Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Use Unnamed Resources in Projects

Example: Use Unnamed Resources in Projects

This example explains how to use unnamed resources in your projects.
You need to define the resources and scope the work effort for a 1-month project before you can fully staff it. You add unnamed resources allocated at 100% as placeholders on the resource plan, resource forecast, and task resources for the project. Once complete, you then review the:
  • Estimated work effort for each project worker.
  • Task assignments for each project worker.
Create a project hierarchy.
Configure these business processes and security policies:
  • Create Project
     in the Project Tracking functional area.
  • Edit Project
     in the Project Tracking functional area.
  • Project Resource Plan Line
     in the Project Tracking functional area.
  • Request Worker
     in the Projects functional area.
Security: These domains in the Project Tracking functional area:
  • Manage: Project Details
  • Manage: Project Plan
  • Set Up: Project Details
  1. Access the
    Create Project
     task.
    1. Create a project without selecting any templates.
    2. Enter today as the Start Date.
  2. Access the
    Create Project Plan
     task.
    1. Create a project plan for your project without selecting a template.
    2. Add 1 phase and 1 task to your plan.
  3. Access the
    Create Resource Plan for Project
     task.
    1. Create a resource plan for your project without selecting a template.
    2. Enter these values on the
      Resource Plan Line
      :
    Option
    Value
    Project Role
    Consultant
    Start Date
    Today
    End Date
    A date 1 month in the future.
    Allocation Type
    Assign a Worker
    % Allocation
    100
    Add Unnamed Resources
    3
    Workday adds your unnamed resources to the resource plan line using the role name appended with an incremental number. Example: Consultant-1, Consultant-2, Consultant-3.
  4. Access the
    Edit Task Resources
     report.
    1. Select your project.
    2. Add 3 rows to the
      Task Resources
       grid.
    3. As you complete each row, select these values:
    Option
    Value
    Project Resources
    An unnamed resource.
    Example:
    Consultant-1
    Resource Plan Line
    Consultant
    Resource Start Date
    Today
    Resource End Date
    A date 1 month in the future.
    % Allocation
    100
    You see a grid of your unnamed resources and their task assignments for the project.
  5. Access the
    Create Resource Forecast for Project
     task.
    1. Select your project.
    2. As you complete the task, enter these values:
    Option
    Value
    Forecast Level View
    Project
    Forecast Frequency View
    Week
    Forecast Source
    Percent Allocation
    Forecast Hours
    Whole Numbers
    You see the work estimate for your unnamed resources on the resource forecast.
  6. Access the
    View Project
     report and select your project.
    To review and verify your unnamed resources:
    1. Click the
      Resources
       profile group.
    2. Click the
      Project Resources
       tab. You see your unnamed resources in the grid.
    3. Click the
      Resource Plan
       tab. You see your unnamed resources in the
      Workers
       section on the resource plan line.
    4. Click the
      Resource Forecast
       tab. You see your unnamed resources and their estimated hours in the grid.
    5. Click the
      Project Plan
       profile group.
    6. Click the
      Task Resources
       tab. You see your unnamed resources and their assigned project tasks in the grid.
When you’re ready to assign specific workers to your project, use a Find Worker report to replace the unnamed resources with project workers:
  1. Navigate to the resource plan.
  2. Click the
    Find Workers
     button.
  3. Assign a worker to the project.
Workday replaces 1 of the unnamed resources with the new worker, and then automatically updates the project resources, resource forecast, and task resources with your new worker assignment.