Resource Management Workspace release notes
Summarize
Summary of Resource Management Workspace release notes
The ServiceNow® Resource Management Workspace application offers resource managers a dedicated, efficient workspace to view and manage resource assignments. The Xanadu release introduces enhancements that enable better allocation, assignment, and visualization of resources and tasks, improving resource management workflows.
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Key Features
- Create and Manage Resource Assignments: Resource and project managers can directly create resource assignments and operational resource assignments from the resource board for streamlined allocation and approval of efforts.
- Resource Board Enhancements: Filter tasks to view assigned and unassigned resources, manage allocations by work priority, and use the Unassigned tasks toggle to focus on unassigned tasks in the bottom tray.
- Split, Reassign, and Unassign Tasks: Split existing resource assignments from a specific date to allocate parts of work to other resources with matching attributes. Reassign or unassign tasks to balance workloads, accommodate time offs, or handle operational work.
- Advanced Grouping and Filtering: Group resources on the board by Primary Group, Primary Role, Primary Skill, Owner, or Parent Item for easier resource categorization and management.
- Improved UI and Iconography: New row context menu options for splitting, unassigning, and reassigning tasks. New icons indicate allocation and status changes of resource assignments for quick identification.
- Resource Cards: Create resource cards filtered by primary attributes or project items to better visualize and organize resources in the workspace.
Activation and Compatibility
Resource Management Workspace is available for installation through the ServiceNow Store. Customers must request the application via the store to activate it. The classic Resource Management interface remains supported during this release for a smooth transition.
Related Capabilities
The workspace integrates with Capacity Planning features to provide insights into resource availability, allocation, and operational work assignments, enabling more informed approval and allocation decisions by resource managers.
The ServiceNow® Resource Management Workspace application provides resource managers with a more efficient way to work with a dedicated workspace to view and manage resource assignments. Resource Management Workspace was enhanced and updated in the Xanadu release.
Resource Management Workspace highlights for the Xanadu release
- Create resource assignments from Resource Management Workspace.
- Create a resource board by filtering tasks to view assigned resources and manage their allocations based on the priority of the work.
- Split an assigned resource assignment to divide and assign the work to another resource to handle resource allocations.
- Identify allocation and status changes to the resource assignment using the new iconography.
- Group resources from a resource board based on Primary Group, Primary Role, Primary Skill, Owner, or Parent Item.
See Resource Management Workspace for more information.
New in the Xanadu release
- Resource Management Workspace
- View updates to any approved task by using the new iconography. Use the Group By feature to group resources on a board.
- Create a resource card in Resource Management Workspace
- Create resource cards in Resource Management Workspace to filter and view resources by primary attributes or project item of work. Use the Unassigned tasks toggle to create a custom filter and view the unassigned tasks in the bottom tray.
- Create resource assignments and operation resource assignments in Resource Management Workspace
- Resource Managers and Project Managers can directly create resource assignments and operational resource assignments from the resource board view to allocate, and approve the efforts.
- Manage unassigned and assigned tasks
- Assign the unassigned tasks from the bottom tray and approve the assigned tasks from the top tray.
- Split resource a assignment, Reassign or unassign the assigned tasks
- Split a resource assignment to create a duplicate assignment from a specific date. Resource managers can assign this split work to other resources with the same primary attributes. Reassign the assigned tasks from the primary resource to another resource who has the same primary attributes to manage the primary resource's work load, resource time offs, or to allocate operational work.
UI changes
- Resource Management WorkspaceResource Management Workspace
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- New row context menu Split option to split work.
- Rephrased the existing Unassign task row context menu to Unassign.
- Rephrased the existing Reassign task row context menu to Reassign.
- New options to create resource assignment and operational resource assignment.
- New iconography to identify a status change for the approved tasks.
- New Group by drop-down menu to group the resources based on the available attributes.
Changed in this release
- Resource Management Workspace
- The new Resource Management Workspace provides a more efficient, streamlined way for you to work. For information about how to upgrade, see Resource Management Workspace. Resource Management classic is still supported in this release.
Activation information
Install the Resource Management Workspace application by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.