- 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]].
- Leave the [[Project ID]] field blank.
8
- Select [[Include Project ID in Name]] (optional).
9
- Select [[Billable]] for all revenue generating projects (required).
- 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).
- 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.