Overview

Workday Project Records provides a centralized view of all projects, allowing stakeholders to have real-time visibility into project progress, timelines, and resource allocation. This enhances transparency and enables proactive decision-making.

Project Record

Workday Project Records help manage and track various projects and their associated tasks, resources, and timelines. Project managers and project coordinators are able to create and set up new projects, defining key details such as project name, description, start and end dates, and project owner. This feature helps ensure that projects are properly structured and all relevant information is captured.

Project Plan

This task management platform enables users to create and assign tasks within each project. Tasks can be categorized, prioritized, and assigned to specific team members, ensuring clear accountability and streamlined workflow. Additionally, users can set deadlines and track the progress of each task, allowing for effective project monitoring.

Resource Plan

Workday Project Records enables organizations to manage resource allocation for each project. Users can assign team members to specific tasks, ensuring that the right people are assigned to the right tasks based on their skills and availability. This helps optimize resource utilization and maximize productivity.

Create Project | Project Plan | Resource Plan

Copy Project

To expedite the project creation process, a Project Record record can be copied including the Project Plan and Resource plan. It is important to understand which fields must be edited when using this feature.

Edit Project Record

Edit Project Summary

Edit Project Plan

Edit Project Role Assignments

Edit Resource Plan