--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Use Resource Finder to analyze resource availability # Use Resource Finder to analyze resource availability {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand. ## Antes de Iniciar Role required: it_project_manager, it_demand_manager, or resource_manager ## Por Que e Quando Desempenhar Esta Tarefa In the Resource Finder, search for the resources that you need, and create a plan for the selected resources. * Steps 1 and 2 take you to the resource finder. * Step 3 provides guidance on different options to filter and analyze the resources availability. Choose the options that suit your needs. * Step 4 shows how to create a new resource plan for the selected resources. {#create-resource-plan-with-finder__ul_m4d_zrn_fsb} ## Procedimento 1. Open the Resource Plans page for a project or demand. | Option | Steps | | From a project | 1. Navigate to ProjectProjectsProject Workspace. 2. Open a project record. 3. In the Resource Plan related list, click Manage to open the Resources tab. {#create-resource-plan-with-finder__ol_pzl_jlc_3t} | | From a demand | 1. Navigate to DemandDemandsAll. 2. Open a demand. 3. In the Resource Plans related list, click Manage to open the Resource Plans page. {#create-resource-plan-with-finder__ol_w4t_jp2_scb} | |-|-| {#create-resource-plan-with-finder__choicetable_b5v_xq4_tcb} 2. Select the project or demand in the resource grid section and click the resource finder icon (![Resource Finder]()). The resource finder section opens at the bottom of the page. A list of up to 50 records are displayed initially. If you have more than 50 resources, you can load them by clicking Get More. 3. Use the following options to filter and analyze the capacity of the resources. {#create-resource-plan-with-finder__table_up2_2yn_fsb__entry__2} | Option | Description | |-|-| | Display available or over allocated resources | Using the Show/Hide menu (![Show/Hide]()) to filter resources by available or over allocated. | | Perform a simple search | Search the resources by group, role, or user attributes, by selecting the search criteria. | | Build your own search criteria | Use the advanced search to add your filter conditions. For example, select Search by group, click Advanced, then click the Advanced search filter icon (![Advanced search]()). Here you can add conditions to filter this group further. Nota: While adding filters, ensure that you do not add an AND condition for different values of the same attribute. For example, do not filter the user group with conditions for Skill X AND Skill Y. | | View the availability of the resources for an extended duration | Use the options from the date range selector. From the Australia release onwards, you can select a custom date range. The value of the property Maximum time duration in Resource Finder in months determines the maximum duration for which the resource details are displayed in the resource finder. | | Analyze the resources list | Use the Configuration menu (![Configuration]()) to analyze different constraints such as the capacity, availability, actual hours, and others for different time periods. By default, only the Availability hours are displayed. To view other details, select Detailed View (![Detailed view]()), and select the required columns from the Configuration menu (![Configuration]()). Displaying the requested hours for a user group or role helps you understand immediately if you need to fulfil any resource requests and to do so, if you have enough capacity for that user group or role. The Requested column would not be available in the Configuration menu under the following conditions. * Filtering the resource list further using simple or advanced filters * Using the resource finder in the availability view * Using the show available or show over allocated options from the Show/Hide menu {#create-resource-plan-with-finder__ul_f3s_zyn_fsb}Even if the column is already enabled, but any of the above conditions are later met, the Requested column is disabled automatically. All non-project events created for a user from the calender appear as Operational Work for the user in Resource Finder. | | Update the capacity of a resource | Right-click on the user and select Update Capacity. | [ ] {#create-resource-plan-with-finder__table_up2_2yn_fsb} 4. Select the resources you want to create resource plans for and click Add New Plan. ## Resultado * The resource plan is created in the Planning state with zero planned hours. * The resource plan appears as a row at the top in the resource plan list of the project or demand. Based on the type of resource selected in finder, the resource plan has one of the following prefixes: * \[G\] for a resource plan created for a group. * \[R\] for a role resource plan created for a role. * \[U\] for a user resource plan created for a user. {#create-resource-plan-with-finder__ul_jbg_3lt_scb} Nota: The resource plan that is created last appears at the top in the resource plan list of a project or demand. {#create-resource-plan-with-finder__ul_ibg_3lt_scb} ## O que Fazer Depois * Update the planned hours for the resource plan using the resource grid. * To view and update more details for the resource plan, click the information icon (![information]()) in the beginning of the resource plan row. * You can now [request the resource plan](https://servicenow-prod.fluidtopics.net/a8MVQ3EMt9oJYLe1EUPj7A "After you create a resource plan, request resources from the resource manager."). {#create-resource-plan-with-finder__ul_l24_cnw_tcb} **Conceitos relacionados** * [Time zones in resource plans](https://servicenow-prod.fluidtopics.net/m7xN7Pad0V2lEcwrhehO~g "Time zones are important in resource management when the users and groups doing the resource tasks are located in different locations.") **Tarefas relacionadas** * [Create a resource plan](https://servicenow-prod.fluidtopics.net/tGIQ7oYhqwRM4mRA9aqFSA "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.") * [Create an operational resource plan](https://servicenow-prod.fluidtopics.net/Mrr9WQwlYLzqtgvfEqFkPQ "Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.") * [Request resources](https://servicenow-prod.fluidtopics.net/a8MVQ3EMt9oJYLe1EUPj7A "After you create a resource plan, request resources from the resource manager.") * [Confirm a resource plan](https://servicenow-prod.fluidtopics.net/9XNAr8E0DR48ufogjx3dJQ "As a resource manager, you can confirm or block the resources after a resource plan is requested. The resource plan must be in the Requested state to be confirmed.") * [Confirm and allocate a resource plan](https://servicenow-prod.fluidtopics.net/yyAcgdVVeA5z_px6aYz_Ow "After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.") * [Request a change to a resource plan](https://servicenow-prod.fluidtopics.net/ncINrqwWwvqTnUSWd88ShQ "Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.") * [Recalculate costs of a resource plan of a project or demand](https://servicenow-prod.fluidtopics.net/1N2WnKYH8qWcFSKfjHDo8Q "Recalculate the resource costs of an individual resource plan for a project or demand whenever the hourly rates change in the associated rate model.") * [Update cost plan related to a resource plan](https://servicenow-prod.fluidtopics.net/1S0M29nlGsAS8dtloxM~ig "If a resource plan is associated to a project, project task, or demand and has a related cost plan, then a requester or a resource manager can update the related cost plan after updating the resource plan.") * [Complete a resource plan](https://servicenow-prod.fluidtopics.net/YB_f5mr8g0MbjKCb43Ch2Q "After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it.") * [Cancel a resource plan](https://servicenow-prod.fluidtopics.net/EDYgAy2qHQewOePiD05LhQ "If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.") * [Delete a resource plan](https://servicenow-prod.fluidtopics.net/TdsuaXNTY~Z4NTwambE6bg "Deleting a plan also deletes all associated resource allocations.") * [Extend a resource plan](https://servicenow-prod.fluidtopics.net/DPFq9yik1rzrti9QDL68RA "You can extend the date of an allocated resource plan and allocate resources for the extended period.") * [Request extension of an allocated resource plan](https://servicenow-prod.fluidtopics.net/izXAP3RLy9X30iN2kMDdgQ "As a project manager, you can request the extension of an allocated resource plan.") * [Allocate resources for the extended period](https://servicenow-prod.fluidtopics.net/iATIG0nVizEVFtROjetYiA "As a resource manager, you can allocate resources for the extended period.") * [Reduce the duration of a resource plan](https://servicenow-prod.fluidtopics.net/J9clemMvg2PEN~YqkULPCA "Reduce the duration of an allocated or confirmed resource plan and deallocate resources in one action without having to do it individually for each resource.") * [Associate a time card with a resource plan](https://servicenow-prod.fluidtopics.net/Hv~O1Je3TCKhTwhQDoO_tg "If one resource is allocated to identically named tasks in two resource plans, use the following procedure to specify the resource plan the time card should be allocated to.")