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Administrator Guide
Last Updated: 2026-03-13
Steps: Manage Project Billing Transactions

Steps: Manage Project Billing Transactions

  • Create and approve a billable project.
  • Associate a customer contract with the billable project.
  • Create transactions to bill against the project.
You can configure default options for Workday to populate during project billing review. You can also review billable transactions for projects assigned to your role and perform mass actions on transactions, including:
  • Adjusting amounts.
  • Approving transactions.
  • Changing billing statuses.
  • Creating invoice proposals.
  • Recalculating rates.
  • Transferring time transactions.
  • Transferring or splitting nonlabor billable transactions.
  2. (Optional) Access the
    Maintain Custom Validations
     task.
    Set up custom validations to ensure users enter all required information when they modify billable project transactions. See Example: Set Up Custom Validations on Billable Project Transactions.
    Security:
    Set Up: Custom Validations
     domain in the Common Financial Management and System functional areas.
  4. (Optional) Edit Business Processes.
    Configure the
    Project Transaction Adjustment Event
     business process to set up worklets for custom reports. Worklets enable you to embed custom reports in an approval step in the business process. Approvers can click the worklet to open the custom report during the approval process.
    For example, you could add a custom report that shows you information about previous project transaction adjustments during the approval step of a new transaction adjustment, to help you make your decision on approving or rejecting the adjustment.