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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Resource Scheduling

Steps: Set Up Resource Scheduling

Create resource plans with start and end dates on the resource plan lines.
Resource scheduling enables you to:
  • Create a balanced distribution of worker allocations across your workforce.
  • Streamline the allocation of your resources to project work.
When you configure resource scheduling, you can use the
Manage Worker Assignments
 report to view and manage resource assignments.
When you enable this report for forecast hours, Workday generates the resource forecasts for new and existing projects without forecasts. These Workday-generated resource forecasts:
  • Don't display in Workday, except for reporting.
  • Don't overwrite user-created forecasts.
  • Are replaced by user-created forecasts.
  • Calculate forecast hours at the project level, not the project plan task level.
  1. Access the
    Edit Tenant Setup - Financials
     task.
    In the
    Projects
     section, select the resource scheduling options. These settings enable Workday to generate resource forecasts for new projects, so that you can view forecast hours in reports.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  2. Access the
    Schedule Workday Generated Forecasts
     task.
    Enter your project criteria and forecast schedule to run the Create Workday-Generated Forecasts job. This job creates resource forecasts for existing projects that don't already have a forecast, enabling you to view the project-level forecast hours in reports.
    Workday recommends that you wait until the job finishes before using the
    Manage Worker Assignments
     report. Otherwise, you might not have a complete set of data to display in the report.
    Security:
    Set Up: Advanced Project Resource Management
     domain in the Projects functional area.
  3. Configure validation messages for users when they change worker assignments with the
    Update Project Assignments
     task.
  4. Edit Domain Security Policies.
    Set up these domains for access to the
    Manage Worker Assignments
     report and its prompts:
    Domain
    Considerations
    Manage: Advanced Resource Management
     in the Projects functional area
    Users secured to this domain can access the:
    • Manage Worker Assignments
       report.
    • Projects and Project Hierarchies
       prompt within the task.
    Manage: Resource Pool
     in the Projects functional area
    Users secured to this domain can access the:
    • Manage Worker Assignments
       report.
    • Resource Pools and Resource Pool Hierarchies
       prompt.
    Reports: Manager
     in the Staffing functional area
    Users secured to this domain can access the
    Supervisory Organizations
     prompt.
    If a user has sole access to this domain, they can't access the
    Manage Worker Assignments
     report.
  5. Configure the security policy for the
    Update Project Assignment
     initiating action on the
    Project Resource Plan Line
     business process in the Project Tracking functional area. This initiating action provides access to the
    Update Project Assignments
     task on the
    Manage Worker Assignments
     report.
  6. Edit Business Processes.
    Add the
    Recalculate Resource Forecast
     service step as the last step for all definitions of the
    Project Resource Plan Line
     business process. This service step enables Workday to update a resource forecast after you edit a resource plan line using the
    Manage Worker Assignments
     report.
  7. Configure automatic approvals for project assignments updated from the
    Manage Worker Assignments
     report. Automatic approvals enable you to view the modified project assignments immediately and avoid the wait. To configure automatic approvals for project assignments, use a rule-based configuration for these business processes and report fields:
    Business Process
    Report Field
    Business Object
    Project Resource Plan Line
    Edit Resource Plan Line from Manage Worker Assignments.
    Set to True.
    Project Resource Plan Line Event
    Request Worker
    Request Worker from Manage Worker Assignments
    Set to True.
    Request Worker for Resource Plan Event
  8. Activate Pending Security Policy Changes.
    Activate these business security policies:
    • Project Resource Plan Line
       in the Project Tracking functional area.
    • Request Worker
       in the Projects functional area.
Access the
Manage Worker Assignments
 report to schedule your resources.