Concept: 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. |