Resource Allocation form

Release version: Zurich

Updated July 31, 2025

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Summary of Resource Allocation form

The Resource Allocation form in ServiceNow's Zurich release enables precise management and tracking of resource allocations within your resource plans. It ensures that allocation periods, hours, costs, and resource details are accurately recorded and aligned with the associated resource plan.

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Key Features

Start and End Dates: Define the allocation period, which must fall within the resource plan's overall dates.
Resource Selection: Resources can be selected and filtered by group, role, or user based on the resource plan criteria.
Confirmed/Allocated Hours: Displays the number of hours confirmed or allocated for the resource, which roll up to the resource plan’s corresponding field.
Full-Time Equivalent (FTE) and Person Days: These fields appear depending on the request type chosen in the resource plan, allowing you to specify allocation units accordingly.
Planned and Confirmed/Allocated Costs: Costs are calculated by multiplying hours by an hourly rate derived from various sources such as resource plan overrides, rate models linked to projects or demands, labor rate cards, or a default system property. These cost values aggregate up to the resource plan for comprehensive financial tracking.
Multicurrency Support: When the PPM Standard Multicurrency plugin is activated, costs are available in demand or project currency views to support global financial management.
Configurable Form Fields: Some cost fields are not visible by default but can be added through form configuration to suit your reporting needs.

Key Outcomes

Accurate allocation of resources within defined timeframes ensuring alignment with project timelines.
Clear visibility into hours and cost commitments per resource, aiding budget management and forecasting.
Support for different allocation measurement units (hours, FTE, person days) based on project requirements.
Flexibility to manage resource cost data in multiple currencies, essential for multinational organizations.
Integration with rate sources ensures that cost calculations remain consistent and reflect organizational policies.

Use the Resource Allocation form to resource allocations.

Table 1. Resource Allocation form
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, 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. 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. 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.