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

Steps: Set Up Project Ideas

Review setup considerations for project creation.
Workers can create project ideas that support the goals of your organization. As managers review and approve these ideas, they can add additional details on the:
  • Scope
  • Cost
  • Risk
When you create a project from an approved idea, Workday populates the project with the details specified in the idea.
  1. Set up the
    Manage: Idea
     domain in the Projects functional area.
    See Edit Domain Security Policies.
  2. Set up these business processes:
    • Create Idea
       in the Projects functional area.
    • Create Project
       in the Project Tracking functional area.
    See Edit Business Processes.
  3. Set up these security policies:
    • Create Idea
       in the Projects functional area.
    • Create Project
       in the Project Tracking functional area.
  4. (Optional) Set up project risk parameters.
  5. (Optional) Set up security for organization goals.
    The
    Supports Organization Goal
     prompt on an idea is secured to the following domains:
    • Self Service: Organizational Goals
    • Worker Data: Organizational Goals
    When you select an organization goal from the prompt, Workday restricts the goals available based on these domains. Also, Workday supports only public goals in the prompt.
    See Edit Domain Security Policies.
    If you configure Workday to not use organization goals on ideas, the
    Find Ideas
     report doesn't run properly. To resolve this issue, make a copy of the
    Find Ideas
     report, with the following changes:
    • On the
      Columns
       tab, remove the
      Organization Goal for Idea
       field.
    • On the
      Filter
       tab, remove the
      Organization Goal for Idea
       field.
    • On the
      Prompt
       tab, remove both of the
      Organization Goal for Idea
       fields.
Approved workers can create new project ideas. Managers can review their ideas, define the risks, and approve them from My Tasks.
Project managers can then create a new project from an approved idea, and associate an existing project with an idea.
  • Access the
    Create Idea
     task to create new project ideas.
  • Access the
    Review Idea
     task from My Tasks to review, add detail, and approve submitted project ideas.
  • Access the
    Find Ideas
     report to view a list of ideas that meet your search criteria.