Create Project | Project Plan | Resource Plan | Scribe

    Create Project | Project Plan | Resource Plan

    • Andrea Jaroslawski |
    • 31 steps |
    • 2 minutes

    Create Project

    1
    - Type [[Create Project]] in the Workday search bar.
    2
    - Select the [[Project Hierarchy]] in **Create Project** pop-up window.
    3
    - Click [[OK]].
    4
    - Enter [[Project Name]].
    5
    - Enter [[Start Date]] (required). - Enter [[End Date]](required for budget creation).
    6
    - Select [[Active]] in the **Status** field. - Additional statuses are available for reporting purposes only.
    7
    - The **Owner** field will default to the person creating the project record. - Select the appropriate [[Project Manager]].
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    - Leave the [[Project ID]] field blank.
    8
    - Select [[Include Project ID in Name]] (optional).
    9
    - Select [[Billable]] for all revenue generating projects (required).
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    - If the [[Billable]] field is **not** selected: - A contract cannot be created. - Transactions will have an unbillable billing status. - Transactions will need to be resubmitted to correct the billing status.
    10
    - Select [[Company]].
    11
    - Select [[Customer]].
    12
    - Select [[Comments Required on Time Entry]] in the **Project Groups** field. - Additional fields may be selected when required.
    13
    - Enter [[Salesforce ID]] in the **External Project Reference** field.
    14
    - Select [[Target Company]] under the **Worktags** tab (required).
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    - The **Target Company** should follow the **Company** selected. - For example, if Company is LE036, then the Target Company is TC036.
    15
    - Select [[Cost Center]] (required). - The Cost Center should follow the Project Hierarchy selected.
    16
    - Select [[Project Category]] (required).