CIS-PPM practice question 1 of 15

In what way would you restrict the assigned to field on a project task to only allow users with resource allocations to be assigned?

Full set: 60 questions
Answer options
A: Create an Access Control List (ACL) rule.
B: On the project record under the preferences tab select the “Derive assignee list from resource plan” preference. Correct answer
C: The system automatically does this and can only be disabled by an admin.
D: Create a reference qualifier on the ‘assigned to’ field.
Correct Answer:
B. On the project record under the preferences tab select the “Derive assignee list from resource plan” preference.
Explanation

ServiceNow provides a specific project preference to control the available assignees on project tasks. By selecting the “Derive assignee list from resource plan” checkbox on the Preferences tab of a project form, the system automatically filters the 'Assigned to' field on all associated project tasks. This ensures that only users who have been formally allocated to the project via a confirmed or allocated resource plan can be assigned tasks, enforcing proper resource management.

Why Incorrect

A. Create an Access Control List (ACL) rule: ACLs control permissions to read, write, or create records/fields, not filter the available choices within a reference field lookup.
C. The system automatically does this and can only be disabled by an admin: This behavior is not automatic; it is an optional preference that must be explicitly enabled on a per-project basis.
D. Create a reference qualifier on the ‘assigned to’ field: While technically possible with custom scripting, it is not the standard, out-of-the-box method. The platform provides a specific preference for this exact purpose.

References

- ServiceNow Product Documentation, "Manage project preferences". Derive assignee list from resource plan: If you select this check box, the choice list for the Assigned to field on the Project Task form shows only the resources that are assigned to the project.

Scroll to Top