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Administrator Guide
Last Updated: 2026-03-13
Transfer Project Transactions

Transfer Project Transactions

  • Set Up Project Billing Configurations.
    Configure an accounting adjustment date and reason.
  • To enable transaction transfers within closed time periods, enable the tenant-wide option
    Allow Transfers Within Closed Time Entry Periods
     on the
    Project Transfer Options
     tab on the
    Set Up Project Billing Configuration
     task.
  • Security:
    • Manage: Project Transaction Transfer
       domain in the Projects functional area.
    • For project transfers in locked and closed periods:
      • The user must also have access to the
        Time Tracking: Exempt from Lockout
         domain in the Time Tracking functional area.
      • If the
        Project Transaction Adjustment Event
         business process:
        • Is configured, the initiator of the project transfer must have access to the
          Time Tracking: Exempt from Lockout
           domain, or the business process does not advance.
        • Is configured with approvers, the approvers must have access to the
          Time Tracking: Exempt from Lockout
           domain, or the business process does not complete.
    • Set Up: Project Billing - Configurations
       domain in the Project Billing functional area (for the
      Allow Transfers Within Closed Time Entry Periods
       option).
You can transfer transactions from one project to another, and split them between projects. This topic describes how to use the
Transfer Project Transactions
 task to transfer any supported transaction types, but you can also transfer billable transactions using the Manage Project Billing Transactions task.
The
Transfer Project Transactions
 task is a mass action that updates the project or project plan tasks of time blocks. It's not intended to update project or project plan tasks on time blocks while keeping all other values constant. When you transfer project transactions during an open period, Workday runs time calculations for the time block and reevaluates the worktags. Workday resets any worktag values that workers overrode on the time blocks back to their default values.
  1. Access the
    Transfer Project Transactions
     task.
  2. Select filter options (some options are the same as those for the
    Manage Project Billing Transactions
     task):
    For
    Projects
    : Select the projects that you want to review. Workday saves your selection and uses it each time you access the task.
    You can hide or require specific search prompts for the
    Transfer Project Transactions
     task, using the
    Configure Optional Fields
     task. Select the
    Project Billing
     >
    Manage Project Billing Transactions
     functional area, and select security groups to hide or require fields for. The configuration changes you make here apply to both the
    Transfer Project Transactions
     and
    Manage Project Billing Transactions
     tasks.
  3. On the
    Transaction Details
     view, select multiple transactions in the grid and choose a target project, phase, or task from the
    Mass Action
     header to transfer the transactions to, or choose target projects, phases, or tasks in the grid to transfer individual transactions to.
    As you complete the task, consider (some options are the same as those for the
    Manage Project Billing Transactions
     task):
    For
    Transfer To Project / Phase / Task
    :
    • Time and Daily Time transactions:
      • You can only transfer time transactions at the task level, and can't split them.
      • The task must have the same worker that the time block is for.
      • When you populate the transfer-to project for a time transaction line, you can edit the Transaction Memo field. The memo you enter here overrides the worker's Time Block Comment.
    • Expense and Supplier Invoice transactions: You can transfer and split these transactions at the project, phase, or task level.
    • Misc Expense transactions: You can transfer these transactions at the project, phase, or task level, but can't split them.
    • Ad hoc transactions of any type: You can transfer these transactions, but can't split them.
  4. (Optional) Export project billing transactions to Excel.
    Export project billing transactions to Excel to analyze the data to better inform your billing decisions.
    1. Click the
      Project Transactions
       field to open a read-only view of the transactions grid.
    2. From the read-only view, click
      Export to Excel
       to download the transactions as an Excel worksheet.
      From this view you can also export to PDF, filter, and expand and collapse rows.
  5. Click
    Submit
     to transfer the selected transactions.
You can drill into the
Transaction Count
 on the confirmation page to see the transaction details.
If you transfer ad hoc time transactions after they have already been costed, you will need to run the
Create Project Labor Cost Summarization
 task to reverse the previous accounting journals from the source project and create new journals for the target project.
You can report on project transaction values before and after they are transferred, by creating an Advanced custom report with the following configurations:
  • Business Object
    :
    Project Transaction Adjustment Line
  • Data Source
    :
    Project Transaction Adjustment Lines
  • In the
    Columns
     tab of the custom report, add a row with these values:
    To answer this question
    Select this Business Object
    Select a Field value
    Where was the transaction originally booked to?
    Project Transaction Adjustment Line
    • Source Project
    • Source Project Plan Phase
    • Source Project Plan Task
    Where was the transaction transferred to?
    Project Transaction Adjustment Line
    • Target Project
    • Target Project Plan Phase
    • Target Project Plan Task
    Who made the transfer?
    Project Transaction Adjustment Event
    Initiator
    When was the transfer made?
    Project Transaction Adjustment Event
    Date Initiated