--- title: Create New form description: Use the Create New form to create allocation boards. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/resource-management/create-new-rsrc-wrkbnch-form.html release: australia product: Resource Management classification: resource-management topic_type: reference last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Resource Management reference, Resource Management classic, Project Portfolio Management, Strategic Portfolio Management] --- # Create New form Use the Create New form to create allocation boards.
Field Description
Name Unique name for the allocation board.
Type Level from which you want to filter resources.- **Demands/Projects**: When selected, resources are filtered from demands and projects. - **Group**: When selected, resources are filtered from a group. - **Group manager**: When selected, all resources with pps\_resource role are filtered. - **Portfolio**: When selected, resources are filtered from a portfolio. - **Program**: When selected, resources are filtered from a program. - **Resource Plan**: When selected, resources are filtered through the filter criteria and aren't bound to any particular group, role, manager, portfolio, or program. - **Role**: When selected, resources are filtered from a role. - **User manager**: When selected, all resources with pps\_resource role are filtered. Depending on the value in **Type** field, a field appears to select the name of the record. For example, if **Type** is **Group**, a field **Group** appears where you can select the name of the group.
**Parent Topic:**[Resource Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/resource-management/rsrc-mgmt-reference.md)