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Administrator Guide
Last Updated: 2025-09-19
Steps: Set Up Revenue Hub

Steps: Set Up Revenue Hub

You can use the
Revenue Hub
 for quick access to revenue tasks and reports in a centralized location. The hub includes these navigation items:
  • Overview
  • Customer Contracts
  • Billings
  • Revenue Recognition
On the
Revenue Hub
, Workday only displays tasks and reports that you already have permission to access.
  1. Edit Domain Security Policies
    Ensure that you have enabled these domain security policies in the Customer Contracts and Project Billing functional areas to provide access to the hub:
    • Process: Customer Contract - View
    • Reports: Billing
    • Reports: Revenue
  2. (Optional) Set Up Hubs.
    On the
    Maintain Hubs
     report, configure the
    Revenue Hub
    .
    You can configure sections and cards to display on the hub overview page. Workday automatically delivers navigation items that you can customize.
  3. (Optional) Configure the
    Revenue Hub
     as your preferred home page:
    1. On your profile, access
      My Account
      .
    2. Select
      Change Preferences
      .
    3. In the
      Account Preferences
       section, select
      Revenue Hub
       from the
      Preferred Home Page
       prompt.
    Security:
    Worklet General
     domain in the System functional area.
  4. (Optional) Add the
    Revenue Hub
     to your global navigation menu for quick access:
    1. Access the global navigation menu.
    2. Click
      Add
      .
    3. Enter
      Revenue Hub
       in the search field.
    4. Click the plus icon to add the
      Revenue Hub
       to the
      General Ledger
       section.
    Security:
    Set Up: Tenant Setup - Worklets
     domain in the System functional area.