This interactive workshop is for managers and team members looking to understand, setup, and implement ServiceNow Resource Management solution. Participants will receive overviews of best practice usage and associated options to manage both project and non-project resources and associated work types. Training outcomes include identification of preferred resource solution models.

Audience – Directors, Managers, and team members responsible for Resource Management

Prerequisites – No course pre-requisites, resource management responsibilities and experience is recommended

Course Type – Online

Duration – 4 hours

Part I: Resource Capacity & Demand Mgt
Resource Management Overview
o Resource Management Best Practices
o Resource Capacity and Demand
o Resource Assignments and Allocations
o Resource Reporting

Resource Capacity Management
o Resource Schedules and Calendars
o Groups, Teams, Roles & Skills
o Traditional vs. Agile vs. Hybrid
o Project vs. Non-Project Capacity
o Reporting
Exercise: Identify preferred resource capacity model and approach

Resource Demand Management
o Resource Forecasting and Planning
o Demand and Project Resource Forecasts
o Resource Requests vs. Work Assignments
o Resource Plans vs. Operational Plans
o Reporting
Exercise: Identify preferred resource demand
model and approach

Part II: Resource Allocations & Time Tracking
Resource Allocations and Assignments
o Resource Allocation Workbench
o Project Resource Workbench
o Resource Operational Plans
o Task and Story Work Assignments
Exercise: Identify preferred resource allocation model for project and non-project work

Resource Time Tracking and Reporting
o Time Reporting with Timecards vs. Time Sheets
o Project vs. Non-Project Time Tracking
o Operational Plan vs. Category Time Tracking
o Reporting
Exercise: Identify preferred time tracking for project and non-project work

Resource Actuals for Work Performed
o Resource allocations vs. actuals
o Task planned vs. actuals
o Story planned vs. actuals
o Sprint Capacity vs. actuals
Exercise: Identify resource actuals reporting options and approach