--- sourceDocument: Xanadu Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Resource Management classic # Resource Management classic {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read The ServiceNow® Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization. Important: Resource plans in Resource Management will no longer be available for new customers from future releases. Existing customers are encouraged to work on resource assignments which offers more flexibility in assigning and managing the work. * New customers: [Use Resource Management Workspace](https://www.servicenow.com/docs/X8cSvPgLXR~eLkswt66i3w "Create custom resource board views of persistent portfolios to view the current resource allocation and resource requests for all of your resources and work.") or [Project Workspace](https://www.servicenow.com/docs/I9fnk7JcS517LGZDIw_XRw "Use the Resource Management application to allocate and manage your resources in the Project Workspace.") to request resources for any work. Resource managers can use Resource Management Workspace to [assign, approve, and manage the resource assignments](https://www.servicenow.com/docs/U_2Eh~TCxynMDU5xMADBtQ "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."). * Existing customers: * If you already have resource management and working with resource plans, you can continue using it, but we encourage you to migrate and start using resource assignments. * For more information on migrating from resource plans to resource assignments, see [migrate your resource plans and operational resource plans to resource assignments](https://www.servicenow.com/docs/IIPSgg39VEZU3rTLGYPpzw "Effortlessly migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.") and starting using the Resource Management Workspace to continue managing your work. {#c_ResourceManagement__ul_pmm_ckg_vfc} {#c_ResourceManagement__ul_fdq_clg_vfc}Resource Managers are encouraged to use the [Resource Management Workspace](https://www.servicenow.com/docs/4o5HPWYS10TWR3x52UJHmw "The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.") to assign, approve, and manage resource assignments. Resource Management Workspace is a dedicated workspace view for Resource Managers where you get insights about unassigned tasks, heatmap view of resource bandwidth, custom view to handle priority resource assignment requests, and so on. Resource Management will not be enhanced for performance or functionality. Resource managers use the application to allocate resources to tasks. The Resource Management application can be used in conjunction with any task on the platform, including project tasks, incidents, problems, or changes. Watch this four-minute video to learn about the purpose of Resource Management application, creating resource plans, requesting and allocating resources, and analyzing resource availability and capacity for maximum resource utilization. With the Resource Management application: * Resource requesters can create resource plans that specify group or user resources required by tasks. They can verify resource availability and change their resource plans prior to requesting resources. * Resource managers can view availability, existing allocations, and utilization for the requested resources and make allocations based on resource availability. * Resource managers can change resource plan dates, resources, requested hours and proposed allocations for resource utilization and availability. {#c_ResourceManagement__ul_ydh_2hn_lt} The Resource Management application is activated as part of the [PPM Standard](https://www.servicenow.com/docs/zZMr1gekCtwxQ42pA3jCiA "Activate the PPM Standard plugin (com.snc.financial_planning_pmo) if you have the admin role. This plugin installs the Project Portfolio Management applications."). * **[Resource management process](https://www.servicenow.com/docs/~O5C5obO9Q~gvcSP__DF_Q)** The resource plan is the key to understanding how resource management works. * **[Resource plans](https://www.servicenow.com/docs/zU6itCx3cUFlDjBIBJ0y0A)** Resource plans are the key element in resource management. * **[Migration of resource plans, operational resource plans, and cost plans](https://www.servicenow.com/docs/IIPSgg39VEZU3rTLGYPpzw)** Effortlessly migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace. * **[Create requested allocations for a resource plan](https://www.servicenow.com/docs/quFq8n529lpyHCx1jp3pfA)** Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, resource requesters can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state. * **[Resource allocation](https://www.servicenow.com/docs/u3FY0aRJNPxbdq2IZxo9UA)** After resource requesters create a resource plan, resource managers can confirm the resources to move the plan to the Confirmed state. Resource managers can then allocate resources to the plan and move it to the Allocated state. * **[Capacity planning overview](https://www.servicenow.com/docs/35G_7Q35bQGbJXYUcdsvdg)** Capacity Planning page provides resource managers with a comprehensive view of capacity, allocations, and utilization of resources. As a resource manager, you can use it to review resource capacity and existing allocations and then confirm resources to a demand or project. * **[Allocation workbench](https://www.servicenow.com/docs/YsKiH~mr3263m1Yi_K9MBA)** Use the allocation workbench to allocate your resources effectively to the requesting investments by evaluating resource capacity and availability. * **[Resource schedules](https://www.servicenow.com/docs/99OOsF4e6VD810ea5E9Mug#c_UsingResourceSchedules)** Understand the default schedules used in Resource Management and learn how to create your own custom schedules. * **[Resource events](https://www.servicenow.com/docs/9n3VZitjgr58pRwUWYUG6g)** A resource event is a block of time that a resource spends on a task. * **[Resource Management reports](https://www.servicenow.com/docs/3qK2crQKitm983RHdKCVLQ)** Resource Management reports provide the resource requester and resource managers with resource allocations, availability, and utilization. * **[My Calendar](https://www.servicenow.com/docs/6eeP9A233h7sbWTCcduauQ)** Any user with the resource_user role can open My Calendar to view, add, and modify their planned work, actual work, operational work, administrative tasks, and personal activities. * **[Use Resource Diagnostics to detect corrupt resource data](https://www.servicenow.com/docs/RiJqOdqmtpQ_D0VQJrSlRg)** The Resource Diagnostics feature uses the Application Diagnostics Tool to detect corrupt data for a resource, such as duplicate aggregates for users, or dailies without a top task. * **[Resource Management reference](https://www.servicenow.com/docs/7Mr4ca0aBnEtUiiuT1l8fA)** Reference information to provide additional details about Resource Management such as the fields, user roles, tables, and guidelines.