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

Create Project Task Resource Templates

Set up templates for:
  • Project plans.
  • Resource plans.
Security:
  • Set Up: Project
     domain in the Projects functional area.
  • Manage: Project Plan
     domain in the Project Tracking functional area.
Task resource templates simplify the process of adding project plan tasks to a project and assigning them to workers. Templates maintain consistency, streamline data entry, and reduce errors. You can configure templates to prefill common options for users when they create a project that includes task resources.
  1. Access the
    Create Task Resource Template
     task.
  2. As you complete this task, consider:
    Option Description
    ID
    When you leave the ID blank, Workday automatically generates a new ID.
    The ID becomes the reference ID for integrations.
    Use Date Offset
    Select to define the task start and end dates relative to the project start and end dates.
    Task
    When you create a new project using a task resource template, Workday only creates task resources for project tasks that are:
    • Inherited from the parent hierarchy of the project.
    • Restricted to the project hierarchy of the project.
    • Unrestricted.
    Resources
    For direct assignments, select unnamed resources from the resource plan line.
    Resource Plan Line
    Workday populates this field based on the worker entry from the associated resource plan template.
    Start Date Offset
    End Date Offset
    Enter a positive whole number.
    The
    End Date Offset
     must be greater than or equal to the
    Start Date Offset
    .
    Workday populates the dates on the project plan task based on the date offsets relative to the start date on the project plan template.
    % Allocation
    Displays when the associated:
    • Resource plan template has unnamed resource assignments or worker group associations on the resource plan lines.
    • Project plan template has defined phases and tasks.
    Workday populates the value from the resource plan.
    You can also enter a new value using whole numbers that are greater than or equal to zero and percentages over 100.
    Estimated Hours
    Enter the number of hours you estimate the task will take. Enter positive numbers with up to 2 decimal points.
Create new projects.