Resource Management Workspace release notes
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 Zurich release.
Resource Management Workspace highlights for the Zurich release
- Move an assigned or unassigned resource assignment to a different start date to align the work with your organization's prioritization cycle.
- View the type of operational work assigned to a resource in the resource board drill-down view.
- Allocate effort from unassigned resource assignments using the following ways — auto-assign work among all the available resources, or partially assign work among for selected resources.
See Resource Management Workspace for more information.
Important:
Resource Management Workspace is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.
Resource Management Workspace features
- Move a resource assignment
- Move any assigned resource assignment without actuals or an unassigned resource assignment to a different date to align the work with your project realignment, prioritization, or resource availability. You can move individual resource assignments based on your project or organizational priorities.
- Using Resource Management Workspace
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- View the type of operational work that is assigned to a resource using the resource board drill-down view.
- Filter your resource board using data grid filters to easily navigate and modify the resource assignments in the top tray.
- Sync the resource assignments to align them with change in planning item dates.
- Override resource rate for each assignment from the assigned work in the top tray.
- Apply filters using string-type and boolean field values across the resource card top tray to view the required dataset.
- Assign resource assignments
- Allocate effort from unassigned resource assignments using the following ways:
- Auto-assign work among all the available resources.
- Partially assign work among for selected resources.
UI changes
- Using Resource Management Workspace
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- Added the new Move option in the row context menu in the top and bottom tray of the resource board view.
- Added sub-labels for the row context menu options in the resource board to better estimate the actions.
- Updated Assign modal with options to auto-assign and manually assign the available resources
- New Preview button in the Assign modal to see the real-time simulation of allocations for an assignment.
- Added Resource not synced icon to identify and sync the resources assignments which are not aligned with the changes to planning item timelines.
- New Rate override field to enable editing of resource rate using the inline editing feature.
- New Resource rate field to edit resource rate from the workspace view for each resource.
- Coral theme
- Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences.
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.
Accessibility information
- Dark theme
- The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability.