Resource Allocation form

Release version: Australia

Updated March 12, 2026

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Summary of Resource Allocation form

The Resource Allocation form is designed to facilitate the allocation of resources within a project, ensuring that all necessary inputs for effective resource management are captured. This form allows users to specify details such as start and end dates, resource identification, and financial implications of resource allocations.

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Key Features

Start Date: Indicates when the resource allocation begins, constrained by the resource plan's date range.
End Date: Specifies the conclusion of the resource allocation.
Resource: Identifies the resource to be allocated, filtered by group, role, or user as per the resource plan.
Confirmed/Allocated Hours: Displays the hours confirmed or allocated, contributing to the overall resource plan.
FTE and Person Days: Options for full-time equivalent and person days are available based on the selected request type on the resource plan.
Planned Cost: Calculated as Planned hours multiplied by the hourly rate, which is derived from various sources including resource rates and labor rate cards. This field can be configured to be visible on the form.
Confirmed/Allocated Cost: Represents the cost based on confirmed hours and their associated rates, rolling up to the resource plan. Configuration is needed to display this field on the form.
Multi-Currency Support: When enabled, costs can be displayed in demand and project currencies, enhancing financial tracking across different currencies.

Key Outcomes

By utilizing the Resource Allocation form, ServiceNow customers can efficiently manage resource allocations, track associated costs, and ensure that all resource data feeds seamlessly into the overarching resource plan. This structured approach helps in maintaining budgetary control and resource availability throughout project execution.

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.