In today’s fast-paced business environment, implementing AI strategies can significantly enhance your resource management solutions. This blog post will guide you through the essential steps to enable resource assignments in the new resource management solution. We’ll explore the process of activating resource planning, creating resource groups, and defining employee profiles, all while leveraging AI services to streamline operations and improve efficiency. By the end of this article, you’ll have a comprehensive understanding of how to implement these strategies effectively.
Understanding Resource Assignments in AI Solutions
To begin, it’s crucial to determine if resource assignments are activated in your system. Simply navigate to the all tab in the top navigation and enter `sys properties.list`. On the system properties page, search for `enable resource planning`. Ensure that the property `SNPW enable resource planning` is set to true. This step is foundational for leveraging AI workflows in resource management.
Creating Resource Groups with AI
Creating resource groups is the next step toward optimizing your resource management through AI. Click on the all tab again and type resources in the open field, then select groups. The role PPS resource is automatically added to the resource groups, designating available users for resource management.
How to Add Users to Resource Groups
1. Click new in the upper right corner.
2. For example, create a group named architects and click submit.
3. To add another group called service now, repeat the process.
Now you have two groups ready. Remember, an individual user should belong to only one resource group. To add users:
– Open the desired group.
– Click edit on the right of the group members tab.
– Select multiple individuals and click the caret to add them.
– Save your information to see the selected names under the group members tab.
Defining Resource Roles for AI Management
An optional yet beneficial step is to create resource roles. To do this, again click the all tab and type resources. Select resource roles below and click new on the resource roles page. For instance, create the role of SPM specialist. Follow similar steps to add individuals or groups to this role, ensuring each user has only one resource role.
Generating Employee Profiles with AI
To define the employee profile, type employee into the all tab and select employee definition below. Click new in the upper right corner to add a condition. Choose roles and enter PPS resource to generate a profile for users with this role. This step will help in using AI voice and AI bots for better communication within your teams. After you submit, you’ll be able to generate employee profiles based on this definition.
Populating Primary Attributes for Resource Management
To populate the primary attributes, click the gear icon in the upper right corner and select primary resource items. To do this, access the Scheduled Jobs by typing it in the all tab and selecting it under System Definition. Enter primary attributes in the name field and hit enter. Then, click populate primary attributes for all resources. This will update the information in employee profiles for those with the role of PPS resources.
Generating Resource Capacity and Default Rates
Next, you need to run a job to generate resource capacity. Type generate resource capacity in the name field on the scheduled jobs page and click the link to proceed. Make sure you’re in the right scope and edit the record as needed. Similar to previous steps, you can change the run schedule if necessary.
Also, it’s essential to define the system-level default labor cost rate. Type `sysproperties.list` in the all tab and search for `timecard.default rate`. Adjust the value according to your currency. If you need rates based on groups or users, consider exploring the rate models in your ServiceNow SPM documentation.
Enabling resource assignments is a pivotal step in unlocking the full potential of your resource management solution through AI services. By following these steps, you can effectively implement AI strategies that enhance your resource management processes. If you’re ready to take your resource management to the next level, consider contacting us at Implement Artificial Intelligence for expert guidance.
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