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Workday Project Creation and Management Guide
On this page
Creating and Managing Projects in WorkdayStep 1: Understand Integrated Projects from SFDCStep 2: Review Project Work Tags and Additional SFDC DataStep 3: Understand Project Enrichment and Auto‑ApprovalStep 4: Review the Project Plan and Resource Plan LinesStep 5: Manage Role Assignments and Project HistoryStep 6: Create a Manual Project and Select HierarchiesStep 7: Set Billable Flag, Company, Currency, and CustomerStep 8: Review Optional Project Group and External Project ReferenceStep 9: Select Mandatory Work TagsStep 10: Build the Project Plan from a TemplateStep 11: Set Project Status and Resolve Submission ErrorsStep 12: Confirm Project Creation and Understand Approval RoutingStep 13: Configure Billable, Non‑Billable, and Capital ProjectsStep 14: Review Project Time and Confirm Logged HoursStep 15: Review the Project Dashboard and Financial Summary