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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Resource Allocation form

# Resource Allocation form {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Resource Allocation form

The Resource Allocation form in ServiceNow Yokohama release enables precise management of resource allocations within defined resource plans.
It allows you to specify allocation periods, assign resources filtered by relevant criteria, and track both hours and costs associated with resource planning and confirmation.
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## Key Features

* **Start and End Dates:** Define the allocation period, which must fall within the overall resource plan dates.
* **Resource Selection:** Resources are selectable based on filters such as group, role, or user specified in the resource plan, ensuring relevant assignments.
* **Confirmed/Allocated Hours:** Tracks hours confirmed or allocated to a resource, which roll up to the resource plan's aggregated hours field for consolidated tracking.
* **FTE and Person Days:** Supports different unit types based on the Request type in the resource plan---either Full-Time Equivalent units or Person Days, with fields appearing accordingly.
* **Planned Cost:** Calculates planned costs by multiplying planned hours by an hourly rate derived hierarchically from resource plan overrides, rate models, labor rate cards, or a system default. This field is not visible by default and requires form configuration to display.
* **Confirmed/Allocated Cost:** Calculates actual cost similarly to planned cost but based on confirmed or allocated hours. Also requires form configuration for visibility.
* **Multicurrency Support:** When the PPM Standard Multicurrency plugin is activated, the form displays costs in demand or project currency, reflecting accurate financial tracking in multi-currency environments.

## Practical Implications for ServiceNow Customers

This form provides a structured way to allocate resources accurately within projects or demands, ensuring hours and costs are tracked consistently. By leveraging filtering and hierarchical rate sourcing, customers can maintain precise financial oversight and resource management. Visibility of cost fields can be customized to meet organizational needs, and multicurrency features support global financial management.  
Use the Resource Allocation form to resource allocations.
{#rsrc-allocation-form__table_df1_q3r_54__entry__2}

| Field | Description |
|-|-|
| Start date | Start date for the resource allocation. The start and end dates must fall within the dates of the resource plan. |
| End date | End date for the resource allocation. |
| Resource | Resource to be allocated. The lookup results are filtered by the group, role, or user selected on the resource plan. |
| Confirmed/Allocated hours | Number of hours that the system confirms or allocates to the resource when the resource plan is confirmed or allocated. Confirmed and allocated hours roll up to the Confirmed/Allocated hours field on the resource plan. |
| FTE | Number of units for the full-time equivalent selection. This option appears if you selected FTE for the Request type field on the resource plan. |
| Person Days | Number of units for the person days selection. This option appears if you selected Person Days for the Request type field on the resource plan. |
| Planned cost | Planned cost of the resource. `Planned Cost = Planned hours * hourly rate`The hourly rate is derived from one of the following sources: * Resource rate from the resource plan, if the Rate override option is selected. * [Rate model](https://www.servicenow.com/docs/XPyjfU074CCRAqPuWbvd_A "Use a rate model to derive date-effective, criteria-driven hourly rates for calculating planned and actual resource costs for a project or demand."), if it is populated on the project or demand to which the resource plan is associated. * Labor rate card, if rate model is not available. * System property com.snc.time_card.default_rate if all the other conditions fail. {#rsrc-allocation-form__ul_j4x_vq3_ffb} Planned costs roll up to the Planned cost field on the resource plan. The field is not visible on the form by default. Configure the form to add this field if it is not visible. |
| Confirmed/Allocated cost | Cost of the resource. `Confirmed/Allocated Cost = Confirmed/Allocated hours * hourly rate` The hourly rate is derived from one of the following sources: * Resource rate from the resource plan, if the Rate override option is selected. * Rate model, if it is populated on the project or demand to which the resource plan is associated. * Labor rate card, if rate model is not available. * System property com.snc.time_card.default_rate if all the other conditions fail. {#rsrc-allocation-form__ul_n3c_zq3_ffb} Confirmed and allocated costs roll up to the Confirmed/Allocated cost field on the resource plan. The field is not visible on the form by default. Configure the form to add this field if it is not visible. |
| Confirmed/Allocated cost in demand currency | Confirmed/Allocated cost of a demand task in demand currency when the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated and Demand Currency view is enabled. |
| Confirmed/Allocated cost in project currency | Confirmed/Allocated cost of a project task in project currency when the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated and Project Currency view is enabled. |
[Table 1. Resource Allocation form]

{#rsrc-allocation-form__table_df1_q3r_54}