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Workday User Guide
Last Updated: 2023-06-23
Update Project Details

Update Project Details

You've set up and published your supplier review form.
You can specify detailed information about the project for your team.
  1. Navigate to the project and select
    Project Details
    .
    You can add basic information such as project title, category, and estimated timeline for the project.
  2. Select
    Financial Details
     for your project and you can enter estimated spend, final spend and estimated savings.
  3. You and your stakeholders can attach files to your project in the
    Attach Documents
     section by dragging and dropping files or using
    Browse Files
    .
  4. If you want to add more suppliers to the project, scroll to
    Suppliers
    , select
    Open Supplier Directory
    , and add suppliers to the project.
  5. You can configure milestones so your team know when there are deadlines.
  6. Click
    Create a New Project
     to link a related project to the current project.
  7. You can invite team mates to collaborate by scrolling to the
    Stakeholders
     section, selecting a team mate from
    Name
    , and clicking
    Add
    .
    You can set read and write permissions for your stakeholders.

This content is not part of the Workday Administrator Guide.