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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Automatic Assignment of Project Assets

Steps: Set Up Automatic Assignment of Project Assets

  • Create a capital project with transactions.
  • Create project assets.
You can configure Workday to automatically assign capital project transactions to project assets. This eliminates the manual effort of managing your capital project transactions.
  1. Access the
    Create Project Asset Assignment Rule
     task to specify the transaction rules for auto-assignment.
    As you complete the task, consider:
    Option Description
    Description
    Workday displays this text when the conditions that you specify are true.
    Category
    Assigning a category makes the Project Asset Assignment Rule easier to find.
    You can create
    Capital Project Asset Assignment Rule
     categories using the
    Maintain Condition Rule Categories
     task.
    Derived Logic
    The statement you defined with the conditions for the project asset assignment rule. It displays after you save a new Project Asset Assignment Rule.
    And / Or
    When 2 or more statements exist, specify how they relate to each other.
    ( )
    Use parentheses for 3 or more statements and a combination of
    And
     and
    Or
     conditions.
    Example:
    (A and B) or C
    .
    Source External Field or Condition Rule
    Select:
    • Data source report fields for capital project transactions.
      Don't use report fields that populate using downstream workflow events. Examples:
      Accounting Date
      ,
      Capitalization Date
      , or
      Spend Account
      .
    • Available assignment rules for capital project assets, or other condition rules.
    Comparison Type
    Specify whether to compare the source to:
    • Another field.
    • A value you enter for
      Comparison Value
      .
    Comparison Value
    Based on the
    Comparison Type
    , select a comparison field or enter a value to compare to the source.
    Security:
    Set Up: Capital Projects
     domain in the Capital Projects functional area.
  2. Access the
    Edit Project Assets
     task.
    Add the Project Asset Assignment Rules to the appropriate project assets.
    Security:
    Manage: Capital Projects
     domain in the Capital Projects functional area.
  3. Access the
    Schedule Project Asset Auto-Assignment
     task to schedule the job that runs the auto-assignment rules.
    As you complete the task consider:
    Option Description
    Run Frequency
    Select how often you want Workday to assign capital project transactions to project assets.
    Example: Select
    Custom Recurrence
     to set up a quarterly run frequency.
    Unassign Transactions from Project Assets
    Select to undo previous auto-assignments. Manually assigned project assets remain unchanged.
    To use this option, you must also select the
    Run Now
     run frequency.
    Project Hierarchies
    Select a project hierarchy.
    If you don't select a project or project hierarchy, Workday applies the Project Asset Assignment Rules to all of the projects you can access.
    Projects
    Select a project.
    If you don't select a project or project hierarchy, Workday applies the Project Asset Assignment Rules to all of the projects you can access.
    Security:
    Manage: Capital Projects
     domain in the Capital Projects functional area.
To verify that you have the correct assignment of capital project transactions to project assets, access the
Capital Project Transaction Detail
 report.