Resource Management Workspace release notes
Summarize
Summary of Resource Management Workspace release notes
The ServiceNow® Resource Management Workspace in the Yokohama release offers resource managers an enhanced, dedicated workspace to efficiently view and manage resource assignments. This update introduces new features and UI improvements designed to provide deeper insights into resource status, capacity, and utilization, enabling better planning and allocation decisions.
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Key Features
- Enhanced Heatmap Modal: Displays resource status (Approved and Pending), remaining capacity, and total utilization efforts for resource allocations with a new Total row for aggregate views.
- New Fields for Resource Assignments: When creating new resource or operational assignments, managers can input Name (custom identifier), Ready for review status, and Notes to capture additional details.
- Direct Access via Resource Board: View resource assignments and their parent assignments directly from the resource board for streamlined navigation.
- Interactive Dashboard and Widgets: Customize and manage widgets on the dashboard to create tailored views of resource data and access custom resource boards.
- Inline Editing and Context Menu Actions: Edit start/end dates, task efforts, and resource status inline. Use the row context menu to open assignments, extend assignments, and approve or adjust allocations.
- New Reporting Dashboard: A landing page with interactive widgets provides quick access to resource allocation details and custom resource boards.
Practical Benefits
These enhancements allow resource managers to gain accurate, real-time insights into resource availability and workload, improving the ability to allocate resources effectively. The new fields and inline editing streamline assignment creation and updates, reducing administrative overhead. The improved heatmap and dashboards support proactive capacity planning and workload balancing.
Activation and Availability
Resource Management Workspace is available through the ServiceNow Store and requires installation via a store request. It integrates with related ServiceNow applications like Strategic Planning Workspace and Capacity Planning, helping managers approve and allocate resources based on comprehensive capacity and assignment data.
The ServiceNow® Resource Management Workspace application provides resource managers with a more efficient way to work with a dedicated workspace to view and manage resource assignments. Resource Management Workspace was enhanced and updated in the Yokohama release.
Resource Management Workspace highlights for the Yokohama release
- Access the new heatmap modal to view the resource status, remaining capacity, and utilization efforts of resource allocation.
- Use the Name, Notes, and Ready for review fields while creating a New Resource Assignment.
- Access the resource assignments and the parent resource assignment from the resource board.
- Use the interactive dashboard to create and manage widgets to access the required set of resource data in board view.
- Extend, adjust, and approve resource assignments using the row context menu from the side grid.
See Resource Management Workspace for more information.
New in the Yokohama release
- Using Resource Management Workspace
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- View the Resource status, Remaining capacity, and Utilization columns to the allocation heatmap modal to help resource managers to view detailed insights and the total efforts for Approved and Pending tasks.
- Use the Total row in the heatmap modal to view the aggregate utilization for approved and pending tasks.
- Update the resource status and the efforts for child assignments using the new modal.
- Capture additional details required to the Project manager or Resource manager while creating a New Resource Assignment and New Operational Assignment using the following new fields.
- Name
- Ready for review
- Notes
- Access the assigned resource assignments or the parent resource assignment directly from the resource board view.
- Using Resource Management Workspace
- View and access the resource assignments from high-level to get an overview of all the resource assignments, based on their states, completion dates, start dates, resources with allocations over their capacity, and resources
allocations within their available.
- Filter the resource board using the primary attributes and dates to build a custom view.
- Edit the dashboard further to manage the data representation view of existing widgets or add new elements to build the required widgets.
- Access the custom resource boards from dashboard using the interactive widgets to manage the allocations details.
- Edit the Start and End dates, Task efforts, and Resource status for assigned tasks in the top tray using the inline editing feature.
UI changes
- Using Resource Management Workspace
- Added the following details in the resource allocation heatmap view.
- The Resource status column to view Approved and Pending assignments.
- The Remaining capacity column to view the remaining or over-allocated efforts.
- The Utilization column to view the total efforts of approved and pending tasks.
- Create resource assignments and operation resource assignments in Resource Management Workspace
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- Added the following fields to create resource assignment form.
- The Name field provides a custom or identifiable name for resource assignment.
- The Ready for review list to confirm if a resource assignment is ready for a Resource manager's review for allocation.
- The Notes field to add any additional notes while creating a resource assignment.
- Added the following fields in the row context menu of resource assignments in the top tray.
- The Open Resource Assignment field to view and edit a specific assigned assignment.
- The Open Parent Resource Assignment field to view and edit the parent assignment.
- The Extend menu item and Extend Assignment modal to request an extension to a resource assignment.
- Added the following fields to create resource assignment form.
- New navigation menu
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- New Reporting dashboard landing page in Resource Management Workspace to view and access the resource allocation details.
- Interactive widgets in Reporting dashboard to access the custom resource boards.
Changed in this release
- New resource heatmap view
- The resource allocation heatmap view provides more relevant information such as resource status, remaining capacity, and utilization of resources which helps resource managers to plan efficiently and allocate the resources based on their availability, bandwidth, and work requirements.
Activation information
Install Resource Management Workspace by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.