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Administrator Guide
Last Updated: 2023-06-23
Create Project Plan Templates

Create Project Plan Templates

  • Set up project plans.
  • Security:
    Set Up: Project
     domain in the Projects functional area.
You can create templates to:
  • Make it easier to create project plans for your projects, rather than always creating your plans from scratch.
  • Enforce consistency across projects through the use of shared phases and tasks. Enforcing consistency enables you to report on and analyze efforts by phase and task across projects. It also enables you to search for and find workers with similar task experiences.
  1. Access the
    Create Project Plan Template
     task.
  2. As you complete the task, consider:
    Option Description
    Template ID
    If you leave the Template ID blank, Workday generates a new ID. Integrations use the ID as a reference and only a Workday System Administrator can change it.
    Use Date Offset
    Select this check box to define task start and end dates relative to the project start and end dates.
    Date Offset
    Select the time interval for the date offset.
    Phase
    Select the project phases.
    Task
    Select the project plan tasks for each project plan phase.
    When you create a new project using a project plan template, Workday only creates project plan tasks that are:
    • Unrestricted.
    • Restricted to the project hierarchy of the project.
    • Inherited from the parent hierarchy of the project.
    Start Date Offset
    End Date Offset
    Workday populates the dates on the project plan based on the date offsets relative to the project start date.
    Non-Billable
    By marking a task as nonbillable, you can:
    • Set filters to generate reports listing nonbillable tasks, billable tasks, or both.
    • Create custom validations to exclude billing for nonbillable tasks.
    Milestone
    Select to use milestones for reporting and invoicing billable projects.
    Closed
    Select to mark the project task as closed for time entry.
    Utilization
    Select if the time block associated with this task qualifies for actual utilization.
    You can then create a custom report to determine utilization.
  • Create templates for resource plans and task resources.
  • Create project plans.
  • Create projects.