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Administrator Guide
Last Updated: 2023-06-23
Create Dynamic Resource Pools

Create Dynamic Resource Pools

  • Review setup considerations for project resources.
  • Set up security for dynamic resource pools.
  • Security:
    Set Up: Dynamic Resource Pool
     domain in the Project Tracking functional area.
Dynamic Resource Pools are groups of project workers who match preset criteria, such as skills, certifications, or location. These types of pools automatically update when workers leave, change roles, and start new jobs. As you change the criteria for a dynamic resource pool:
  • Workers who no longer match your criteria move out of the pool.
  • Workers who do match your criteria move into the pool.
Dynamic resource pools provide you with a current source of workers that you can repeatedly assign to projects based on preset worker criteria. As workers leave or change roles, the dynamic resource pool updates to reflect your current staffing.
Workday doesn't add workers with multiple jobs to dynamic resource pools.
You can use dynamic resource pools in resource plans when you:
  • Associate a worker group with a resource plan line, you can select a dynamic resource pool.
  • Assign an individual worker to a resource plan line, you can select them from a dynamic resource pool.
  • Associate a dynamic resource pool with a resource plan line, the workers in the pool can log their time on the project.
You can also use dynamic resource pools to filter your search results with these reports:
  • Find Available Workers for Project
  • Find Worker Assignments
  • Find Worker for Project
  1. Access the
    Create Dynamic Resource Pool
     task.
  2. Enter a
    Name
     and a
    Description
    .
    The name displays on the resource plan line under
    Resource Pools
     for these fields:
    • Worker
    • Worker Group
    Users don't see the description, only the name of the dynamic resource pool.
  3. Select the dimensions for your resource pool.
    For dimensions that are hierarchy-based, such as
    Cost Center
    , Workday returns all workers within that hierarchy node, but not the workers within subordinate hierarchies. You can add the subordinate hierarchies separately.
    Workday secures each dimension to its own domain. If you don't have security access to a domain for a dimension, you can't add that dimension or make changes to the field. Example: The
    Skills
     dimension secures to the
    Worker Data Skills
     domain. If you don't have security access to that domain, you can't edit the field.
To see all active dynamic resource pools for a specific worker, use the
Project Dynamic Resource Pool
 report field.
To search for workers by dynamic resource pool, use these reports:
  • Find Available Workers for Project
  • Find Worker Assignments
  • Find Worker for Project