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

Create Resource Plans

  • Create a project.
  • Set up resource plans.
  • Configure these business processes and security policies:
    • Project Resource Plan Line
       in the Project Tracking functional area.
    • Request Worker
       in the Projects functional area.
    • (Optional)
      Project Express Interest
       in the Projects functional area, if you want to surface projects in Opportunity Marketplace.
  • Security:
    Set Up: Project Hierarchy
     domain in the Project Tracking functional area.
In Workday, you use resource plans to define the workers who work on a project. You can create resource plans for either the project or the project hierarchy. If a project hierarchy has a resource plan, all projects in that hierarchy can use the same resource plan.
You can also display resource plan lines as opportunities in Opportunity Marketplace, enabling qualified project workers to express an interest in working on a specific project. However, you must first set the project to display in Opportunity Marketplace. See Create Projects.
Note: Resource plan lines inherited from the project hierarchy won’t display in Opportunity Marketplace.
After you create a resource plan:
  • You can assign workers to tasks in the project plan.
  • Workers can charge time against the project.
  1. Access 1 of these tasks:
    • Create Resource Plan for Project
      .
    • Create Resource Plan for Project Hierarchy
      .
  2. As you complete the task, consider:
    Option Description
    Project Role
    You can assign the same project role more than once to the resource plan.
    Standard Cost Rate Override
    Standard Cost Rate Currency Override
    Accept the default rate and currency from the standard cost rate sheet, or enter new values.
    Workday calculates and persists time entry costs upon approval. Changes to the standard cost rate on the resource plan line don't change the standard cost amount for approved project time entries.
    Allocation Type
    Select
    Assign a Worker
     to add individual workers or unnamed resources to a project role. To display the resource plan line in Opportunity Marketplace, you must select this option.
    Select
    Associate a group
     to add a group of workers to a project role.
    Any of the workers, unnamed resources, or workers within a group can fill the project role and charge their time to the project.
    Your selection sets security, reporting, and worker access to project tasks. It also determines the detail fields that display when you add workers or groups to the project role.
    To Be Hired
    Displays only when you select
    Assign a Worker
    .
    When you select this check box, you can complete the resource plan without a direct assignment and report more accurately on needed resources.
    Job Requisition
    Displays only when you:
    • Select the
      To Be Hired
       option.
    • Have rights to view or change the
      Manage: Project Resource Job Requisition
       domain.
    You can assign the same requisition to multiple resource plan lines, and you can have multiple workers for the same position.
    % Allocation
    Displays only when you select
    Assign a Worker
    .
    Enter a percent value for the time commitment of the worker. Workday supports percentages greater than 100.
    If you specify this field, you can create a project budget later.
    Estimated Hours
    Displays only when you select
    Assign a Worker
    .
    Enter the sum of all the resources total estimated hours for a project, or for a project plan task.
    If you specify this field, you can create a project budget later.
    Worker Group
    Displays only when you select
    Associate a group
    .
    Select to identify the groups of workers who can charge time to the project.
    Excluded Workers
    Displays only when you select
    Associate a group
    .
    Select to remove specific workers from the group for this resource plan only.
    Project Booking Status
    Select from the confidence levels you created on the
    Maintain Project Booking Status
     task.
    Worker
    Displays only when you select
    Assign a Worker
    .
    Add 1 or more workers to the project role.
    For each unnamed resource, Workday adds a row to the Worker grid, which you can replace with a specific worker later.
    If you plan to create a project budget from the resource plan, you must assign at least 1 worker or unnamed resource to a project role.
    To display the resource plan line in Opportunity Marketplace, you must have:
    • No worker assignments on the resource plan line.
    • At least 1 unnamed resource.
    Project Role Requirements
    Enter the Categories and Requirements. The
    Maintain Project Roles
     task defines the default values.
    These requirements help resource managers find available candidates for the project directly from the resource plan. They also match qualified candidates to project opportunities in Opportunity Marketplace.
    You can override these default values in the
    Project Role Requirements
     section on the resource plan line. If you later decide to change to a new role that doesn’t have default requirements, Workday maintains your previously saved values.
    To match qualified candidates with the resource plan line in Opportunity Marketplace, configure the
    Project Role Requirements
     section by selecting the
    Prompt: Skills
    Category
    . Add 1 or more
    Requirements
    .
    To display the project location in Opportunity Marketplace, configure the
    Project Role Requirements
     section by selecting the
    Location
    Category
    . Add either 1 location or 1 optional location to the
    Requirements
     section. You can add multiple location categories.
  • Create a resource forecast.
  • Identify conflicts with the Standard Cost Rate using the
    View Resource Plan Lines with Conflicting Standard Cost Rates
     report.
  • Create custom objects.