Export Project Plans for Microsoft Project

Administrator Guide

Create and approve a project plan.

Security: Manage: Project Integration
domain in Projects functional area.

You can export a snapshot of a standard project plan for use in Microsoft Project while you continue to manage your projects in Workday.

You can only export standard project plans to Microsoft Project. You can't export multilevel project plans.

Access the project.

Select the

Project Plan

tab.

Click

Export for Microsoft Project

Access your Notifications, and then click

My Reports

The exported XML file displays in a time-stamped list of files.

Open Microsoft Project and import the XML file as a new project.

Workday exports the project plan phases and the task dates to Microsoft Project:

As is, for all the phases and the tasks, when the tasks have both start and end dates.

As the phase and either the task start date or end date, when a task date is missing.

As the project start date, if both the task start and end dates are missing.

In Microsoft Project, the Workday project plan phase and task fields map to these Microsoft Project fields: