Start Projects from Project Requests

Workday User Guide

Receive an intake request form.

You can enable your stakeholders to plan and create their own sourcing requests. Stakeholders can use intake to initiate projects and loop in sourcing and procurement teams for help at the appropriate stage. Using intake also enables you to standardize the way your business submits and executes internal requests.

Navigate to

Pipeline

In the

Requests

tab, click the project name of the request.

(Optional) Edit the details for the project.

In the

Stakeholders

section, add stakeholders to the project.

Change the status of the project on the action bar. As you complete this step, consider:

Option	Description
Canceled	The company administrator can customize the reasons for cancellation in the settings.
Planned	The start date for the project is in the future.
Active	You can select substatuses within an active project. The company administrator can set up these substatuses in the settings.
On Hold	The company administrator can set up the reasons for being on hold in the settings.

The project no longer displays in the

New Project Requests

section and, instead, displays in the project status section that you assigned it to.

This content is not part of the Workday Administrator Guide.