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Create Project Plan

Last updated on January 13, 2023

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This job aid outlines the process for a Project Manager to create a project plan to assign tasks to a project in Workday.

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Prerequisites

The project exists.

Getting Started

  1. Search for the Create Project Plan task in the Search Bar and select it.The Search Bar with create project plan entered and the task displaying
  2. On the Create Project Plan page, select a Project to add the project plan to.The Create Project Plan Window showing the project and project plan template fields
  3. Select OK.
  4. To the left of the Phase column, select the Plus Sign (+) to add a phase.
  5. Select Phase 1 for the Phase field.The left side of the Project Plan Table showing the plus sign icon to add a new phase and the phase column
  6. To the left of the Task column, select the Plus Sign (+) icon to add a task.
  7. In the Task field, choose a task from the drop-down list.The Project Plan Task columns including the task column, start date, end date, & completed, milestone, closed, utilization, and memo columns

 Note: If the Task you would like to add does not exist, select Create Project Task from the drop-down list. On the Create Project Task page, enter the Project Task Name and select OK.The Create Project Task page showing the project task name, description, restricted to project hierarchies, and inactive fields

  1. Add additional tasks, if needed.
  2. Once all the task have been entered, select OK to save the project plan.The project plan table showing a sample project plan that has been created, including multiple tasks
  3. Your project plan will display.An example Project Plan with multiple tasks after it has been submitted

This completes the Create Project Plan process.