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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Using the Planning attributes

# Using the Planning attributes {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.

An attribute is a property or a characteristic defined as a resource or a task type, which is considered for attribute-based planning. These attributes can be used for resource management and financial planning.  
After the planning attributes are identified, as an admin, you can [create or edit planning attributes](https://www.servicenow.com/docs/XMXyjU1N26r2toxiPGXOSg#configure-planning-attributes "Create or edit planning attributes to plan and forecast your resources and financials for a project.") based on project requirements and metadata available from the resource table. Working on creating planning attributes involves identifying and defining the attributes to use for a project planning process.{#planning-attributes__table_yks_wgm_vwb__entry__2}

| Role | Advantages |
|-|-|
| Resource Manager (Resource Management) | * Add any resources to a planning level. * Use the resource grid to plan any attribute or make the required detailed changes. * Allocate a heatmap to view and manage weekly or monthly allocation conflicts. {#planning-attributes__ul_w2f_ygm_vwb} |
| Project Manager (Project Financials) | * Attribute-based creation of labor costs based on the new Resource Management. * Automatically generate labor costs for the external resources. * View the labor costs by the expense type based on the tasks assigned to your resources. * View the financial forecasts for split up labor costs. {#planning-attributes__ul_f3b_zgm_vwb} |
[Table 1. Role-based advantages of using planning attributes]

{#planning-attributes__table_yks_wgm_vwb} The following attributes are enabled by default for attribute-based resource mapping and to generate labor costs using financials.{#planning-attributes__table_f1y_wvh_wwb__entry__3}

| Attribute name | Resource Management | Financials |
|-|-|-|
| Employee Type | ![Yes]() | ![Yes]() |
| Expense Type | ![No](). | ![Yes]() |
| Group | ![Yes]() | ![No]() |
| Role | ![Yes]() | ![Yes]() |
| Skill | ![Yes]() | ![No]() |
[Table 2. Planning attributes]

{#planning-attributes__table_f1y_wvh_wwb}
**Related tasks**   

* [Create or edit planning attributes](https://www.servicenow.com/docs/XMXyjU1N26r2toxiPGXOSg#configure-planning-attributes "Create or edit planning attributes to plan and forecast your resources and financials for a project.")