- Type [[Create Project]] in the Workday search bar.
2
- Select the [[Project Hierarchy]] in **Create Project** pop-up window.
The **Project Hierarchy** cannot be altered once it has been selected. If an incorrect selection is made, submit a support ticket to request the change.
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]].
A **GICS code** (Global Industry Classification Standard code) is part of a four-tiered, hierarchical industry classification system that categorizes projects based on their principal business activities.
The GICS code is captured under the **Optional Project Hierarchies** field on the project record.
- Select [[Include Project ID in Name]] (optional).
10
- 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.
11
- Select [[Company]].
Once a budget is created, the **Company** field becomes non-editable. If an incorrect legal entity is selected, the project must be inactivated, and a new project record will need to be created.
12
- Select [[Customer]].
13
- Select [[Comments Required on Time Entry]] in the **Project Groups** field.
- Additional fields may be selected when required.
It is recommended to always select [[Comments Required on Time Entry]].