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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