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Administrator Guide
Last Updated: 2023-06-23
Steps: Configure Projects

Steps: Configure Projects

Workday Projects enables you to:
  • Define work that aligns with strategic company and individual goals.
  • Unify your human resources, financial, and spend information.
  • Track project costs and progress using worker logged time and project spending.
  • Analyze business results to make adjustments, or gain further insight for future planning.
  • Find and compare workers to staff your projects, with clear insight into their availability.
  1. (Optional) Create initiatives to align your projects and nonproject work with an individual or organization goal.
  2. Create basic projects that function solely as worktags for your financial transactions and payroll entries.
  3. Set up the Projects infrastructure.
  4. Build out your projects.
  5. (Optional) Set up capitalization for the project.
  6. (Optional) Compare different combinations of resources and determine their optimal distribution.
  7. (Optional) Access the
    Maintain Work Functions
    task.
    Configure the nonproject work for your organization.
    Security:
    Set Up: Job
    domain in the Jobs & Positions functional area.
  8. (Optional) Create and approve project ideas.