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Administrator Guide
上次更新時間 ：2023-09-08
Configure Project Cost and Revenue in Project Hierarchies

Configure Project Cost and Revenue in Project Hierarchies

You can configure your tenant to account for project revenue and costs with either the worker or the project worktags. You can configure rules for Workday to apply accounting for expenses, supplier invoices, and time entries to all underlying projects and hierarchies. You can also create configuration rules for a lower-level project hierarchy, so projects under that hierarchy inherit different worktag rules than the primary hierarchy.
  1. Access the
    View Project Hierarchy
     report,
    Worktag Rule Configuration
     tab.
  2. Select whether you want to
    Create
     a new configuration, or
    Edit
     an existing one.
    Workday displays the
    Create Project Hierarchy Configuration for Worktag Rules
     task.
  3. Set up the worktag rules.
    You can:
    • Configure rules separately for expense reports and for time tracking.
    • Configure revenue derivation rules for billable supplier invoices.
    • Set different rules for employees than for contingent workers.
    • View the derived worktag rule details using the preview button. Workday displays whether the rule derives from the worker or the project, and the associated worktag types.
    As you complete these rule dimensions, consider:
    選項 說明
    Worktag Rules for Project Revenue and Project Costs
    Select this option if either:
    • There are no worktag rules on the
      Create Derived Worktag Rule
       task.
    • You want Workday to ignore the derived worktags.
    Workday then applies all worktags associated with the project to both expense reports and time entries. Workday makes no distinction between employees and contingent workers.
    Worktag Rules for Expense
    Select the worktag rule to apply to expense reports filed by workers. You can select separate rules for employees and contingent workers.
    On the expense report, when you define worktag rules, Workday:
    • Uses the values for the worktags defined in the rule and adds them to the expense report line.
    • Overrides the entry with the worktag rule value for this configuration if the worktag already exists on the expense report line.
      Example: If you set a separate cost center for a worker and the project, Workday uses the cost center you define here.
    • Leaves existing worktags not impacted by the worktag configuration rules for the project hierarchy.
    • Only includes project worktags that are part of the worktag rules.
    Worktag Rules for Time
    Select the applicable worktag rule when either:
    • Workers submit hours using Time Tracking.
    • You create ad hoc project time transactions.
    You can select separate rules for employees and contingent workers.
    Workday supports the revenue from time entry, but not time cost.
    Revenue Rule for Supplier Invoice
    When you select:
    • Project
      , Workday posts revenue for billable supplier invoices using the company on the project.
    • Supplier Invoice Line
       or leave the prompt blank, Workday posts revenue for billable supplier invoices using the company on the supplier invoice line.
    Workday displays the derivation rules that you configure in the
    Revenue Company Source
     column on the
    Projects
     tab of approved customer contracts.
Workday applies the rules that you configure to all project-related expense, supplier invoice, and time entries within the project hierarchy.
To enforce the derived worktag rules on expense reports (cost), create a custom validation using the
Worktags Don't Match Project Derived Worktag Rules
 report field.