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Administrator Guide
Last Updated: 2024-03-08
Configure the Create Project Business Process

Configure the Create Project Business Process

Security - These domains in the System functional area:
  • Business Process Administration
  • Manage: Business Process Definitions
The
Create Project
 business process provides increased visibility and workflow control over the creation of a new project and changes to an existing project.
This business process enables you to:
  • Initiate a project.
  • Set approvals for security groups.
  • Define advancement to the next step in the process.
  • Create a draft customer contract from a template.
  • Create custom validations for project creation.
You can edit the security policy for the Create Project business process to set the security groups that can:
  • Create new projects.
  • Copy existing projects.
  • Approve new projects.
  • Review new project information.
  1. Access the
    Create Project
     business process definition.
  2. Select
    Business Process
    Edit Definition
     from the related actions menu.
    As you complete the task, consider:
    Option Description
    Due Date
    The elapsed time from when the process starts until the process is complete.
    Due Date is Based on Effective Date
    The effective date that the project manager specifies when starting an instance of the business process:
    • If selected, Workday calculates from the effective date of the business process.
    • If not selected, Workday calculates from the moment the prior step completes.
  3. As you complete the
    Business Process Steps
    , consider:
    Option Description
    Order
    Use to set the completion order of the steps. We recommend using letters instead of numbers, because Workday sorts sequentially, not numerically. Example: 10 sorts before 2.
    Parallel Step Order in My Tasks
    Use to configure the order of parallel steps in the business process. A parallel step is when 2 or more Workflow steps have the same alphanumeric order.
    The sequence you enter here determines how each parallel step displays in the approver's My Tasks.
    If an approver sorts My Tasks by
    Newest on Top
    , Workday displays their tasks in My Tasks in the opposite order of what you configure here.
    Type
    Use to set the type of step for the business process.
    A business process always starts with an initiation step.
    To route changes to the project manager for approval, select
    Approval
    .
    To create a draft customer contract from a customer contract template, select
    Service
     and specify
    Create Customer Contract
    .
    Group
    Use to set the type of role that you want to approve the change. You can select more than 1 option.
    All
    Use if everyone in the specified security groups must complete this step.
    Due Date
    Use to set the due date for the step.
    The due date is the amount of time allotted to complete the current step, after the previous step completes.
    Due Date is Based on Effective Date
    Use to change the starting time to the effective date of this business process instance.
    Complete
    Use for approval steps.
    When a
    Completion
     step finishes, the business process completes. Completion makes the data available for the
    Edit Project
     business process.
  4. Enable Workday notifications.
    1. Add
      Manager
       to the notifications using the
      Maintain System Notifications
       task.
    2. (Optional) Set up
      Custom Notifications
      .
The
Create Project
 business process guides the creation and approval of new projects.