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Administrator Guide
Last Updated: 2023-06-23
Create Initiatives

Create Initiatives

  • Create projects.
  • Set up initiatives.
  • Security:
    Manage: Initiatives
     domain in the Projects functional area.
Your organization can have both project and nonproject work in progress at the same time. You can group this work with initiatives to support your organizational goals. Grouping your projects by initiative gives you a clear view into the work your organization is undertaking. You can then use the reporting tools in Workday to analyze and drill into project costs versus budget, on-time success, and other dimensions.
  1. Access the
    Create Initiative
     task.
  2. As you complete this task, consider:
    Option Description
    Importance
    Select the value that measures the importance of the initiative.
    Supports Organization Goal
    The goal can have more than 1 initiative assigned to it, but each initiative can belong to only 1 organization goal. For an organizational goal to include initiatives, it must be public and in an active goal period.
    Supporting Projects
    You can assign an initiative to more than 1 project, but each project can belong to only 1 initiative.
You can use these reports:
Report
Description
View Initiative
Displays details of the initiative, including the supporting projects and nonproject work. Project details include:
  • Number of assigned workers.
  • Number of workers who have logged time to the project.
  • Total project budget.
  • Totals spent on time and project costs.
  • Remaining budget.
  • Percent complete.
Nonproject work details by work function include:
  • Assigned workers.
  • Workers who logged time.
  • Total hours logged.
  • Total time cost.
Workday retired the
Project Timesheets
 feature in Workday 29. Workers can no longer log time against nonproject work, and you won't see any data in the
Time
 section of an Initiative. If you have older data created from this retired feature, you can still see the information with the correct security access.
Talent Matrix - Performance by Initiative Importance
Compares worker performance the to initiative importance ratings for the projects they worked on.