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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Project Plans

Steps: Set Up Project Plans

  • Create project hierarchies.
  • Review setup considerations for project plans.
You can use project plans to organize these aspects of your projects:
  • Risks.
  • Time lines.
  • Work details, such as project phases, project tasks, and worker assignments.
Configure your project plans to:
  • Include project phases that organize and sequence the project work.
  • Include tasks that define the work details within each of the project phases.
  • Use custom task names.
  • Restrict time entry to the date ranges for the project plan, the task resources, or both.
  • Use templates that simplify the creation of your project plans and task resources.
At this time, both the Project Plan and Project Planner reports are available for your project management needs, but the Project Plan report will be retired in a future release. Workday recommends that you use the Project Planner for a more streamlined project management workflow.
  1. (Optional) Access the
    Edit Tenant Setup - Financials
     task.
    Select 1 or more of these check boxes in the
    Projects
     section:
    • Use Project Plan Task Dates
    • Use Task Resource Dates
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  2. To replace the
    Project Plan
     report with the
    Project Planner
     report on the
    Project Plan
     tab of the project profile:
    1. Access the
      Configure Profile Group
       task.
    2. Select the Project Plan for Project Composite View Profile group.
    3. Add the
      Project Planner
       report to the profile group.
    4. Remove the
      Project Plan
       report from the profile group.
  3. Access the
    Maintain Project Phases
     task.
    Add the project phases that categorize and sequence the work for your projects. Example:
    Plan and Strategize
    .
    You select these phases when you create a new plan or edit an existing one.
    Security:
    Set Up: Project Details
     domain in the Project Tracking functional area.
  4. Create the tasks that define the project work.
  5. (Optional) Edit Domain Security Policies.
    Enable the
    Manage: Project Custom Task Name
     domain in the Project Tracking functional area to use custom task names in your project plans.
  6. Access the
    Maintain Risk Severities
     task.
    Add the risk severity levels for your projects. You can select these risks when you edit your project plans.
    Security:
    Set Up: Risk and Priorities
     domain in the Project Tracking functional area.
  7. Create templates for projects with similar project plan types to populate them with common information.
    You can only create templates for standard project plans.
  8. Create templates for projects with similar task resources to populate them with common information.
  • Create projects.
  • Create project plans.