Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-03-13
Steps: Create Resource Pools

Steps: Create Resource Pools

  • Review setup considerations for project resources.
  • Create project roles.
  • Security:
    Set Up: Resource Pool
     domain in the Projects functional area.
Resource pools are groups of project workers that simplify staffing. They also enable resource managers to run custom reports and view worker information on the
Resource Pool Manager
 dashboard.
  1. Access the
    Create Resource Pool Hierarchy
     task to create a new hierarchy for the resource pool.
    You must have at least 1 resource pool hierarchy before you can create a new resource pool.
    As you complete the task, consider:
    Option Description
    ID
    If you leave the
    ID
     blank, Workday automatically generates a sequential ID for the resource pool.
    Resource Pools to Include
    Select the resource pools for the hierarchy.
    Role
    Assign the
    Resource Pool Hierarchy Manager
     and the
    Resource Pool Manager
     roles to the users who manage the resource pool hierarchy and its associated resource pools.
  2. Access the
    Create Resource Pool
     task.
    As you complete the task, consider:
    Option Description
    ID
    If you leave the
    ID
     blank, Workday automatically generates a sequential ID for the resource pool.
    Resource Pool Hierarchy
    Select the hierarchies for the pool.
    You can assign a resource pool to multiple hierarchies, but the pool can't be in 2 hierarchies within the same tree.
    Workers to Include
    Select the workers for the pool.
    A worker can be part of multiple resource pools.
    Role
    Assign the
    Resource Pool Manager
     role to the user who will manage the resource pool.
The resource pool managers can access the project workers in their assigned pools.
If resource pool managers need to access workers outside of their assigned resource pools, you need to create an unconstrained security group for them.
Set up:
  • Resource plans.
  • Resource Pool Manager
     dashboard.