15 Topics
10 Days
Programme Overview
Training Description
Who Should Attend
This course is ideal for;
1. Project Managers
2. Program Managers
3. Project Coordinators
4. Business Analysts
5. Human Resources Professionals
6. Financial Analysts
7. Team Leads
8. Workday Administrators
9. Operations Managers
Session Objectives
- Understand the core concepts of Workday Project Management
- Create and configure new projects
- Navigate the Workday interface for project-related tasks
- Track project progress and time
- Manage project teams and resources
- Understand project costs and financials
- Create and run project reports
- Use Workday for project-based billing
- Configure project security and roles
- Collaborate on projects within Workday
About the Course
In the modern enterprise, integrating project management with core business processes is essential for driving efficiency and achieving strategic goals. This "Elevate Your Skills: Introduction to Workday Project Management Training Course" is designed for professionals who need to understand how to leverage Workday's powerful capabilities to plan, execute, and monitor projects seamlessly within the Workday ecosystem. This course provides a comprehensive introduction to Workday's project management module, teaching you how to manage resources, track tasks, and report on project status using a single, unified system.
Over this intensive 10-day training program, you will gain hands-on experience in navigating Workday's project management features, from setting up project hierarchies to creating detailed work plans and assigning resources. You will learn how to leverage Workday's real-time data to make informed decisions and ensure your projects are delivered on time and within budget. By the end of this course, you will have the skills to effectively manage projects within Workday, enabling your organization to improve collaboration, streamline operations, and enhance overall project performance.
Curriculum & Topics
15 Topics | 10 Days
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Subtopic 1.1:
The Workday system and its core modules
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Subtopic 1.2:
Navigating the Workday user interface
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Subtopic 1.3:
Understanding the object-oriented nature of Workday
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Subtopic 1.4:
The role of security and roles
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Subtopic 1.5:
Logging in and finding your way around
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Subtopic 2.1:
The lifecycle of a project in Workday
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Subtopic 2.2:
Key project management terminology
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Subtopic 2.3:
The hierarchy of projects and sub-projects
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Subtopic 2.4:
Understanding Workday's "Project" and "Grant" objects
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Subtopic 2.5:
Using templates for project creation
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Subtopic 3.1:
Creating a new project from scratch
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Subtopic 3.2:
Defining project details and attributes
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Subtopic 3.3:
The importance of project types and categories
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Subtopic 3.4:
Setting up project teams and roles
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Subtopic 3.5:
Adding project members
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Subtopic 4.1:
The role of resources in a project
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Subtopic 4.2:
Assigning resources to tasks
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Subtopic 4.3:
Understanding resource calendars and availability
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Subtopic 4.4:
The importance of a project team
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Subtopic 4.5:
Tracking resource utilization
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Subtopic 5.1:
Creating a work plan and tasks
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Subtopic 5.2:
Setting task dependencies
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Subtopic 5.3:
Assigning tasks to team members
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Subtopic 5.4:
Tracking task progress and status
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Subtopic 5.5:
Using subtasks for detailed work
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Subtopic 6.1:
How time is tracked in Workday
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Subtopic 6.2:
The role of timesheets in project management
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Subtopic 6.3:
Approving time entries
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Subtopic 6.4:
The importance of timely reporting
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Subtopic 6.5:
Using time tracking for project billing
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Subtopic 7.1:
The role of project costing in Workday
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Subtopic 7.2:
Understanding project budgets and actuals
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Subtopic 7.3:
Tracking project expenses and costs
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Subtopic 7.4:
Analyzing project profitability
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Subtopic 7.5:
Managing project revenue and billing
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Subtopic 8.1:
Creating custom project reports
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Subtopic 8.2:
Using the Workday Report Writer
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Subtopic 8.3:
Building a project management dashboard
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Subtopic 8.4:
Analyzing key project metrics
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Subtopic 8.5:
Sharing reports with stakeholders
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Subtopic 9.1:
The process of project billing in Workday
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Subtopic 9.2:
Setting up billing rules
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Subtopic 9.3:
Generating invoices
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Subtopic 9.4:
Integrating with financial systems
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Subtopic 9.5:
The importance of accurate billing
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Subtopic 10.1:
The importance of project security
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Subtopic 10.2:
Defining roles and permissions
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Subtopic 10.3:
Assigning roles to team members
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Subtopic 10.4:
Auditing project access
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Subtopic 10.5:
Best practices for securing project data
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Subtopic 11.1:
Understanding project-related business processes
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Subtopic 11.2:
Configuring approval chains
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Subtopic 11.3:
The role of notifications
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Subtopic 11.4:
The importance of a streamlined workflow
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Subtopic 11.5:
Troubleshooting a stalled business process
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Subtopic 12.1:
Integrating Workday with other systems
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Subtopic 12.2:
The role of the Workday API
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Subtopic 12.3:
Using EIBs for data import
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Subtopic 12.4:
The benefits of a connected ecosystem
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Subtopic 12.5:
Best practices for data integration
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Subtopic 13.1:
The process of project closeout
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Subtopic 13.2:
Archiving a project
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Subtopic 13.3:
Running final reports
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Subtopic 13.4:
The importance of a post-mortem review
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Subtopic 13.5:
Best practices for project completion
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Subtopic 14.1:
A case study on a large-scale implementation
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Subtopic 14.2:
A scenario on a new product development project
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Subtopic 14.3:
A use case on managing a consulting engagement
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Subtopic 14.4:
The importance of real-world application
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Subtopic 14.5:
Best practices for project success
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Subtopic 15.1:
Using the Workday mobile app for project management
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Subtopic 15.2:
Accessing dashboards on the go
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Subtopic 15.3:
Approving time and expenses
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Subtopic 15.4:
Collaborating with team members from a mobile device
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Subtopic 15.5:
The benefits of remote access
