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Administrator Guide
Last Updated: 2023-06-23
Create Basic Project Worktags

Create Basic Project Worktags

Security:
Set Up: Basic Project Worktag
 domain in the Common Financial Management and Worktags functional areas.
Basic projects solely consist of a project name and an ID. They function as worktags on financial transactions and payroll entries, eliminating the need to create a fully defined project. You can convert a basic project into a full project later on, if needed.
Basic projects:
  • Aren't used to manage a project.
  • Don't have detailed project information.
  • Don't need enabled financial security domains.
  1. Access the
    Maintain Basic Projects
     task.
  2. For each new basic project, add a row to the
    Basic Projects
     grid.
  3. As you complete each row, consider:
    Option Description
    Project ID
    Workday generates an incremental ID.
    Project Name
    Enter a project name. Workday displays this name on the project worktag.
    Inactive
    When you set a basic project as inactive, you can't use it as a worktag until you activate it. You can set basic projects as active or inactive using the
    Maintain Basic Projects
     task.
Basic projects are available to use as worktags for:
  • All available financial transactions including requisitions, spend authorizations, and expense reports.
  • Payroll input by workers.
  • Convert a basic project to a full project with the
    Create Project from Project Worktag
     task.
  • Find and review existing basic projects with the
    View Basic Projects
     report.
  • Review and edit your basic projects with the
    Maintain Basic Projects
     task. You can change the names of basic projects and set them as active or inactive.