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Last Updated: 2023-06-23
Example: Simplify the Selection of Project Tasks on Project Plans

Example: Simplify the Selection of Project Tasks on Project Plans

This example explains how to simplify the selection of project tasks for your Workday users when they create project plans. You can accomplish this simplification by restricting project tasks to project hierarchies.
By default, Workday doesn't restrict project tasks to project hierarchies. Users can view and select all of the project tasks available in Workday on their project plans. Not all of these project tasks are relevant to a specific project and can confuse users, leading to data entry errors and inconsistent project plans.
You want to ensure that only relevant project tasks are available to users on project plans. To limit project tasks to a specific set of projects, you restrict the appropriate project tasks to a specific project hierarchy.
Users can then only select the restricted project tasks when they create project plans for the projects on the selected hierarchy.
Create a primary project hierarchy with this name: Services Projects
Security:
Set Up: Project Details
 domain in the Project Tracking functional area.
  1. Access the
    Maintain Project Tasks
     task.
  2. Add 2 rows to the
    Project Tasks
     grid.
  3. Enter these values for the new rows on the
    Project Tasks
     grid:
    Option
    Value
    Project Task Name
    • Row 1:
      Business Plan
    • Row 2:
      Approve Business Plan
    Restricted to Project Hierarchies
    • Row 1:
      Services Projects
    • Row 2:
      Services Projects
  4. Click
    OK
    .
  5. Click
    Done
    .
When users create project plans for their projects, Workday only displays these restricted project plan tasks on the projects associated with the Services Projects hierarchy:
  • Business Plan
  • Approve Business Plan
Workday hides these restricted project tasks on the project plans for all other projects on all other hierarchies.
Unrestricted project tasks are available on all project plans for all projects on all hierarchies throughout Workday.
  • Create projects.
  • Create project plans.