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Administrator Guide
Last Updated: 2023-06-23
Create Resource Plan Templates

Create Resource Plan Templates

Security domains in the Projects functional area:
  • Set Up: Project
  • Worker Data: Standard Cost Rate Override
Security domains in the Project Tracking functional area:
  • Manage: Project Resources
  • Set Up: Project Hierarchy
Create resource plan templates to populate the common information that most users need to enter. Templates streamline data entry, reduce user errors, and enforce consistency.
  1. Access the
    Create Resource Plan Template
     task.
  2. As you complete the task, consider:
    Option Description
    Template ID
    Enter a unique Template ID, or leave blank for Workday to generate the ID.
    This value becomes the reference ID for integrations, and only an administrator can change it.
    Use Date Offset
    Select this check box to define start and end dates relative to the project start date.
    When you select this check box, you must also select an offset increment in the
    Date Offset
     prompt.
    Project Role
    You can assign the same project role more than once to a resource plan line.
    If a project role isn't eligible for the hierarchy of a new project, Workday doesn't include it. Workday only applies the roles that are:
    • Unrestricted.
    • Restricted to the project hierarchy of the new project.
    • Inherited from the parent hierarchy of the new project.
    The
    Maintain Project Roles
     task defines the project role restrictions to project hierarchies.
    Start Date Offset
    End Date Offset
    The
    End Date Offset
     must be greater than or equal to the
    Start Date Offset
    .
    Standard Cost Rate Override
    Standard Cost Rate Currency Override
    Enter a rate and currency to override the standard cost rate and standard cost rate currency defined in the standard cost rate sheet.
    Workday calculates and persists time entry costs upon time entry 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 unnamed resources to a project role.
    • Hire new workers.
    Select
    Associate a Group
     to add a group of workers to a project role. Any of the workers within the group can fill the project role and charge their time to the project.
    Your selection sets the security, reporting, and worker access to project tasks. It also determines the 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.
    Resource
    Enter the number of unnamed resources you need to fill the role.
    For each unnamed resource, Workday adds a row to the Worker grid, which you can replace with a specific worker later in the resource plan.
    Project Role Requirements
    The
    Maintain Project Roles
     task defines the default values for the project role requirements.
    Enter any additional requirements for the project role.
    These requirements help resource managers find suitable candidates for the project role directly from the resource plan line.
  • Create templates for task resources.
  • Create resource plans.