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Administrator Guide
Last Updated: 2023-06-23
Configure the Project Profile

Configure the Project Profile

Security:
Set Up: System
 domain in the System functional area.
The project profile is a configurable profile for daily project management. Workday displays the project profile when you access a project through a direct search or with the
View Project
 report.
You can:
  • Reorder profile groups.
  • Hide profile groups.
  • Add custom reports and tasks to profile groups.
  • Reorder or hide reports and tasks on the profile groups.
  1. Access the
    Configure Profile
     task.
  2. Enter
    Project Composite View Profile
    .
    You can update the project profile by reordering, displaying, or hiding project profile groups.
  3. Access the
    Configure Profile Group
     task.
  4. Select 1 of these options in the
    Profile Group
     prompt:
    • Financials for Project Composite View Profile
    • Overview for Project Composite View Profile
    • Project Plan for Project Composite View Profile
    • Resources for Project Composite View Profile
  5. Click
    OK
    .
  6. As you complete the task, consider:
    Option Description
    Display in Profile
    Select to display the reports in the profile group on the project profile.
    *Report
    Select the reports, custom reports, and custom tasks that display in the profile group.
    The reports and tasks display in sequential order on the project profile.
You can find information and take action from the project profile.
  • Create project hierarchies.
  • Add project phases and tasks.