---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Resource management process

# Resource management process {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The resource plan is the key to understanding how resource management
works.
Important:  
Resource plans in Resource Management will no longer be available for new customers from future releases.

You're encouraged to work on resource assignments which offers more flexibility using Resource Management Workspace or Project Workspace.

For more information about migrating from resource plans to resource assignments, see [Migration of resource plans and cost plans](https://servicenow-prod.fluidtopics.net/FcqwLWBZ5EoyKv~u8SiQMg "Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.").

**Which approach applies to you?**
{#r_ResourceManagementProcess__table_rp_vs_ra__entry__3}

| Criteria | Resource Plans (classic) | Resource Assignments (current) |
|-|-|-|
| When to use | You're an existing customer who has not yet migrated to resource assignments. | You're a new customer, or an existing customer who has migrated or is migrating to resource assignments. |
| Workspace | Classic Resource Management modules (Resource \> Resource Plans) | Resource Management Workspace or Project Workspace |
| Key features | Group-based allocation, request/confirm/allocate workflow | Direct resource assignment, auto/manual distribution, inline approval, heatmap views |
| Documentation | Resource Plans topics in this section | [Resource Management Workspace](https://servicenow-prod.fluidtopics.net/jXuyhP0aImfhpq0bp42Zwg "Learn about the features, functionalities, and business value that the Resource Management Workspace provides.") documentation |
[Table 1. Resource Plans vs. Resource Assignments]

{#r_ResourceManagementProcess__table_rp_vs_ra}

For detailed migration guidance, see [Migrate from resource plans to resource assignments](https://servicenow-prod.fluidtopics.net/FcqwLWBZ5EoyKv~u8SiQMg "Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.").

A user with the resource_user role can be a resource requester. Project managers are used as resource requesters in many examples because they typically have the resource_user role and work on the planning for a project's
execution.

A resource requester [creates a resource plan](https://servicenow-prod.fluidtopics.net/WC9L1Js3CTSqzPG2lu~t3w "You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval.") to request user or group resources for tasks. Any type of
task, such as a change request, a task in the Agile scrum process, or a project task can be
added to a [resource
plan](https://servicenow-prod.fluidtopics.net/j5rbmeNaXOkeveNIEMWYTg "Resource plans are the key element in resource management.").

After a resource plan is submitted, a resource manager reviews the plan, confirms the resources, and finally allocates resources for the plan. Once the resource plans are approved, the resources begin work.