A Project Hierarchy is a process used to group projects at a Divisional, Regional and Corporate level.

“Project hierarchies are tree-like structures that define relationships between projects and other hierarchies. All projects must belong to a primary project hierarchy or an optional hierarchy. Use project hierarchies to:

Group-related projects and subordinate hierarchies.

Make related projects more accessible when you search for them in selection prompts.

If you assign a resource plan to a primary hierarchy, all subordinate projects inherit that resource plan.

A project can belong to, at most, 1 primary project hierarchy.

Each Project is assigned to a Project Hierarchy which is the Level 3 Division Hierarchy.

Each Division hierarchy is then assigned to a Level 2 Financial Region hierarchy, which is then assigned to the Swinerton Inc. Corporate Region.

There are 3 distinct functions that a Project Hierarchy performs:

1. When a project is integrated from CMiC based on the default department assigned in Job>Enter Job, the integration assigns the Project Hierarchy to the integrated project.

2. Once the Project Hierarchy is assigned, Workday automatically defaults in the Resource Plan associated with the Project Hierarchy.  This is the default charge rate.  Project specific negotiated rates are set up manually (see the How To – Creating Project Specific Resource Plan).

Think of this as the A020 Union rate table set up in CMiC that stored the default charge rates for each trade code (in Workday, think Job Profile).  This allows Operations employees to enter time against the project. The Owners (Financial Managers) are also defaulted into a project during the integration process.  These roles are responsible for maintaining the Project, Project Hierarchy resources, rates and project plan (think phases).

3. Lastly is the Parent Project Hierarchy, this is the Region the projects and Project Hierarchy belong to.

Each project that is assigned to the Project Hierarchy is listed under the Projects to Include field.  There are 160 projects assigned to this hierarchy.  The Project Hierarchy Resource Plan is displayed at the bottom of this screen.

The Resource Plan line tab identifies each Job Profile (think CMiC Trade code) that is allowed to charge time against any of the projects assigned to the Project Hierarchy.  For the most part these are the job profiles used by Operations.  Depending on the division, these resource plans can range from 11 plan lines to 150+ plan lines.

The lines hold the Project role code (synonymous with Job profile) the default charge rate and the worker group (cost centers members that are allowed to see and charge time to the projects).  Further details on the actual set up of the Resource Plans will be discussed in the Creating Project Specific Resource Plan how to.

The Assigned Roles tab displays the names of the people who have been assigned to any of the 3 Project Security roles.

o Project Manager - is assigned to Operations Accounting staff who are performing Timekeeper or Project Management functions for the specified Project Hierarchy

o Project Hierarchy Manager – is assigned to the Financial Managers who are updating data on the actual resource plan for the specific Project Hierarchy

o Project Resource Manager – is assigned the Financial Managers who are assigning resources. This is not a process that is currently being used as intended by Workday, this is a default assignment based on the Cost Center/Project Hierarchy assignments mapping.

Project Budget and Worktag Rule Configuration tab are not being used at this time.

Process History tabs shows when the actual Project Hierarchy was created. Currently there isn’t any historical data available for changes that have been made to the hierarchy or hierarchy resource plan.