CREATING DYNAMIC RESOURCE POOLS (WORKER GROUPS)
Creating Dynamic Resource Pools (Worker Groups)
Overview:
This document is a guide for Finance and Financial Managers to assist them in creating a Dynamic Resource Pools (aka Worker Groups) for the Project Resource Plans. Dynamic Resource Pools are created when a new Job Profile is being used in a new or existing Resource Plan
The functionality for creating
Worker Groups is completed by creating a Dynamic Resource Pool
Access Workday from the Desktop
Icon on your computer
STEP 1: In
the Search box, enter Dynamic, the following selections will appear
a. Create Dynamic
Resource Pool – is for new Worker Groups
b. Edit
Dynamic Resource Pool – is for updating an existing Worker Group
c. View
Dynamic Resource Pool – is a report
STEP 2: Click Create
Dynamic Resource Pool
a. *Name = division #+job
profile name (294ACCTCL)
b. Description
= leave blank
c. Inactive
= leave unchecked
STEP 3:. Frequently
Used Dimentions
a. *Job Profile = job profile code (same as the one used in the Name) - * Job Profile is a required field by Swinerton
STEP 4: Additional
Dimensions
a. Click Add
b. Dimension
= Enter Cost Center – Select the 1st option “Cost Center”
c. Value =
the list of cost centers that need access to this worker group
Notes: When
initially setting these up, we used all cost centers in the region in which the
worker group belonged. Included also were 80190 and the Accounting cost center
that was supporting the group.
Step 5:Click
OK (see completed sample below).