Steps: Set Up Projects Infrastructure

Before you build projects, set up your projects infrastructure to plan, track, and manage work across your organization.

You can predefine project elements, such as:

Custom labels: Replace Workday terminology with your own preferred terms.

Project Hierarchies: Use to roll up multiple projects for security and reporting.

Project Plans:

Cost Rates:

Project Roles:

Project Templates:

Edit Business Processes.

Configure these business process definitions:

Ad Hoc Project Transaction Event

Create Project

Create Project Hierarchy

Edit Project

Project Resource Plan Line

Rate Work

Request Worker

Edit Business Process Security Policies.

Configure the security policies for these business processes:

Ad Hoc Project Transaction Event

Create Project

Create Project Hierarchy

Edit Project

Project Resource Plan Line

Rate Work

Request Worker

Activate Pending Security Policy Changes

(Optional) Configure the Project Profile.

(Optional) Access the

Configure Optional Fields

task to hide optional fields on the project summary.

From the

By Functional Area

prompt, select the Project Summary - Composite View
option to hide optional fields on most Projects tasks and reports that display the project summary. When you hide an optional field, Workday continues to require it for custom validations you've configured.

See

Configure Optional Fields.

Reference: Project Tasks and Reports with Configurable Project Summary Fields.

Create Project Hierarchies.

Access the

Edit Tenant Setup - Financials

task.

In the

Projects

section, configure your tenant-wide settings.

See Reference: Edit Tenant Setup - Financials.

Security: Set Up: Tenant Setup - Financials
domain in the System functional area.