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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Explore

# Exploring Resource Management Workspace {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Exploring Resource Management Workspace

The Resource Management Workspace in ServiceNow provides a centralized, dedicated environment for resource managers to efficiently oversee team allocations and resource requests.
It consolidates visibility of resource workloads, unassigned tasks, and allocation details, simplifying resource management across various use cases.
Show full answer Show less  

## Key Features

* **Persistent card view:** Allows resource managers to create focused, filtered views of teams, roles, or skills to streamline resource tracking.
* **Resource allocation view:** Offers a detailed breakdown of assigned work at weekly or monthly levels with availability indicators.
* **Unassigned tasks tray:** Displays pending resource requests, enabling quick identification and assignment of unallocated work.
* **Resource finder with AI assistance:** Uses Now Assist skills to analyze multiple factors such as role alignment, skills, capacity, and historical workload to recommend best-fit candidates for assignments. Provides a fit score and rationale to facilitate informed decision-making.
* **Integration with Microsoft Teams:** Enables seamless collaboration with task owners for improved insights.
* **Work approval controls:** Allows managers to approve, unapprove, or set work assignments to pending status to prioritize resource allocation.
* **Iconography and heatmap modals:** Visually highlight overallocated resources and display effort breakdowns to help maintain balanced workloads.

## Key Outcomes

* **Efficient staffing:** Quickly identify and assign the best resources to unassigned work using AI-driven recommendations with clear rationale.
* **Balanced workload management:** Visual indicators and heatmaps help prevent overallocation and enable workload redistribution within teams.
* **Improved resource utilization:** Handles partial availability by suggesting resource pairing to cover assignment periods fully.
* **Streamlined collaboration:** Integration with Microsoft Teams facilitates communication between resource managers and task owners.

## Getting Started

* Configure the workspace and enable necessary permissions and features.
* Create resource cards for filtered views tailored to your team's roles and skills.
* Use the unassigned tasks tray to view and assign work to suitable resources.
* Manage, adjust, and approve resource allocations to optimize team workload and project delivery.  
Learn about the features, functionalities, and business value that the Resource Management Workspace provides.

This provides a centralized view of the resource allocation and requests. As a Resource manager, you get a dedicated workspace to view the team's allocation and breakdown of the work assigned to the resources.

Resource Management Workspace provides a centralized view of the resource allocations and resource requests. This workspace eases resource management problems and covers a wider set of use cases.

## Features and benefits {#explore-rmw__section_icv_msl_b1c}

{#explore-rmw__table_olw_4sl_b1c__entry__2}

| Feature | Benefit |
|-|-|
| Persistent card view | Create focused view to view and work on resource allocations. |
| Resource allocation view | Breakdown view of resource allocations at weekly or monthly level. |
| Allocate the unassigned work | Filter the unassigned tasks to view and allocate the work. |
| Integration with Microsoft Teams | Effortlessly collaborate with the task owner for additional insights. |
| Approve work for resources | Move the assigned work status to Approved, Unapproved, or Pending to allocate the prioritized work. |
| Iconography | Identify overallocated resources and reassign to maintain allocations within the resource bandwidth. |
| Heatmap modals | Breakdown view of the assigned work and efforts. |
[ ]

{#explore-rmw__table_olw_4sl_b1c}

## Resource Management Workspace overview {#explore-rmw__section_rmw_overview_visual}

The Resource Management Workspace provides a centralized view for managing resource allocations and work assignments.
Figure 1. Resource Management Workspace main interface

The workspace is organized into the following areas:

* Resource board: Create filtered views to focus on specific teams, roles, or skills. For more information, see [Create a resource card](https://www.servicenow.com/docs/EJPOcdsX1Gbm0XIUCX75lQ "Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.").
* Resource allocation view (top tray): Displays assigned work for each resource with weekly or monthly allocation breakdown and availability indicators.
* Unassigned tasks (bottom tray): Shows pending resource requests that needs to be assigned. For more information, see [Assign unassigned work](https://www.servicenow.com/docs/l60iNql6GygzLZtIxMRoHA "Filter the unassigned work to view priority requests and assign them to resources. Quickly connect with the requester via Microsoft Teams to get additional insights and approve the assigned work using the inline editing feature.").

## Resource finder {#explore-rmw__section_kz2_fml_bjc}

Resource managers often spend significant time manually searching for the right person to staff an unassigned assignment. The AI Resource Finder removes this guesswork by using Now Assist skills to analyze your resource pool and
recommend the best-fit candidates. Each candidate is ranked by a fit score and accompanied by a plain-language rationale explaining the recommendation.

Resource finder uses the Resource fit analysis skill, which considers multiple dimensions simultaneously. These dimensions include whether the resource's planning attributes, such as role and skills group, align with what the
assignment demands. They also include how much capacity the resource has during the assignment period, and how the resource's historical allocation patterns compare to the requested effort.  
Note:  
Access to the Resource fit analysis skill is subject to the access requirements configured for the skill. If the current user doesn't meet those requirements, Resource finder shows candidates without a fit score or rationale.  
The output of this matching process is two-fold:

* Fit score - a percentage that represents how closely a resource matches the requirements of an assignment. The score blends attribute alignment, temporal availability, and workload balance into one number so you can compare candidates at a glance.
* Rationale - a short explanation of why the Resource fit analysis considers them a good fit. The rationale references specific factors like availability windows, complementary pairing opportunities, and attribute matches.
a expressed as a percentage, and a rationale that explains the reasoning in plain language. For example, a resource might receive a 30% fit score with a rationale noting that the person is available only in April and July, and suggesting they be paired with another resource to cover the May and June gap. The score gives you a quick ranking; the rationale gives you the context to act on it.

The Resource finder lets you compare each resource's available capacity against the requested effort for the assignment. Effort values respect the unit and cadence based on user preference such as hours, FTE, or person days on a
weekly or monthly basis.

The availability heatmap uses color coding to make this comparison instant. A green cell means the resource has enough capacity to meet the requested effort for that period. A red cell means they fall short. For example, if the
requested effort is 1 FTE per month and a candidate shows 1 for April and 0 for May. April appears green and May appears red. This helps you immediately see the gap without doing any mental math.  
Advantages of using Resource finder  
* Quickly staff an unassigned assignment: Resource managers use the Resource finder option from the unassigned assignment's three-dot menu. The AI insights presents a ranked shortlist which the resource manager can reviews the rationale, confirm availability, and assigns the best fit within a single modal flow.
* Handle partial availability with resource pairing: Resource Finder surfaces the real-time availability through its rationale, which suggests pairing two resources to cover the complete period. For example, one resource covers April and July while another covers May and June.
* Balancing workloads: resource board indicator in the Resource finder highlights which candidates already belong to the manager's boards. This makes it easier to redistribute work within the existing team before pulling in resources from other groups.

## Getting started {#explore-rmw__section_rmw_getting_started}

Follow these steps to begin using the workspace.

1. [Configure the workspace](https://www.servicenow.com/docs/3Bi78yPdqjLowJGhIZAtcQ "Install the Resource Management Workspace application from the ServiceNow Store.") to enable the required features and permissions.
2. [Create a resource card](https://www.servicenow.com/docs/EJPOcdsX1Gbm0XIUCX75lQ "Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.") to define your filtered view of resources.
3. [View and assign unassigned work](https://www.servicenow.com/docs/l60iNql6GygzLZtIxMRoHA "Filter the unassigned work to view priority requests and assign them to resources. Quickly connect with the requester via Microsoft Teams to get additional insights and approve the assigned work using the inline editing feature.") to available resources.
4. [Manage resource allocations](https://www.servicenow.com/docs/KjbxfEEHY4Lgna1wktpH7Q "Manage resource allocations to change efforts, start and end dates, extend and so on to adjust resources based on their availability and the priority of the tasks.") to adjust and approve assignments.