Projects: Viewing the Project Dashboard and Reports in Workday

This guide outlines how to access and navigate the Project Dashboard and related Reports within the Projects module in Workday.

The Project Dashboard provides a centralized view of project-related information including financials, progress, tasks, and key reports. It enables project managers and stakeholders to track project performance, identify issues early, and make data-driven decisions.

Project Reports and Dashboards

Step 1: From the Workday home screen, type “Projects” and click on the Projects Report.

Screenshot of the Workday home screen Search Bar and the project name highlighted.

Step 2: Alternatively, from the Workday home screen, click the Menu at the top left corner, then select Projects under the Apps tab.

Please note you may need to add Projects as a favorite to your menu if it is not there already.

The Menu on the Workday landing page. The Apps tab is open and the Projects icon is highlighted.

Step 3: Click on the gear button for “Find Projects” on the top left of the dashboard, then click “Edit Settings”.

The Find Projects gear button is selected.

Select All Projects from the Projects and Project Hierarchies dropdown menu and select the Include Subordinate Project Hierarchies checkbox.

The Edit Settings window for Find Projects shows the Include Subordinate Project Hierarchies checkbox is selected and the Projects and Projects Hierarchies menu is marked with a red asterisk as a required field. The field is filled with the "All Projects" selection.

Repeat the same step for the Project Status by Project Hierarchy section in the top middle of the dashboard.

The Project Status by Project Hierarchy section of the dashboard with the gear icon selected in the right corner of the screen.

Now you should have all the projects you have access to showing up on your dashboard.

Step 4: The dashboard will display a list of all your projects, allowing PMs to filter by hierarchy and status.

Please note that only the projects that PMs have access to will display.

You can click on these individual projects to access them.

The Projects dashboard shows the Find Projects section on the left side of the screen, the specific projects highlighted. The right side of the screen shows sections for Projects and Find Reports.

Step 5: Click each individual project for more detail.

An individual project is open and showing details such as Owner, Percent Complete, Status, Start/End Date. There are two tabs in the middle: Overview and Financials, with additional information about the project shown.

Step 6: Click on the Financials tab, then Transaction Details to see the transactions on the project.

The Financials tab of the individual project is highlighted with the Transaction Details button highlighted below. The information for the transactions is listed below in a table.

Please note that you can filter those details by any column and download them to Excel by clicking the Excel button on the top left.

The Projects table showing the export options in the upper right corner of the screen. This includes the Excel icon.

Step 7: Access Find Reports from the Dashboard. Use the dashboard links to open common reports like:

Project Budget vs. Actuals – Comparison of budgeted vs. incurred costs. Can click on the amounts in the report for details of those transactions.

Screenshot projects dashboard with the reports section highlighted.

Experiencing an issue or need additional support? Contact our OneIT Team by

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If you need assistance with creating a requisition, contact Finance Support at finance-support@stevens.edu.