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Administrator Guide
Last Updated: 2023-06-23
Create Project Tasks

Create Project Tasks

  • Create a project hierarchy.
  • Security:
    Set Up: Project Details
     domain in the Project Tracking functional area.
Project tasks define the work details of a project. You can add these tasks on:
  • Project plan phases.
  • Task resources.
You can also create resource forecasts based on project plan tasks to view detailed work estimates.
  1. Access the
    Maintain Project Tasks
     task.
  2. For each new task, add a row to the
    Project Tasks
     grid.
  3. As you complete the task, consider:
    Option Description
    Project Task Name
    Enter a name for the task.
    Users see this name when selecting tasks on the:
    • Project plan.
    • Task resources.
    Workday also displays this name on task-level resource forecasts.
    Restricted to Project Hierarchies
    (Optional) To limit the use of a project task to the project plans on a specific set of projects, select 1 or more project hierarchies.
    Restricting tasks to project hierarchies ensures that only the relevant tasks are available on the project plans under those hierarchies.
    If you add an unrestricted project task to a project plan, and then later restrict the same task to a different project hierarchy:
    • The restricted task remains on the original project plan.
    • You can't add another occurrence of the restricted task to the project plan.
    You can use unrestricted project tasks on all project plans on all hierarchies.
    In Use
    This setting is read-only. Workday marks the check box when a project task is associated with 1 or more project plans.
    Inactive
    Select for unused or obsolete project tasks. When selected:
    • You can hide the inactive tasks in custom reports.
    • Workday prevents project workers from charging their time to inactive tasks.
    • Workday prevents inactive tasks from displaying on drop-down menus.
    • You can hide worktags for inactive project tasks with the
      Maintain Worktag Usage
       report.
    You can still add inactive tasks by searching for the names of the tasks in the prompts on:
    • Project plans.
    • Project plan templates.
Create project plans.