Schedule Planning
Summarize
Summary of Schedule Planning
Schedule Planning in ServiceNow enables project managers to efficiently assign and manage employee workspace allocations aligned with project timelines. It provides a centralized way to view employees and spaces assigned to projects, create schedule plans for specific periods, and execute these plans to assign workspace locations to employees' Workplace Profiles. This helps organizations manage office space utilization and support employees returning 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 system property snwsdcore.ALLOCATIONTYPE must be set to enable schedule planning features. Access is through the Workplace Central workspace under the Schedule Planner module.
Key Functions for Project Managers
- View employees assigned to their projects.
- View spaces allocated to projects.
- Create and edit schedule plans to map spaces to employees for defined timeframes.
- Execute schedule plans to assign spaces directly to users' Workplace Profiles.
Project assignments depend on configuration via the snwsdcore.ALLOCATIONTYPE property and can be linked through department primary contact, cost center manager, or workplace entity management fields.
Schedule Plan Lifecycle
Schedule plans progress through these states:
- Draft: Initial creation without full details or assignments.
- In Progress: Details completed; workspace assignments underway.
- Published: Assignments finalized and active.
- Complete: Plan has ended; workspace assignments are deactivated. This state is set automatically by daily system jobs when the end date is reached.
- Cancelled: Plan canceled by project owner; assignments deactivated.
Practical Benefits
By leveraging Schedule Planning, ServiceNow customers can streamline workspace allocation tied to projects, improve space utilization, and support flexible workplace strategies. The integration with Workplace Profiles ensures employees have assigned spaces aligned with project needs and timelines.
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.