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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a resource card

# Create a resource card {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.

## Before you begin

Role required: resource_user, resource_manager, it_project_manager

## Procedure

1. Navigate to WorkspacesResource Management Workspace.
2. Select the Resource cards icon (![Resource cards icon.]()) from the menu.
3. Select the New Resource Card button (![New Resource Card button.]()).
4. Enter the following details.

   | Field | Description |
   | Name | Unique name for the filter card. Name the resource card inline with the purpose and filter condition to easily identify and access your view. |
   | Filter by | * Resource - filter and view resources by their primary planning attributes. * Work type - filter and view resources working on a demand, project, or an epic and their respective details. {#rmw-create-rsrc-card__ul_wdc_q2z_bcc} |
   | Start Date | Select the start date in the required date range to view resources. |
   | End Date | Select the end date in the required date range to view resources. |
   | Description | Enter a description explaining your resource card view. |
   |-|-|

   {#rmw-create-rsrc-card__choicetable_vrh_l2z_bcc}  
   By default, the date range is set to six months from today's date. Maximum date range is 3 years from the selected start date.
5. Select Next.
6. Create filter condition to view a custom set of resources.  
   Resource Card filters work differently than list views. When you apply a filter on a Resource Card (for example, filtering by Work type), the system identifies users who have resource assignments matching the filter criteria. The card then displays all resource assignments for those users, including Project, Demand, and Operational assignments --- not just assignments of the filtered type. To display only specific assignment types (for example, only Demand-related assignments), apply an additional filter in the Resource Management Workspace by filtering explicitly by Type.
   The default condition is set to show all active users.  
   Tip:  
   Save a filter condition using the Save filter option (![Save filter button.]()) and name the filter to easily identify it later. Next time you create a resource card, you can select one of your saved filters from the Use existing filter list and customize it further.
7. Select Confirm.  
   Note:  
   You can edit the card details and filter condition using the edit icon (![Right inclined pencil icon representing edit functionality.]()) on the resource board.

## Result

A resource board view with the list of resources matching the filter condition with their work allocations, projects they're working on, and the assignment status is displayed.

## What to do next

Enable the Unassigned tasks toggle and build a filter condition to view unassigned tasks in the Unassigned tasks bottom tray.

For more information on how to filter and view unassigned work, and handle resource assignments, see [Assign and approve unassigned work using Resource Management Workspace](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.").

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