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Workday User Guide
Last Updated: 2024-05-31
Create Project or Contract Request

Create Project or Contract Request

You can submit projects for sourcing managers and other stakeholders to approve. You can plan and create sourcing requests. You can use intake to initiate projects and loop in sourcing and procurement teams for help at the appropriate stage.
Workday Strategic Sourcing automatically adds stakeholders based on approval flows to a new contract request. When a project or contract approver is not already in the stakeholder list on a project or contract that requires that approver's action, then we send the project or contract approver an approval needed notification and add them to the project or contract stakeholder list with Receive Email Notifications disabled.
  1. On the home page, click
    New Project
    . Enter a
    Title
    , and select a project or contract type.
  2. Depending on the project type or contract type you select, you can configure these options:
    Option
    Description
    Attachments
    Attach any relevant files to your project.
    Contract Summary
    When you select a contract type, the
    Contract Summary
     tab replaces the
    Project Information
    .
    You can add a
    Category
     and
    Contract Description
    .
    Milestones
    Add an estimated start and end date for your project.
    Project Approvals
    Strategic Sourcing adds approval groups automatically depending on what conditions that your request meets.
    Related Projects
    Create a new project or link your project to an existing one.
    Sourcing
    Add
    Line Items
    ,
    RFXS
    , and
    Auctions
     to your project.
    Stakeholders
    Access
    Open Stakeholder Director
     to add stakeholders to your project.
    To add a new stakeholder to your project, click
    Add New Stakeholder
     and add their
    Name
     and
    Email
    .
    Set your
    Stakeholder Sync Settings
     to synchronize stakeholders for the supplier-related activities of the project:
    • Events
    • Forms
    • Performance Reviews
    Suppliers
    Click
    Add Supplier
     to open the
    Supplier Directory
     and add suppliers to your project.
    To add a new supplier to your project, click
    Suggest a Supplier
     and add the:
    • Supplier Name
    • Contact Name
    • Email
    The configurable options available might vary based on your organization.
  3. When you’ve completed the project request, select
    Submit Request
    .
When you submit your request for approval a pop-up notification displays on page with your request number. You also receive an email with your request number. You can track the status of your submission on your Projects and Requests home page.

This content is not part of the Workday Administrator Guide.