Set Up Security for Dynamic Resource Pools

There are 2 main domains related to dynamic resource pools. To maintain the security of worker data, we split permissions between the users who can:

Create dynamic resource pools.

View and manage the workers in dynamic resource pools.

The domains are:

Set Up: Dynamic Resource Pool
in the Project Tracking functional area. This domain controls who can manage resource pools, and only supports user-based security groups and project administrators.

Manage: Project Resources
in the Project Tracking functional area. This domain controls who can access the workers in a resource pool on both the resource plan and reports. Users can select the worker and see the available pools. They can't see the faceted dimensions and values that define the resource pool.

Domains by dimension. Users must also have access to each dimension to use it in the dynamic resource pool. Users without access to a dimension can still use dynamic resource pools, but they can't see that dimension.

Workday manages security permissions automatically as you assign workers to and remove them from dynamic resource pools on the resource plan line. Example: Workers in a dynamic resource pool can only track time or file expense reports for projects that you assigned them to.

Access the

Edit Domain Security Policy Permissions

task for the Set Up: Dynamic Resource Pool
domain.

Add Project Administrator
as a

Security Group

Select

Modify

so project administrators can create and change dynamic resource pools.

Workday selects

View

automatically when you select

Modify

Use the

Activate Pending Security Policy Changes

task to create an active timestamp for your changes.

Project administrators can now create and change dynamic resource pools. Project and resource mangers can assign workers to projects based on the criteria for the dynamic resource pool.

Edit Domain Security Policies

Activate Pending Security Policy Changes