--- 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 --- # Manage resource assignments from Project Workspace # Manage resource assignments from Project Workspace {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Manage resource assignments from Project Workspace ServiceNow's Project Workspace allows you to optimize project execution by managing resource assignments directly within the workspace. You can allocate resources to specific projects or tasks based on attributes like skills and availability. Resource assignments generate backend resource plans that detail allocation throughout the project lifecycle. These assignments require approval by resource managers to ensure alignment with overall resource strategy and can be dynamically edited as projects evolve. Show full answer Show less ## Key Features * Create attribute-based resource assignments for projects or tasks. * Edit resource assignments inline, including changes to dates, resources, effort, and allocations. * Visualize resource availability with a color-coded heatmap modal to aid in planning and reassignment. * View primary attributes such as Group, Role, and Skill to facilitate appropriate resource selection. * Switch effort views between Hours, Full-Time Equivalent (FTE), or Person Days to suit reporting needs. * Synchronize resource assignment dates with project task timelines to maintain schedule alignment. ## Key Outcomes * Streamlined allocation of resources aligned with project timelines and requirements. * Improved resource utilization through attribute-based assignments and dynamic adjustments. * Enhanced visibility into resource availability using heatmap visualizations. * Controlled resource engagement via an approval process ensuring compliance with availability and skill requirements. * Efficient management of resource assignments, including creation, updates, and deletions, all within Project Workspace. ## Additional Information Effort calculations for resource assignments depend on the **com.snc.resourcemanagement.excludestatusfromcapacity** property, which administrators can configure to include or exclude certain assignments in effort calculations. The Resource Management Workspace also features dashboard widgets for tracking allocation, utilization, and assignment status, supporting better resource oversight. Optimize project execution by assigning resources to tasks within the Project Workspace. You can create resource assignments for any project or project task, specifying the tasks to be performed and the resources to be allocated. Use the Resource Management application to allocate and manage your resources in the Project Workspace. ## Resource assignments {#use-ra-rmw__section_ils_p2d_sbc} Resource assignment is a process of allocating a resource or group of resources to a project task. When a resource assignment is initiated, a resource plan is auto-generated in the back-end of the project management system. This resource plan details the information of how resources would be allocated throughout the project. Resource assignments are approved by the resource manager to make sure that the allocation aligns with the overall resource strategy, considering factors such as availability, skills, and project priorities. Resource assignments remain dynamic and can be edited throughout the project life cycle. Resources can be assigned based on defined attributes such as skills, expertise, or other criteria relevant to the project or task. Note: Resource efforts calculations are driven by the com.snc.resource_management.exclude_status_from_capacity property. Admin can configure this property to calculate efforts for certain defined resource assignments only. For more information, see [Resource Management properties](https://servicenow-prod.fluidtopics.net/ksyqUn1ODPiH7836_Ozm9Q "The Resource Management application provides several properties to control allocations, schedules, and other settings."). Edit the child resource assignments directly using the inline editing from the resource assignment pane. Using Resource Management, you can create, plan, track, and monitor resource assignments at a project or task level in the Project Workspace. With Resource Management in Project Workspace, you can: * Create an attribute-based resource assignment. * Change the resource assignment dates, resources, efforts, and proposed allocations at any level of the project. * View resource allocations using new heatmap modal. The allocations are color-coded to display the availability of the resources. * View the primary attributes such as Group, Role, and Skill of each resource in the resource assignment pane. They are useful when you work on reassigning a task to a different user with the same primary attributes. * Switch between Hours, FTE, or Person Days effort types to view resource allocations. {#use-ra-rmw__ul_eqf_wvb_d1c} Important: Resource efforts calculations are driven by the com.snc.resource_management.exclude_status_from_capacity property. Admin can configure this property to calculate efforts for certain defined resource assignments only. For more information, see [Resource Management properties](https://servicenow-prod.fluidtopics.net/ksyqUn1ODPiH7836_Ozm9Q "The Resource Management application provides several properties to control allocations, schedules, and other settings."). ## Key features {#use-ra-rmw__section_s3h_x2d_sbc} With resource assignments, you can: * Determine the resource engagement timing and allocate resources for specified durations, contributing to the creation of a timeline for task completion. * Align task execution with the project plan, ensuring tasks are carried out in accordance with specified timelines and resource requirements. * Initiate an approval process that is conducted by a resource manager and make sure it aligns with project targets and resource availability. {#use-ra-rmw__ul_cfx_csx_d1c} ## Key benefits {#use-ra-rmw__section_oxy_52d_sbc} Using Resource Management, you can create, plan, track, and monitor resource assignments at a project or task level in the Project Workspace. With Resource Management in Project Workspace, you can: * Create an attribute-based resource assignment. * Change the resource assignment dates, resources, efforts, and proposed allocations at any level of the project. * View resource allocations using new heatmap modal. The allocations are color-coded to display the availability of the resources. * View the primary attributes such as Group, Role, and Skill of each resource in the resource assignment pane. They are useful when you work on reassigning a task to a different user with the same primary attributes. * Switch between Hours, FTE, or Person Days effort types to view resource allocations. {#use-ra-rmw__d7890e68} * **[Create resource assignments using Project Workspace](https://servicenow-prod.fluidtopics.net/3TJ2X3OtHWNT9d9CnigOBw)** Create an attribute-based resource assignment in the Project Workspace application for any project or project task. * **[Update resource assignment from Project Workspace](https://servicenow-prod.fluidtopics.net/0Tq69wHsLvxuRoPU~WKrcQ)** Update a resource assignment that is associated with a project or project task. * **[Delete a resource assignment using Project Workspace](https://servicenow-prod.fluidtopics.net/rSI1JkYaBzAX1JpZh1V7Ug)** Delete a resource assignment from Project Workspace. Deleting an assignment also deletes all associated resource allocations. * **[Update resource assignments using Project Workspace](https://servicenow-prod.fluidtopics.net/uo6dyhkiLrbP4NZEjIiOcA)** Use the allocation heatmap capability in Project Workspace to view and update the resource allocation. * **[Realign resource assignment to project task using Project Workspace](https://servicenow-prod.fluidtopics.net/WbGpl2pwsE2elLE4fABRlQ)** Realign or synchronize the resource assignment dates with the project task dates. This synchronization helps to schedule and align the resource assignments with the timeline of project task. * **[Resource dashboard widget details](https://servicenow-prod.fluidtopics.net/ixPHYc2JgrcThlZhgVLL9Q)** Descriptions of dashboard widgets available in Resource Management Workspace for tracking resource allocation, utilization, and assignment status.