Resource Management Workspace release notes
Summarize
Summary of Resource Management Workspace Release Notes
The Washington DC release of the ServiceNow® Resource Management Workspace application enhances resource management for resource managers by providing a dedicated workspace to efficiently view and manage resource assignments. Key updates include new features and improved usability to streamline operations.
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Key Features
- Create Custom Resource Cards: Build a resource board to view all resource work and unassigned tasks.
- Filter Unassigned Work: Utilize custom queries to filter and prioritize unassigned tasks.
- Microsoft Teams Integration: Collaborate directly with task owners through integration with Microsoft Teams.
- Resource Allocation Health Iconography: Use visual indicators to assess resource allocation health quickly.
- Reassign or Unassign Work: Easily manage resource assignments through drag-and-drop functionality and context menus.
- Inline Editing: Edit resource allocations in the top tray for assignments without actuals captured.
- Export Options: Export the resource card view as CSV or Microsoft Excel for sharing with stakeholders.
Key Outcomes
With these enhancements, ServiceNow customers can expect improved efficiency in managing resource assignments, better visibility into resource allocation, and easier collaboration across teams. The updates aim to streamline the workflow, allowing resource managers to focus on priority tasks and make informed decisions based on real-time data.
The ServiceNow® Resource Management Workspace application provides resource managers with a more efficient way to work with a dedicated workspace to view and manage resource assignments. Resource Management Workspace was enhanced and updated in the Washington DC release.
Resource Management Workspace highlights for the Washington DC release
- Create custom resource cards to build a resource board and view all resource work and unassigned tasks.
- Filter unassigned work using the filters by creating a custom query.
- Collaborate with the task owner using the Microsoft Teams integration.
- Identify the resource allocation health using iconography.
- Reassign or unassign the assigned work of your resources. Edit resource allocations of resource assignments in the top tray using the inline editing feature.
- Export the resource card view as CSV or Microsoft Excel.
See Resource Management Workspace for more information.
New in the Washington DC release
- Create resource card
- Create, navigate, and work on resource assignments among your custom persistent portfolios by creating resource cards.
- Filter unassigned tasks
- Efficiently work on resource assignments for priority items by filtering unassigned tasks.
- New iconography to view resource allocations and heatmap modals
- Get a high-level view of over-allocated resources using the resource allocation imbalance icon (
). - Identify the resources allocated within the available bandwidth with the resource allocations icon (
). - Reassign or unassign the assigned work
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- Reassign or unassign resource allocations using the row context menu.
- Drag and drop the work assignments among the users with same planning attributes to reassign work.
- Export the resource portfolio view
- Export the resource card view as a CSV or Microsoft Excel and share them with relevant stakeholders, even if they don’t have access to your instance.
- Edit resource assignments using the inline editing feature
- Edit resource allocations using the inline editing feature in the top tray for the resource assignments which do not have actuals captured.
UI changes
- Resource Management Workspace
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- New New Resource Card button to create custom boards.
- Introduced quick search to filter and locate resource cards.
- New filter option to create a custom query for filtering unassigned tasks.
- New row context option to Unassign work.
- New row context option to Reassign work.
- Added Export option in More Actions menu.
- New iconography to view operational work assignments.
Activation information
Resource Management Workspace is a ServiceNow AI Platform feature that is active by default.