Resource Managers can and should assign roles to the staff members they manage as resources.

Resource requests include the role that is being requested and only people with staff members with matching roles can be assigned to those requests.  If they do not have the role, their name will not be available on the selection list for that resource request.

In order to follow this procedure, you must be a Resource Manager granted that role in ServiceNow. The staff members you manage must be members of a Group in ServiceNow that is defined as a Resource Group. This process will not work for staff outside of IS&T and IT Partner organizations who are not licensed users of ServiceNow.

To assign a role to a resource the Resource Manager should follow one of these two processes:

Assigning Roles to Members of your Group – Best Approach for New Staff Members

  1. In ServiceNow, type My Groups into the search box in the upper left corner of the window.
  2. Click My Groups on the left menu – a list of the resource groups you manage will open on screen.
  3. Locate the groups which contains the staff you wish to assign roles to and click it.
  4. Scroll down to the list of names. Find the name of the person you want to assign roles to and click their name.
  5. Click the EDIT button above the list of roles that this staff member already has and a new screen will open.
  6. Type the title of the Role (or part of the role title) you want to assign to this person in the Collection search box. A list of roles that match your search will appear. If you do not know the name of the role you want to assign, wait a moment, and a complete list will fill the box then you can just scroll down and find the one you want.
  7. Click the role and then click the > arrow to add the role to this staff member.
  8. Repeat step 7 until all the roles you want to add to this person have been assigned.
  9. Click the SAVE button in the lower right corner of the screen.

Assigning One or More Staff Members to the Same Role

  1. In ServiceNow type Resource Roles into the search box in the upper left corner of the window.
  2. Click Resource Roles on the left menu – a list of the available roles will open on screen.
  3. Locate the role you wish to assign to staff members and click it.
  4. Click the EDIT button above the list of names that have this role and a new screen will open.
  5. Type the name (or part of the name) of the staff member you want to have this role in the Collection search box. A list of names that match your search will appear.
  6. Click the name and then click the > arrow to add them to this role.
  7. Repeat step 6 until everyone you want to add to this role has been assigned.
  8. Click the SAVE button in the lower right corner of the screen.

Available Roles

Roles available to assign have been predefined by the PMO according to BU defined practices. If you want to add new type of role, send a ticket to Process Applications and we will seek permission from the Project module Process Owner in the PMO.