Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Project Templates

Create Project Templates

Security:
Set Up: Project
 domain in the Projects functional area.
Project templates simplify project creation, maintain consistency, and reduce errors. You can prefill common options for users when they create a new project using the template.
  1. Access the
    Create Project Template
     task.
  2. As you complete the
    Template Information
     section, consider:
    Option Description
    Template ID
    When you leave the template ID blank, Workday generates a sequential ID.
    The template ID becomes the reference ID for integrations.
    Project Plan Template
    Resource Plan Template
    Task Resource Template
    Customer Contract Template
    Any project you create from this template also includes these associated templates.
    To select a template for task resources, you must first select a resource plan template and project plan template.
    Select a customer contract template when you create a template for billable projects.
  3. As you complete the
    Reference Information
     section, consider:
    Option Description
    Status
    Presets the overall status of the new project.
    Include Project ID in Name
    Appends the Project ID value to the project name.
    Billable
    Creates new billable projects from the template.
    Select to enable time and expense billing and revenue recognition for the project.
    Capital
    Creates new capital projects from the template.
    Company
    Sets the company for new projects.
    Workday populates the company name in time blocks when workers log time against a project using Time Tracking. Workday also assigns a company worktag for the accounting, unless you override the worktags in the operational transaction.
    Project Currency
    Sets the currency for new projects.
    Workday converts all internal and billable rates to this currency when you report on the project.
    Customer
    Sets the customer for new projects. Workday populates the customer name into time blocks and worksheets when workers log time against the project. Workday also assigns a customer worktag for the accounting, unless overridden in the operational transaction.
    Balancing Worktag
    Select for capital projects. When you enable worktag balancing for your tenant, select a worktag to balance journals for transactions. The balancing rules evaluate the balancing worktag of the project, not the balancing worktag of the transaction. Workday generates
    Due To
     and
    Due From
     accounting entries to balance your journal when the values on the transaction and project differ.
    When you use a cost center as a balancing worktag, you can restrict values to companies or company hierarchies on the
    Edit Cost Center
     task.
    Project Groups
    Associates a new project with a group of related projects. Project groups make it easier to retrieve and compare projects using reports.
  4. Enter the
    Worktags
     you want to set for new projects.
    When you enable worktag balancing, Workday only uses the balancing worktag when you select a worktag of the same type in both the:
    • Worktags
       grid.
    • Balancing Worktag
       field.
    Set up related worktags for this object using the related worktag types that you configure on the
    Maintain Related Worktag Usage
     task. Workday automatically populates transactions with the values in the
    Default Worktag
     column when you select the object on the transaction.
  5. As you complete the
    Project Details
     section, consider:
    Option Description
    Percent Complete
    When this value is 100%, workers can't log time against the project or its tasks.
    Risk Level
    Set the project risk level.
    Priority
    Set the project priority.
    Importance
    Set the importance rating of the project.
Project managers can create new projects based on your template using the:
  • Create Project
     task.
  • Related actions menu on the template.
  • Create projects.
  • Run the
    Find Project Templates
     report to retrieve other templates.