Schedule Planning
Summarize
Summary of Schedule Planning
Schedule Planning in ServiceNow's Zurich release enables project managers to efficiently assign and manage employee workspace allocations based on project timelines. It allows viewing assigned employees and allocated spaces, creating schedule plans for specific periods, and executing these plans to assign spaces to employees’ Workplace Profiles. This capability supports organizations in managing office space utilization as employees return to the workplace.
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Access and Setup
To use Schedule Planning, you must install the Workplace Central and Workplace Space Management plugins from the ServiceNow Store. Additionally, the snwsdcore.ALLOCATIONTYPE property must be set to enable schedule planning features.
Access Schedule Planning via All > Workplace Central and select the Schedule Planner module. Project owners can view and manage schedule plans, projects, spaces, and users assigned to their projects. Projects are assigned based on specific fields (Primary contact, Manager, Managed by group, or Managed by field) contingent on the snwsdcore.ALLOCATIONTYPE configuration.
Schedule Plan Lifecycle
Schedule plans progress through several states:
- Draft: Created but details and assignments are not yet started.
- In Progress: Details completed and workspace assignments underway.
- Published: Workspace locations assigned to all users.
- Complete: End date reached; assignments deactivated automatically.
- Cancelled: Plan cancelled by the project owner; assignments deactivated.
A daily job automatically completes schedule plans that have reached their end date.
Practical Benefits for ServiceNow Customers
- Streamlines workspace allocation aligned with project timelines, improving office space utilization.
- Enables project owners to control and track employee space assignments effectively.
- Automates lifecycle management of schedule plans to reduce manual overhead.
- Integrates with Workplace Profiles to ensure employees have assigned spaces during project periods.
- Supports flexible assignment based on organizational roles and project ownership.
Manage space assignments to help employees head back to the office.
Schedule Planning overview
Schedule Planning provides a streamlined experience for project managers to assign and manage employee assignments based on project time frames.
As a project manager, you can do the following:
- View a list of employees assigned to your project
- View a list of spaces allocated for your project
- Create a schedule plan for a specific period to map spaces to the employees
- Execute a schedule plan to assign spaces to the Workplace Profile of the users
Accessing Schedule Planning
You must install the following plugins to use the Schedule Planner module:
- Workplace Central
- Workplace Space Management
You can install the plugins from the ServiceNow Store. You can also visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information of all the released apps, see the ServiceNow Store release notes.
As a project owner, you can view the created schedule plans, projects assigned to you, and the spaces and users assigned to the projects. You can create a schedule plan or edit existing schedule plans. For more information, see Working with Schedule Planning.
- Primary contact field of the department
- Manager field of the cost center
- Managed by group or Managed by field of the workplace entity
Only one of the fields is considered for the project list based on the sn_wsd_core.ALLOCATION_TYPE property.
Schedule Plan states
A schedule plan can be in one of the following states:
- Draft: Project owner has created a new schedule plan but has not filled the details or started the workplace assignments.
- In Progress: Project owner has filled the schedule plan details and the workplace locations are being assigned to the users.
- Published: Schedule plan is created and the workplace locations are assigned to all the users.
- Complete: Schedule plan has reached the specified end date and the workplace location assignments are made inactive.
- Cancelled: Project owner has cancelled the schedule plan and the workplace location assignments are made inactive.