Resource Plans on Projects and Project Hierarchies

Workday provides two resource planning models:

Project Resource Requests and Assignments
Project Resource Plan Lines

The request and assignment model keeps the demand for work separate from the actual staffing, so you can track and report on them separately:

Project Resource Request: Represents the demand side. A resource request specifies the roles, skills, start and end dates, estimated hours, and other requirements needed for the project.
Project Resource Assignment: Represents the staffing side. A resource assignment maps the actual worker, worker group, or job requisition to the project to fulfill the request.
Quoted Project Resource Request: A reporting field that captures the original demand as a baseline linked to each project resource request. Workday creates the quoted project resource request when a project resource request is first approved, and for standard projects, doesn't update it after that. For Services CPQ opportunity projects, Workday continues to update the quoted project resource request until the opportunity project is converted to a standard project.

Use the

Resource Request and Assignment

tab to create and manage requests and assignments. Note that this tab is available at the project level but not at the project hierarchy level. See Create Resource Plans With Requests and Assignments for details. To add the

Resource Request and Assignment

subtab to the

Resources

tab in your project composite view, see Set Up Resource Planning.

The resource plan line model keeps resource requests and assignments together as one entity, a resource plan line. Use the

Resource Plan

tab to create and manage resource plan lines. See Create Resource Plans With Resource Plan Lines for details. Note that Workday automatically creates and manages the associated project resource requests and assignments behind the scenes, which you can see on the

Resource Request and Assignment

tab if you add that tab to your project composite view. Because of this behavior, you can switch to the request and assignment model at any time.

Example: you work for a professional services company and are creating a resource plan for a project. The project is large enough that many roles will need several workers assigned to each, and you want to track the resource requests separately from the worker assignments, so you use the resource and assignment model.

On the

Edit Tenant Setup - Financials

task, the

Allow Multiple Resources for a Single Assignment

option enables you to specify whether multiple resources are allowed on one assignment.

When the option is enabled and you add an unnamed resource count, Workday adds that number of unnamed resources to a single resource assignment.

When the option is disabled and you add an unnamed resource count, Workday creates that number of individual resource assignments.

When you create a project and use a resource plan template, Workday creates a resource request for each resource plan line in the template. For each request that is approved, Workday then initiates one or more assignment events, depending on the

Allow Multiple Resources for a Single Assignment

tenant setting: if the resource plan line has multiple workers or unnamed resources specified, and if the tenant setting is disabled, then for each request that is approved, multiple assignment events are initiated, one for each resource. Both requests and assignments route through their respective business processes.

When you apply a resource plan template from the

Resource Request and Assignment

tab, Workday follows the same behavior as when creating a project using a template.

Resource plans on project hierarchies don't have associated resource requests. When a project inherits a resource plan from a hierarchy, Workday displays the resource plan lines unless you want to copy or create a resource plan specific to the project.

When you create a resource plan for a project instead of using the plan inherited from the hierarchy, you can choose to copy resource plan lines from the hierarchy. If you initiate the copy from the

Resource Request and Assignment

tab, Workday follows the same behavior as when creating a project using a template.

When you create a project manually or from a template, or copy a project and include the resource plan, Workday first creates a resource request event for every resource plan line on the template, and then initiates the related resource assignment event after each request is approved.