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Administrator Guide
Last Updated: 2023-06-23
Steps: Configure the Project Billing Work Area Profile

Steps: Configure the Project Billing Work Area Profile

Security:
Set Up: System
 domain in the System functional area.
The
Project Billing Work Area Composite View
 is a configurable profile for daily billing management with profile groups for:
  • Billing Specialists
  • Project Managers
  • Revenue Specialists
Workday enables you to configure the content of this view to meet your business requirements. For each role that uses the composite view, you can:
  • Add custom reports.
  • Hide the profile group tabs.
  • Reorder the profile group tabs.
  1. Access the
    Configure Profile
     task.
    1. Select
      Project Billing Work Area Composite View
       from the
      Profile
       prompt.
    2. (Optional) Reorder the display of the profile groups in the composite view.
    3. Clear the
      Display in Profile
       check box to hide a section configuration.
  2. Access the
    Configure Profile Group
     task.
    Manage the content within each of the profile groups that you selected to display on the profile.
    1. Select from the available profile groups for the
      Project Billing Work Area Composite View
      .
    2. Add, remove, or reorder reports.
    3. (Optional) Repeat steps 2a and 2b for each of the profile groups that you want to configure.
    Workday defines the selection list and includes available standard and custom reports on the work area composite view for project billing. For best display, select 10 groups or less.
    Security rules determine the tabs that display for each role.
Set up security for your users to view the profiles, profile groups, and reports.