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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Project Ideas

Steps: Set Up Project Ideas

Review setup considerations for project creation.
Workers can create project ideas that support the goals of your organization. As managers review and approve these ideas, they can add additional details on the:
  • Scope
  • Cost
  • Risk
When you create a project from an approved idea, Workday populates the project with the details specified in the idea.
  1. Set up the
    Manage: Idea
     domain in the Projects functional area.
  2. Set up these business processes:
    • Create Idea
       in the Projects functional area.
    • Create Project
       in the Project Tracking functional area.
  3. Set up these security policies:
    • Create Idea
       in the Projects functional area.
    • Create Project
       in the Project Tracking functional area.
  4. (Optional) Set up project risk parameters.
Approved workers can create new project ideas. Managers can review their ideas, define the risks, and approve them from their Inbox.
Project managers can then create a new project from an approved idea, and associate an existing project with an idea.
  • Access the
    Create Idea
     task to create new project ideas.
  • Access the
    Review Idea
     task from your Inbox to review, add detail, and approve submitted project ideas.
  • Access the
    Find Ideas
     report to view a list of ideas that meet your search criteria.