Steps: Set Up Project Transaction Summaries

Projects you want to include in the project transaction summary must:

Belong to an active and approved project hierarchy.

Be active, and have a start and end date, resource forecast, and currency.

Have a project state set to

Project

As a project portfolio manager, you can use a single consolidated data source to generate your custom reports. This consolidated source can contain data related to project time, cost, and revenue. The reports can summarize data at a monthly level for unique combinations of project resources and roles.

Workday only includes data that's within the project start and end dates.

Access the

Configure Project Transaction Summary

task.

Security: Set Up: Project Hierarchy
domain in the Project Tracking functional area.

Select eligible project hierarchies and projects to include in the data source.

Schedule the creation date for the data source.

(Optional) Access the

Update Project Transaction Summary

task.

Run an ad hoc data refresh of specific projects, or for events not tracked by the daily refresh.

Security: Manage: Project Transaction Summary
domain in the Project Tracking functional area.

When the scheduled job is complete, you can report on the summarized data. Workday refreshes the data daily, factoring in changes to:

Project attributes: start and end dates, Inactive and Billable flags, currency, state, and status.

Project hierarchy: new project or hierarchy added; hierarchy removed, moved, or marked inactive.

Worker time block hours.

Resource forecast hours.

Resource plan lines.

Contract rates.

Cost rates for forecasted hours.

You can select the

Disable Project Transaction Summary

check box to disable the daily data refresh.

Create custom reports using the Project Transaction Summary data source.