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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Security for Project Tracking

Steps: Set Up Security for Project Tracking

Review setup considerations for project tracking.
You can configure the security for the Project Tracking functional area to determine who can:
  • Create and edit project hierarchies and projects.
  • Assign workers to individual projects.
  • View and analyze project data.
  • Set project task dates, percent complete, and milestones.
  • Tag projects with worktags and roles.
  • Tag and report time and expense entry by projects, phases, and tasks.
  1. Access the
    Maintain Functional Areas
     task.
    Select the
    Enabled
     check box for the Project Tracking functional area.
    Security:
    Security Configuration
     domain in the Workday functional area.
  2. Edit Domain Security Policies.
    Set up these domains in the Project Tracking functional area:
    • Manage: Project Custom Task Name
    • Manage: Project Details
    • Manage: Project Plan
    • Manage: Project Resources
    • Manage: Project Tracking
    • Set Up: Dynamic Resource Pool
    • Set Up: Period Schedule
    • Set Up: Project Details
    • Set Up: Project Hierarchy
    • Set Up: Project Tracking
    • View: Project
    • Worker Data: Project Tracking
    You can use the
    View All Domains
     report to review the security group types permitted for each domain.
  3. Create User-Based Security Groups.
    Set up the user-based security groups for each domain, based on the requirements of your organization.
  4. Set up the role-based security groups for each domain, based on the requirements of your organization.
  5. Set up the intersection security groups for each domain, based on the requirements of your organization.
  6. Set Up Assignable Roles.
  7. Edit Business Processes.
    Edit the definitions for these business processes, based on your organizational needs:
    • Create Project
    • Create Project Hierarchy
    • Edit Project
    • Project Resource Plan Line
  8. Set up the security policies for these business processes, based on your organizational needs:
    • Create Project
    • Create Project Hierarchy
    • Edit Project
    • Project Resource Plan Line
    Example: Add approvers to a business process.
  9. Activate Pending Security Policy Changes.