Editing Project Hierarchy Resource Plans
This document is a guide for Finance and Financial Managers to assist them in editing an existing Project Hierarchy Resource Plan. This Resource Plan is the default resource plan that is used when a job is integrated into Workday from CMiC. It contains both Craft and Admin profiles. Note: Union Craft profiles will never have rates added on this plan but a resource line must exist.
Access Workday from the Desktop Icon on your computer
STEP 1: Once in Workday, navigate to Edit Resource Plan for Project Hierarchy
STEP 2: Enter the Project Hierarchy code for the Division you need to update
STEP 3: Click OK (to open the resource plan)
STEP 4: Click “Click here to sort” (to alphabetize the role list)
STEP 5: Select Project Role
STEP 6: Confirm that the role you want to add does not currently exit.
Notes: If the Project Role does proceed to Step 9, if it does not proceed with Step 7
STEP 7: Click Add
STEP 8: Complete the following fields:
a. Project Role = Enter Job Profile code
b. Standard Cost Rate Override = Enter charge rate for the role
c. Standard Cost Rate Currency Override = Enter “USD” (note: this is not a Workday required field but it is required to SAVE the record)
d. If this is an employee specific rate, click the “Assign a Worker” button
e. Click the ‘+’ next to “Worker” in the grid
f. On the blank line, enter the workers name and tab
g. If this is a group rate, click the “Associate a Group” button
h. Worker Group = Enter Worker Group Code
Note: If the Dynamic Resource Pool (aka: Worker Group) for this profile does not exist, you will need to create it before you can complete this set up. See the How To - Creating Dynamic Resource Pools.
i. Click OK when done
STEP 9: To Edit an existing resource plan line, click on
the Role in the left grid, this will open the record
STEP 10: Edit the record as needed.
STEP 11: Click OK when done