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Administrator Guide
Last Updated: 2025-06-13
Steps: Set Up Resource Plans

Steps: Set Up Resource Plans

Review setup considerations for resource plans.
Set up project roles.
Set up these business processes and security policies:
  • Project Resource Plan Line
     in the Project Tracking functional area.
  • Request Worker
     in the Projects functional area.
With resource plans, you can enable:
  • Managers to assign workers to projects and estimate their cost.
  • Workers to charge time against a project.
Resource plans are also a prerequisite for creating resource forecasts.
  1. (Optional) Access the
    Maintain Project Booking Status
     task.
    The booking status defines the confidence level of the resource booking. Users can select this value when they assign a worker to a project role on a resource plan.
    Security:
    Set Up: Advanced Project Resource Management
     domain in the Projects functional area.
  2. (Optional) Access the
    Edit Time Entry Template
     task.
    You can enable project workers to log time to any project without having an assignment on a resource plan. Select the
    Enable Time Entry by Project
     and the
    Use High Volume Projects Prompt
     options in the
    Projects
     profile group.
    Security:
    Set Up: Time Tracking
     domain in the Time Tracking and Time Tracking Hub functional areas.
  3. Access the
    Edit Tenant Setup – Financials
     task and navigate to the
    Projects
     section. As you complete the task, consider:
    Option Description
    Use Resource Plan Dates
    Use Project Plan Task Dates
    Use Task Resource Dates
    By default, the project workers on a resource plan can log their time in Workday during the project start and end dates.
    Select 1 or more options to narrow the date range for time entry.
    To apply the most restrictive range, select multiple date options. Workers can only log time where the selected date ranges overlap.
    Example: If your project start and end dates are January 1 - March 30, workers can log time between January 1 - March 30. If you include dates for project plan tasks, which range from March 1 - April 30, then workers can only log time from March 1 - March 30 — where the 2 date ranges overlap.
    Configure Find Worker Report
    Specify a report for all
    Find Workers
     buttons in Workday. By default, Workday uses the
    Find Worker for Project
     report.
    If you specify a custom report, ensure that users have the correct access so they can use the
    Find Workers
     button. If you configure a custom report, it must use the
    Workers for HCM Reporting
     data source.
    Always use Find Available Workers for Project
    Select to use the
    Find Available Workers for Project
     report for the
    Find Workers
     button. This setting overrides the report specified for
    Configure Find Worker Report
    .
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  • (Optional) Enable projects in Opportunity Marketplace to connect project workers to roles that match their skills. See Steps: Set Up Talent Marketplace.
    With the
    Edit Resource Plan
     task, project managers can view all interested workers when staffing their projects. With the
    View Project Resource Plan
     report, project managers can notify interested candidates when the roles are filled.