Resource Management Workspace release notes
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 Xanadu release.
Resource Management Workspace highlights for the Xanadu release
- Create resource assignments from Resource Management Workspace.
- Create a resource board by filtering tasks to view assigned resources and manage their allocations based on the priority of the work.
- Split an assigned resource assignment to divide and assign the work to another resource to handle resource allocations.
- Identify allocation and status changes to the resource assignment using the new iconography.
- Group resources from a resource board based on Primary Group, Primary Role, Primary Skill, Owner, or Parent Item.
See Resource Management Workspace for more information.
Important:
Resource Management Workspace is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.
New in the Xanadu release
- Resource Management Workspace
- View updates to any approved task by using the new iconography. Use the Group By feature to group resources on a board.
- Create a resource card in Resource Management Workspace
- Create resource cards in Resource Management Workspace to filter and view resources by primary attributes or project item of work. Use the Unassigned tasks toggle to create a custom filter and view the unassigned tasks in the bottom tray.
- Create resource assignments and operation resource assignments in Resource Management Workspace
- Resource Managers and Project Managers can directly create resource assignments and operational resource assignments from the resource board view to allocate, and approve the efforts.
- Manage unassigned and assigned tasks
- Assign the unassigned tasks from the bottom tray and approve the assigned tasks from the top tray.
- Split resource a assignment, Reassign or unassign the assigned tasks
- Split a resource assignment to create a duplicate assignment from a specific date. Resource managers can assign this split work to other resources with the same primary attributes. Reassign the assigned tasks from the primary resource to another resource who has the same primary attributes to manage the primary resource's work load, resource time offs, or to allocate operational work.
UI changes
- Resource Management WorkspaceResource Management Workspace
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- New row context menu Split option to split work.
- Rephrased the existing Unassign task row context menu to Unassign.
- Rephrased the existing Reassign task row context menu to Reassign.
- New options to create resource assignment and operational resource assignment.
- New iconography to identify a status change for the approved tasks.
- New Group by drop-down menu to group the resources based on the available attributes.
Changed in this release
- Resource Management Workspace
- The new Resource Management Workspace provides a more efficient, streamlined way for you to work. For information about how to upgrade, see Resource Management Workspace. Resource Management classic is still supported in this release.
Activation information
Install the Resource Management Workspace application by requesting it from the ServiceNow Store. 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 for all released apps, see the ServiceNow Store version history release notes.