Steps: Build Projects

Configure your tenant settings and set up your Projects infrastructure. See Steps: Set Up Projects Infrastructure.

Workday Projects enables you to effectively:

Plan the projects for your organization.

Track your progress.

Staff your projects.

Manage your project resources.

Enable project workers to log their time and expenses to a project.

You can define project work that aligns with strategic company and individual goals, as well as develop effective outcomes.

(Optional) Access the

Maintain External Link Validation

task to enable external links on projects.

Define the authorized URI formats for the

Project External Link

option. Example: https://zimit.io/

This validation:

Enables users to add links that match your specific formats.

Prevents users from adding unauthorized links.

Security: Set Up: Tenant Setup - Security
domain in the System functional area.

Create Projects.

Access the

Assign Work to Worker

task.

Assign project and nonproject work to workers.

Security: Assign Work to Worker
business process and security policy in the Projects and Staffing functional areas.

(Optional) Access the

Create Risks

task.

Define the risks associated with the project.

Security: Manage: Project Details
domain in the Project Tracking functional area.

(Optional) Set up the Project Manager Hub.

Use the

Projects

dashboard to manage your projects.

Set up resource forecasts.

Set up project budgets.