter the resource rate. |
| Ready for review | Select an option from the list so that the resource manager can review the request for allocation. * Yes - if the resource assignment request is finalized and ready for resource manager's review for allocation. * No - if the resource assignment details are still being updated. {#create-ra-form-rmw__ul_ubt_3y4_ydc} |
| Notes | Enter details about the assignment to help resource manager or project manager with insights and additional information. |
[Table 1. New Resource Assignment form]

{#create-ra-form-rmw__table_s2p_rdy_bcc}