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Administrator Guide
Last Updated: 2023-06-23
Reference: Project Manager Hub Cards

Reference: Project Manager Hub Cards

Workday displays cards in the Project Manager Hub to centralize insights and prioritize relevant tasks. To access these cards, you must have access to the
View: Project Manager Hub
 domain in the Projects functional area.
You can configure some Project Manager Hub cards in order to suit your organization's specific needs.
Workday displays these cards in the Project Manager Hub:
Card
Security
Description
My Projects
Either of these domains in the Project Tracking functional area:
  • Manage: Project Details
  • View: Project
You can view any active projects with an end date that's either:
  • Unspecified.
  • Within the last calendar month.
You can navigate to specific projects.
Visual indicators:
  • Red for approaching end dates.
  • Yellow for approaching start dates.
  • Gray for finished projects.
  • Blue for projects in progress.
Tasks Ending
Both:
  • Manage: Project Task Resources
     domain in the Projects functional area.
  • Manage: Project Plan
     domain in the Project Tracking Functional Area.
You can view project plan tasks that are incomplete and have end dates that range from 1 week in the past to 2 weeks in the future.
You can navigate to the:
  • Edit Project Plan
     task.
  • Edit Task Resources
     report.
Visual indicators:
  • Red for tasks with overdue end dates.
  • Yellow for tasks with end dates due within 1 week.
Project Forecasted vs. Actual Hours
Both:
  • Reports: Projects
     domain in the Projects functional area.
  • Reports: Time Tracking
     domain in these functional areas:
    • Time Tracking
    • Time Tracking Hub
You can view projects with actual hours that have surpassed or are approaching the total resource forecast hours. You can determine if projects have:
  • An Estimate at Completion (EAC) that exceeds the total forecasted hours.
  • Total actual hours that exceed the total forecasted hours.
  • Total actual hours within 5% of the total forecasted hours.
You can navigate to the:
  • Edit Resource Forecast
     task.
  • Project Forecasted vs. Actual Hours
     report.
Visual indicators:
  • Red:
    • Actuals exceeding forecast by greater than 10%.
    • EAC above forecast by greater than 10%.
  • Yellow:
    • EAC above forecast by 5-10%.
    • Actuals exceeding forecast by 5-10%.
    • Actuals near forecast, within 5%.
Worker Forecasted vs. Actual Hours
Reports: Time Tracking
 domain in the Time Tracking and Time Tracking Hub functional areas, and either:
  • Manage: Project Resource Forecast
     domain in the Projects functional area.
  • Reports: Manager
     domain in the Staffing functional area.
You can view project workers over the past 4 weeks from the previous Sunday with:
  • Missing actuals.
  • Missing forecasts.
  • Actuals and forecasts that differ by greater than ±10%.
You can compare the forecast hours of each project worker to the actual hours they worked on a project. You can also view the time off, in hours, for the project workers in the details.
You can navigate to the:
  • Forecast vs. Actuals – Project Hours by Month
     report.
  • Resource forecast.
Visual indicators:
  • Red for workers with missing actuals or forecast.
  • Yellow for workers with actual hours greater or less than forecast.
Aging Customer Invoices
Both:
  • Reports: Customer Accounts
     domain in the Customer Accounts functional area.
  • Reports: Project Billing
     domain in the Project Billing functional area.
You can view customer invoices that don't have a currency value of zero and:
  • Are past due.
  • Are due today or within the next 15 days.
You can navigate to:
  • The
    Find Customer Invoices for Billable Project
     report.
  • Specific customer invoices by using the related actions button.
Visual indicators:
  • Red for the number of days past due for past due invoices.
  • Yellow for the number of days until due for invoices due within the next 15 days, including today.
(Configurable) Transactions Awaiting Review: Upper Aging Range
Both:
  • Manage: Billable Projects
     domain in the Projects functional area.
  • Process: Project Billing - Core
     domain in the Project Billing functional area.
You can set a minimum aging range threshold. Workday displays transactions that are older than the age you specify.
You can navigate to the
Manage Project Billing Transactions
 task.
Visual indicator: Red header.
(Configurable) Transactions Awaiting Review: Middle Aging Range
Both:
  • Manage: Billable Projects
     domain in the Projects functional area.
  • Process: Project Billing - Core
     domain in the Project Billing functional area.
You can set a minimum and maximum aging range threshold. Workday displays transactions that are within the range you specify.
You can navigate to the
Manage Project Billing Transactions
 task.
Visual indicator: Yellow header.
(Configurable) Transactions Awaiting Review: Lower Aging Range
Both:
  • Manage: Billable Projects
     domain in the Projects functional area.
  • Process: Project Billing - Core
     domain in the Project Billing functional area.
You can set a maximum aging range threshold. Workday displays transactions that are newer than the age you specify.
You can navigate to the
Manage Project Billing Transactions
 task.
Visual indicator: Green header.
Staffing That Needs Attention
Manage: Advanced Project Resource Management
 domain in the Projects functional area.
You can view assignments to resource plan lines that have 1 of these:
  • A start date within 1 week or in the past.
  • An unnamed resource, no assigned workers, or assigned workers pending approval.
You can navigate to the:
  • Edit Resource Forecast
     task.
  • Edit Resource Plan
     task.
  • Staffing That Needs Attention
     report.
Visual indicators:
  • Red for assignments with start dates in the past.
  • Yellow for assignments with start dates that are approaching.
Resources Rolling Off
Configure the
Give Feedback
 business process and security policy in these functional areas:
  • Performance Enablement
  • Worker Profile and Skills
You can view assignments to resource plan lines with end dates that range from 1 week in the past to 2 weeks from today.
You can navigate to the:
  • Edit Resource Forecast
     task.
  • Edit Resource Plan
     task.
  • Give Feedback
     task.
Visual indicators:
  • Red for assignments with past end dates.
  • Yellow for assignments ending within 1 week.
Upcoming Holidays
Manage: Advanced Project Resource Management
 domain in the Projects functional area.
You can view project workers with upcoming holidays that coincide with:
  • Their task resource dates within the next 3 months.
  • Their resource plan dates within the next 3 months.
You can navigate to the
View Resource Forecast
 task.
Visual indicator: Yellow for upcoming holidays within 1 week.
Upcoming Time Off
Manage: Advanced Project Resource Management
 domain in the Projects functional area.
You can view project workers with upcoming time off that coincides with:
  • Their task resource dates within the next month.
  • Their resource plan dates within the next month.
You can navigate to the
View Resource Forecast
 task.
Visual indicator: Yellow for upcoming time off within 1 week.