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Administrator Guide
Last Updated: 2023-09-08
Create Multilevel Project Plans

Create Multilevel Project Plans

Create a project plan.
Security:
Manage: Project Plan
 domain in the Project Tracking functional area.
You can create multilevel project plans to manage your project work. Workday structures multilevel project plans to:
  • Improve plan organization.
  • Increase the granularity of custom reports.
Multilevel project plans can include up to 9 child phases under each top-level parent phase. Each phase level can include an unlimited number of project plan tasks. When a project plan task is associated with a transaction, you can't delete the:
  • Project plan task.
  • Project plan phase or any of its parent phases.
  1. Access 1 of these options:
    • Manage Project Plan Levels
       task.
    • Project Planner
       tab on the
      Project Plan
       profile group for the project.
    Before you can use the
    Project Planner
     report, you first need to add it to the
    Project Plan
     profile group.
  2. As you complete the multilevel project plan, consider:
    Option Description
    Child Phases and Tasks
    Once you assign child phases and tasks to the project, Workday creates a project-specific instance of them for reporting purposes.
    If a project plan has more than 500 rows of phases and tasks in the Project Plan grid, Workday has reduced performance.
    Start Date
    End Date
    Set these dates to control the number of tasks that workers can select when they enter the time they work on a project.
    Non-Billable
    For billable projects only. You can mark a task as nonbillable to:
    • Create custom validations to exclude billing for nonbillable tasks.
    • Exclude hours from revenue forecast calculations on project budgets.
    • Set filters to generate reports listing nonbillable tasks, billable tasks, or both.
    Milestone
    Use milestones for reporting and invoicing billable projects.
    Utilization
    Select if the time block for this task qualifies for actual utilization.
    When selected, you can create a custom report to determine utilization.
When you view a project plan, you can view and edit the new child phases and their associated project plan tasks.
  • Allocate workers to project plan tasks.
  • Create resource plans.
  • Revert a multilevel project plan back to a standard project plan from the project menu on the
    Manage Project Plan Levels
     task.
    You can't revert to a standard project plan when project plan tasks are associated with transactions.