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Administrator Guide
Last Updated: 2023-06-23
Create Project Hierarchies

Create Project Hierarchies

Project hierarchies enable you to define the parent-child relationships between projects and hierarchies, and to categorize your projects. Use project hierarchies to make it easier to create projects, and to group projects together for reporting.
You must have at least 1 top-level primary project hierarchy that routes to user-based roles, according to the default
Create Project Hierarchy
 business process definition. You can then use the related actions menu from this hierarchy to:
  • Assign roles.
  • Configure common settings.
  • Create a business process definition that routes the workflow.
In addition to the primary hierarchies that you create for your projects, you can create 1 or more optional project hierarchies. Use these optional hierarchies to add more categories for your reports.
  1. Access the
    Create Project Hierarchy
     task.
  2. As you complete the task, consider:
    Option Description
    ID
    Enter a unique ID or let Workday generate it for you. Once you save or submit, Workday uses this value as the reference ID for integrations. Only a Workday administrator can change the ID.
    Enable as Optional Hierarchy
    Select to create an optional hierarchy that you can use to:
    • Group projects under multiple project hierarchies for reporting purposes.
    • Disable all hierarchy configuration options like resource plans, derived worktag rules, and project budgets.
    When you create an optional hierarchy, you can't:
    • Change it to a primary project hierarchy after you submit it.
    • Change a primary project hierarchy to optional.
    Subtype
    (Optional) Workday uses subtypes to define the levels in a hierarchical structure on a top-level organization.
    Parent
    You can select another hierarchy to be the parent of the hierarchy you create, so that you can group them together for reporting and security.
    Reporting Currency
    The currency that Workday uses on reports for projects in the hierarchy.
    Projects to Include
    Select the projects that you want to include in the hierarchy.
    When you create projects, you must associate each one with a project hierarchy. To move a project from:
    • Another hierarchy to this hierarchy, select the project you want here.
    • This hierarchy to another hierarchy, open the project hierarchy you want to move it to, and select the project to move. This action removes it from the first hierarchy.
  3. Click
    Submit
    .
  4. Review the
    Assigned Roles
     section of the
    Details
     tab.
    Only workers with roles on the project or project hierarchy can see project information. Workday assigns roles to the project hierarchy based on the organization types that you enabled for project hierarchies. You can manage these role assignments by:
    • Using the
      Maintain Assignable Roles
       task.
    • Selecting
      Roles
      Assign Roles
       from the related action menu on the project hierarchy.
Workday launches the
Create Project Hierarchy
 business process, and routes the hierarchy for approval.
  • Create a resource plan for a primary project hierarchy to share staffing across all projects in the hierarchy.
  • Use the related actions menu on a primary project hierarchy to configure the common settings for its child hierarchies and projects to inherit.
  • Use these reports to review project hierarchies:
    • Navigate Project Hierarchy
    • View Project Hierarchy