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Administrator Guide
Last Updated: 2023-09-22
Steps: Maintain Project Details

Steps: Maintain Project Details

You can configure custom details for your projects to create definitions for parameters such as project risk level and priority. You can configure definitions for:
  • Importance ratings.
  • Project statuses.
  • Risk levels.
  • Risk severities.
  • Risk statuses.
  • Success ratings.
  • Work priorities.
You can also apply custom risk parameters to project ideas during the approval phase to track overall project risk and individual risks.
  1. (For Projects and Project Ideas) (Optional) Access the
    Maintain Risk Levels
     task.
    Define the values for your project risk levels. Example: High, Medium, and Low.
    Security:
    Set Up: Risk and Priorities
     domain in the Project Tracking functional area.
  2. (For Projects and Project Ideas) (Optional) Access the
    Maintain Risk Severities
     task.
    Define risk severities to categorize individual risks by importance or impact on project objectives. Example: High, Medium, and Low.
    Security:
    Set Up: Risk and Priorities
     domain in the Project Tracking functional area.
  3. (For Projects and Project Ideas) (Optional) Access the
    Maintain Risk Statuses
     task.
    Define risk statuses to track the progress of individual risks as assigned workers mitigate them. Example: New, In Progress, Canceled, and Closed.
    Security:
    Set Up: Risk and Priorities
     domain in the Project Tracking functional area.
  4. (For Projects only) (Optional) Access the
    Maintain Project Statuses
     task.
    Define the values for the overall statuses of your projects. Example: Green, Red, and Yellow.
    Security:
    Set Up: Project Details
     domain in the Project Tracking functional area.
  5. (For Projects only) (Optional) Access the
    Maintain Work Priorities
     task.
    Define the values for your project priorities. Example: High, Medium, and Low.
    Security:
    Set Up: Risk and Priorities
     domain in the Project Tracking functional area.
  6. (For Projects only) (Optional) Access the
    Maintain Success Ratings
     task.
    Define success ratings to score completed projects.
    Security:
    Set Up: Project Tracking
     domain in the Project Tracking functional area.
  7. (For Projects only) (Optional) Access the
    Maintain Importance Ratings
     task.
    Define the values for the importance levels of your projects. Example: Critical, Significant, and Important.
    Security:
    • Manage: Initiatives
       domain in the Projects functional area.
    • Set Up: Project Details
       domain in the Project Tracking functional area.
Workday makes the details that you've defined available for use on projects and project templates. Workday makes the risk-related details that you've defined available for use on projects, project templates, and project ideas.
  • Create project ideas.
  • Create templates for projects.
  • Set up project plans.