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Administrator Guide
Last Updated: 2023-09-08
Configure Task Resources

Configure Task Resources

  • Create a project.
  • Create a resource plan.
  • Create project tasks.
  • Create a project plan.
  • Security:
    Manage: Project Task Resources
     domain in the Projects functional area.
By configuring task resources, you can add these assignments to specific project plan tasks:
  • Individual project workers.
  • Unnamed resources.
  • Worker groups.
These task resource assignments enable:
  • Project workers to log their time to their specific task assignments with Time Tracking and ad hoc project time transactions.
  • Project managers to create detailed resource forecasts.
  • Project managers to create detailed project budgets.
  1. Access the project.
  2. Select
    Project Plan
    .
  3. Select 1 of these tabs:
    • Project Planner
      .
    • Task Resources
      .
  4. (Optional) Click
    Edit in Grid
     to update the task resources in a table format.
    Available on the
    Task Resources
     tab only.
  5. Select or expand a project plan task and enter the assignment details.
    As you complete the task, consider:
    Option Description
    Project Resources
    Select specific workers or unnamed resources who are available for assignment from the resource plan line.
    Workers that you assign as task resources can enter time to a project plan task in Time Tracking or through ad hoc project time transactions.
    Workers on the resource plan can view and log time to a task without task resources on both billable and nonbillable projects.
    To modify this field on the Project Planner, select a task resource line and click the pencil icon.
    Resource Plan Line
    Identifies the project role on the resource plan line. Workday populates this field based on the worker.
    This field displays even when the role is an association or not yet hired.
    To modify this field on the Project Planner, select a task resource line and click the pencil icon.
    Resource Start Date
     or
    Start Date
    Resource End Date
     or
    End Date
    Enter a start date that's on or before the end date.
    Workday doesn't require or enforce date relationships across:
    • Projects.
    • Project plan tasks.
    • Resource plan lines.
    • Task resources.
    Example: You can assign a worker as a task resource with dates outside their resource plan line.
    % Allocation
    Available on the
    Task Resources
     tab only.
    Percentages automatically populate from the resource plan line when available. Or, you can enter a new value.
    Workday supports whole numbers that are greater than or equal to zero and percentages over 100.
    Estimated Hours
    Enter the number of hours you estimate the task takes. You can enter positive numbers up to 2 decimal points.
    Memo
    Enter details to track historical changes to:
    • Estimated hours.
    • Start and end dates.
    • Any other task resource updates.
    The memo you enter here follows the worker to display on the
    Edit Task Assignment
     subtask for the
    Find Worker Availability
     report.
  6. (Optional) Click
    Mass Update
     to set or move the start and end dates for multiple resources at once.
  • Synchronize the resource plan and task resource dates from the resource plan on the project.
  • Identify conflicts in contract billing rates with the
    Task Resource Audit
     report on the project.
  • Set up resource forecasts.