Reference: Project Tasks and Reports with Configurable Project Summary Fields
You can hide optional project summary fields on some project tasks and reports. When you hide an optional field, Workday hides it on all tasks and reports with configurable project summary fields. Workday continues to require hidden fields for your custom validations.
On some tasks and reports, Workday collapses the project summary by default. Workday doesn't collapse the project summary on the project profile by default.
Workday applies your configuration for optional fields to these tasks and reports:
Task or Report | Collapsible Project Summary |
|---|---|
Copy Project | No |
Create Opportunity Project | No |
Create Project | No |
Create Project from Idea | No |
Create Project from Project Worktag | No |
Create Project Using Template on Sales Item | No |
Create Risks | Yes |
Edit Project | No |
Edit Project Budget | No |
Edit Project Details | No |
Edit Project Summary | No |
Edit Related Worktags | Yes |
Edit Risks | Yes |
Project Profile | Yes |
Review Edit Project | No |
Revise Edit Project | No |
Revise Opportunity Project | Yes |
Review Project | No |
Revise Project | No |
View Project | Yes |
View Project Related Worktags | Yes |
View Project Risks | Yes |