Key Features

• Start and End Dates: Define the allocation period, which must fall within the overall resource plan dates.
• Resource Selection: Resources are selectable based on filters such as group, role, or user specified in the resource plan, ensuring relevant assignments.
• Confirmed/Allocated Hours: Tracks hours confirmed or allocated to a resource, which roll up to the resource plan’s aggregated hours field for consolidated tracking.
• FTE and Person Days: Supports different unit types based on the Request type in the resource plan—either Full-Time Equivalent units or Person Days, with fields appearing accordingly.
• Planned Cost: Calculates planned costs by multiplying planned hours by an hourly rate derived hierarchically from resource plan overrides, rate models, labor rate cards, or a system default. This field is not visible by default and requires form configuration to display.
• Confirmed/Allocated Cost: Calculates actual cost similarly to planned cost but based on confirmed or allocated hours. Also requires form configuration for visibility.
• Multicurrency Support: When the PPM Standard Multicurrency plugin is activated, the form displays costs in demand or project currency, reflecting accurate financial tracking in multi-currency environments.

Practical Implications for ServiceNow Customers

This form provides a structured way to allocate resources accurately within projects or demands, ensuring hours and costs are tracked consistently. By leveraging filtering and hierarchical rate sourcing, customers can maintain precise financial oversight and resource management. Visibility of cost fields can be customized to meet organizational needs, and multicurrency features support global financial management.