Workday Project Tracking
Project Tracking gives you access to a limited set of Projects features, and enables you to create projects specifically for tracking time and expenses.
You can use Project Tracking if you don't need to:
- Create billable projects.
- Create capital projects.
- Use advanced resource management.
How Project Tracking Interacts with Time Tracking and Expenses
Workday integrates Project Tracking with Time Tracking and Expenses. You can configure and record the time worked on a project, as well as the expenses for a project. This table describes the roles and responsibilities for implementing Project Tracking.
Role | Action | Results |
|---|---|---|
Project Manager | Creates projects with resource plans and project plans.
If tracking expenses only, creates basic projects. | Configured projects with phases and tasks available in prompts for worker time entry and project expense associations. |
Time Tracking Administrator | Sets up project time entry in Time Tracking. | Workers can enter time for the work they complete on a project. |
Project Worker | Enters time in Time Tracking and associates it with a project, project phase, or project task. | Managers can monitor and analyze the time workers spend on their assigned projects. |
Expense Data Entry Specialist | Uses project, project phase, and project task worktags to tag project expenses. | Managers can monitor and analyze project expenses. |
Project Tracking Components
At minimum, you must create a project hierarchy. However, we recommend that you use additional project components to reduce data entry.
Component | Description |
|---|---|
Project Hierarchies | Group similar types of projects and subordinate project hierarchies using tree-like structures.
All projects must belong to a primary project hierarchy, and can also have 1 or more optional hierarchies. |
Project Plans | Organize the project using phases and tasks. Describes the sequences of steps and activities necessary to complete a project. You can designate specific tasks as milestones for your project.
Phases are the high-level sequence of steps needed to complete a project. Example: A development project might consist of these phases: Analyze, Scope, Design, Construct, Test, Deploy, and Support. Tasks are the distinct activities within a phase. Example: A Deploy phase might include a task for completing a deployment checklist. Once you assign phases and tasks to a project, Workday creates a project-specific instance of them that you can report on for a specific project. |
Resource Plans | Describe who is working on the project and project plan. You can:
You can also assign resource plans to projects or project hierarchies. |
Dates | Workday doesn't require or enforce relationships between the start and end dates across these project areas:
Example: A project plan task can have an end date after the project end date. |