Concept: Role Requirements in Quotes

The role requirements are defined on the project role in the

Maintain Project Roles

task. When you add a role with role requirements to a quote:

Workday displays the default role requirements.

You can also add or modify the role requirements manually for the role line.

Upon quote approval, Workday automatically passes the requirements from the quote to downstream resulting resource plan lines.

Functionality Behavior:

When you add a role line to a Service, Workday defaults the role requirements if they exist on the project role.

When you add a service to the quote from

Services Catalog

, Workday defaults the role requirements if they exist on the project role (set up in the

Maintain Project Roles

task).

When you copy a quote, or copy a role line, the associated role requirements are carried over to the new quote or new role.

The downstream Opportunity Project and Project created from a quote retain the specified role requirements and display the values on the

Resource Plan

tab in the

Project Role Requirements

section.

Changes on the Quote or the Project:

Removing a role requirement from an approved quote's role line also removes it from the project resource plan line upon re-approval.

You can edit the role requirements on the project resource plan lines manually after the Quote Event
completes.

When the quote event is still in progress, Workday prevents you from editing the project resource plan line until the event completes.

Same Role Requirement Category

: When you change an existing quote and re-submit it, the new requirements override the manual updates made on the resource plan line for the same role requirement category.

Different Role Requirement Category

: When you change an existing quote, and re-submit it, Workday doesn’t override the manual updates to role requirements defined on the project, when the category on the project resource plan line is different from the category on the quote.

Reporting

You can use the

Quote Role Requirements

report field on the

Quote Role Line Abstract

business object in custom reports to view the role requirements for the quote role line.

Web Service Operation :

You can also use these web service operations to retrieve and add the role requirement data:

Get Quote Services and Lines

Submit Quote Services and Lines