Create Project Plans

Set up project plans. See Steps: Set Up Project Plans .

Create a project. See Create Projects .

Security domains in the Project Tracking functional area:

Manage: Project Plan

Set Up: Project Details

You can use Workday project plans to capture the details of a project from start to finish, by:

Listing the phases and tasks that define your project work.

Designating milestones for your project.

Marking specific tasks as nonbillable to exclude the associated work hours from billing and revenue forecasts.

Marking specific tasks for reports on actual utilization.

Access 1 of these options:

Create Project Plan

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. See Steps: Set Up Project Plans .

As you complete the project plan, consider:

Option	Description
Phases and Tasks	Once you assign phases and tasks to the project, Workday creates a project-specific instance of them for reporting purposes.
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.

Workday populates the project plan with your information.

Create a multilevel project plan.

Create a resource plan.

Allocate workers to project plan tasks.