As discussed previously in the section on Project Hierarchies, a resource plan at this level holds the default cost rates for each division.

Before workers can charge time against a project, you must assign a resource plan to either the project or its project hierarchy. Workday looks at the project for a resource plan and then walks up the project hierarchy until it finds one. Resource plans define the superset of workers who can enter time for a project, along with their available time and cost.

 

After setting up the project roles, you can then distinguish the role of the worker as an assignment (worker specific) or as an association (a worker group member) with the project.

 

When creating the configuration for these resource plans a decision was made to model them after the default Union Rate tables set up in CMiC.  These were exported into excel.  The CMiC trade codes were then mapped to the Workday job profiles and assigned the default charge rate from CMiC.  In addition, we assigned the project hierarchies that would use them.


This work was translated into the formal upload document for each division that looked like this:


Which became the resource plan in the project hierarchy.

 

Keep in mind that the Resource Plan at the hierarchy level is your default.  This plan will automatically be assigned to each new project that is integrated into Workday.  For the most part the resource plan lines do not have a start and end date, they are open ended.  The rates for these are usually updated annually after salary increases have been processed.

 

A new Project Hierarchy Resource Plan would not be created unless we are adding a new division to an existing company or we are adding a brand-new payroll company. If this were to occur, we would most likely create these via an EIB (Enterprise Interface Builder) upload process and not manually.

 

Changes to these plans are made via the Edit Resource Plan for Project Hierarchy. Using this process, you can add resource plan lines, update existing plan line rates, update worker assignments, update worker groups and make other changes as needed.

 

Below is a sampling of a resource plan with details of what each plan line should contain.

When reviewing a resource plan line (each job profile) the following information is crucial for employees to enter time against the project

1. There must be a project role – this is synonymous with the job profile

2. There must be a standard cost rate override, and that cost rate must have a currency assigned to it.

  3. There must be a worker group assigned.

a. The worker group (aka: Dynamic Resource Pool) holds the employee cost centers which can charge to the jobs using the project hierarchy resource plan.

b. It also holds the job profile for the worker group. The job profile here will validate against the job profile assigned to the employee who is entering time against the project.

c. If either of above are missing from the worker group set up, employees will not be able to enter time to the project(s), and can also affect cost rate calculations for job cost.


  4. If a worker group is not assigned to the resource plan line, then a worker specific assignment should be made.