Create Project | Project Plan | Resource Plan | Scribe

Create Project | Project Plan | Resource Plan

  • Andrea Jaroslawski |
  • 32 steps |
  • 2 minutes
  • WorkdayWorkday

Create Project

1
- Type [[Create Project]] in the Workday search bar.
2
- Select the [[Project Hierarchy]] in **Create Project** pop-up window.
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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.
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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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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.
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- Click [[Level 4 Hierarchies]] under **Optional Project Hierarchies**. - Select appropriate [[GICS code]].
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- Leave the [[Project ID]] field blank.
9
- 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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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.
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- Select [[Customer]].
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- Select [[Comments Required on Time Entry]] in the **Project Groups** field. - Additional fields may be selected when required.
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It is recommended to always select [[Comments Required on Time Entry]].