- Type [[Create Project]] in the Workday search bar.
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- Select the [[Project Hierarchy]] in **Create Project** pop-up window.
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- Click [[OK]].
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- Enter [[Project Name]].
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- Enter [[Start Date]] (required).
- Enter [[End Date]](required for budget creation).
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- Select [[Active]] in the **Status** field.
- Additional statuses are available for reporting purposes only.
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- 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.
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- Select [[Include Project ID in Name]] (optional).
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- 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.
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- Select [[Company]].
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- Select [[Customer]].
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- Select [[Comments Required on Time Entry]] in the **Project Groups** field.
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- Enter [[Salesforce ID]] in the **External Project Reference** field.
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- 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.
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- Select [[Cost Center]] (required).
- The Cost Center should follow the Project Hierarchy selected.
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- Select [[Project Category]] (required).
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