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ServiceNow PPM - Resource Management Cheat Sheet Cheat Sheet (DRAFT) by

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Properties for Resource Management

com.sn­c.r­eso­urc­e_m­ana­gem­ent.de­fau­lt_­sch­edule
The schedule using which the resource hours are calculated
com.sn­c.r­eso­urc­e_m­ana­gem­ent.sh­ow_­wee­k_m­ont­h_t­oggle
Allows to toggle between week and month*
com.sn­c.r­eso­urc­e_m­ana­gem­ent.ma­x_d­ur_­res­our­ce_­finder
Max allowed duration for which resource details are shown
com.sn­c.r­eso­urc­e_m­ana­gem­ent.us­e_b­udg­et_­ref­ere­nce­_rates
if yes then budget Reference rates are used, else exchange rates are used to calculate resource cost
com.sn­c.r­eso­urc­e_m­ana­gem­ent.pe­rce­nta­ge_­all­oca­tio­n_n­ormal
Threshold calcul­ation to treat whether the employee not fully utilized
com.sn­c.r­eso­urc­e_m­ana­gem­ent.pe­rce­nta­ge_­all­oca­tio­n_w­arning
Max allowed alloca­tion, post which report will show oragne indicating limited availa­bility
com.sn­c.r­eso­urc­e_m­ana­gem­ent.av­era­ge_­dai­ly_fte**
Amount of hours for all resources, set globaly overriden by field on sys_user table or Group table
com.sn­c.r­eso­urc­e_m­ana­gem­ent.al­loc­ati­on_­int­erv­al_­minutes
Default duration for calender event for resource
com.sn­c.r­eso­urc­e_m­ana­gem­ent.fi­rst­_da­y_o­f_week
First day of the week, to ensure correct timecard creation
com.sn­c.r­eso­urc­e_m­ana­gem­ent.ru­n_s­tat­e_c­han­ges­_async
Allows cancel­lation and Allocation to run in ASYNC
com.sn­c.r­eso­urc­e_m­ana­gem­ent.ex­clu­de_­eve­nts­_fr­om_­sch­edule
Events to avoid Capacity Calcul­ation ex time_off
com.sn­c.r­eso­urc­e_m­ana­gem­ent.ca­len­dar­_sh­ow_­sof­t_a­llo­cations
Allows either RM or All to see softbookin in Calender
com.sn­c.r­eso­urc­e_m­ana­gem­ent.nu­mbe­r_o­f_r­eco­rds­_to­_fe­tch­_at­_a_time
Amount of records to be pulled into the resource Grid(s­pecific to London Release)
*Appli­cable to Resource Grid, which is London release functi­ona­lity.
*Both FTE Value and the schedule should be in SYNC always.

Key Script Include

Resour­cePlan
 

Major Tables Involved

resour­ce_plan
Allows to Plan Resource user or group
reques­ted­_al­loc­ation
For the period of resource plan the requested alloca­tions are created based on available FTEs
resour­ce_­all­ocation
Records are created for Soft and updated during the Hardbo­oking for each resource for each week in requested period
resour­ce_­all­oca­tio­n_daily
These records are associated with the Resource Alloca­tion, where a daily Allocation is shown for the RM
resour­ce_­agg­reg­ate­_daily
The records are created for each user for each day indicating capacity, utiliz­ation and availa­bility
resour­ce_­agg­reg­ate­_weekly
The records are created for each user for each week indicating capacity, utiliz­ation and availa­bility
resour­ce_­agg­reg­ate­_mo­nthly
The records are created for each user for each month indicating capacity, utiliz­ation and availa­bility

Key Roles involved in Resource Management

resour­ce_­manager
This treats an end user has Resource Manager who has the ability to accept / reject resource Plans
resour­ce_user
This role helps the end user to read and update resource plan whenever needed
pps_re­source
One of the major roles where the user is treated as Resource for Resource Manage­ment, it also updates the capacity and availa­bility of Users

Process Flow