EDITING A PROJECT PLAN (TASK)
Editing Project Plan (Tasks)
Overview:
This document is a guide for Finance and
Financial Managers to assist them in editing an existing Project Plan. These steps should be used only when a
phase/category was integrated to Workday in error. This could be due to an
incorrect set up or an inactivation of an existing phase/category combination. Currently there isn’t an update workflow for
the chart of account integration that would inactivated phase and update the
status in Workday.
Note: This action will disable access to this task in Time Entry. If the task had been used in the past, a communication to the users should be sent advising them of the disabling of the task and what alternate task should be used in its place. If existing time cards existed prior to
disabling the task, then they will need to be deleted or corrected,
re-submitted and re-approved.
Integration errors will occur in CMiC if these tasks are used and not
corrected.
Access Workday from the Desktop
Icon on your computer
STEP 1: Once in Workday, navigate to the Project that
needs to be updated
STEP 2: Click on the Project Plan tab
STEP 3: Click the Edit button
STEP 4: In the End Date column on the task line that should no longer be used enter an End
date
STEP 5: Click OK when done