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Administrator Guide
Last Updated: 2023-06-23
Reference: Project Components

Reference: Project Components

Project Components

After you create a project hierarchy, you can assemble a framework for your projects by defining its components. These components simplify the process of creating a new project.
Component
Description
Project Hierarchy
All projects must belong to a primary hierarchy. You can also specify optional hierarchies to further group your projects.
If you specify an optional hierarchy, you'll disable all of these hierarchy-level configuration options:
  • Derived worktag rules.
  • Project budget configurations.
  • Resource plans.
Project Plan
Contains the project phases and tasks. Describes the sequences of steps, activities, and milestones needed for a project.
Resource Plan
Describes who accomplishes the work detailed in the project and in the project plan. You can:
  • Specify the project roles for the workers, and then assign individual workers or associate groups of workers to the roles.
  • Define groups of workers using talent pools, job profiles, or cost centers.
  • Assign a resource plan to a project or project hierarchy.
    A resource plan that you assign directly to a project is unique to that project. A resource plan that you assign to a project hierarchy replicates to the subordinate projects and hierarchies.
Phases and tasks
Phases are the high-level sequence of steps to complete a project. Example: A software implementation project might include these phases: analyze, scope, design, construct, test, document, deliver, and support.
Tasks are the distinct activities within a phase. Example: The document phase might have a task to write end-user instructions.
All project plans, project plan templates, and project templates have phases and tasks.
When you assign phases and tasks to a project, Workday creates a specific instance of them that you can report on for that project.
Templates
You can create templates for projects and project plans that automatically fill in configuration settings and other information. Templates help reduce the manual effort required in configuring these settings every time you create a new project or project plan. They're also useful in standardizing projects across your organization.
Project labor costing
You can define project labor costs based on either:
  • Standard cost rate sheets:
    Use to define the rates for:
    • Unnamed resources based on project roles.
    • Workers based on worker attributes, worker names, and project roles.
  • Fully burdened cost rate sheets:
    Use to determine an hourly rate to cost the time spent by a worker on a project. Workday generates the fully burdened cost rate based on your configurations of:
    • Compensation basis.
    • Frequency.
    • Overhead percent.
    Workday then combines the fully burdened cost rates with project time tracked by workers to calculate project costs.
Dates
Workday doesn't require or enforce relationships between start and end dates across these project areas:
  • Project.
  • Project Plan Task.
  • Resource Plan Line.
  • Task Resources.
Examples:
  • A project plan task can have an end date after the project end date.
  • A task resource can have a date range outside the resource plan line.