Are integrated from CMiC.  For the most part, there was very little customization made to the Projects screen since the source of truth for projects is CMiC. 

We have added to CMiC the required custom Work Tag fields and values to ensure that Workday pay calculations, project cost rate and worker’s comp calculations would work. The following are the Workday project screens and where the data is coming from that populates these screens and are integrated from CMiC.  For the most part, there was very little customization made to the Projects screen since the source of truth for projects is CMiC. 

Workday Projects Screens:

       Overview tab:

Integrated

§Start Date

§End Date (populated when project is Financially closed in CMiC)

§Status

§Owner (usually the Financial Manager/Regional Controller for the division)

§Project Hierarchy (Workday specific, mapped. Derived from Swinerton Division)

§Project ID (CMiC job number)

§Company

§Resource Plan (Workday specific, mapped. Populated based on Swinerton Division)

§Project Cost type (Swinerton specific)

· Related to whether the job is an Actual Cost job (AC) or Charge Rate job (CH)

· Integrated from Job Set up screen in CMiC

§Cost Center (Workday specific work tag)

· CMiC Job Department

§Location (Workday specific work tag)

· Derived from Project Address in CMiC OM

· Otherwise derived from the City & State of the project's Division Office

§Region (Workday specific work tag)

· Derived from State where job is located

· Otherwise derived from the State of project's Division Office

§Nor Cal Carpenters Areas (user defined work tag)

· Drives Carpenters Union pay rates and charge rate calculations in Workday

· Integrated from Job Set up screen in CMiC

§Nor Cal Laborers Areas user defined work tag)

· Drives Laborers Union pay rates and charge rate calculations in Workday

· Integrated from Job Set up screen in CMiC

§Nor Cal Lathers Areas (user defined work tag)

· Drives Lathers Union pay rates and charge rate calculations in Workday

· Integrated from Job Set up screen in CMiC

§Nor Cal Drywall/Finishers Areas (user defined work tag)

· Drives Drywall/Finishers Union pay rates and charge rate calculations in Workday

· Integrated from Job Set up screen in CMiC

§Workers Compensation Type (user defined work tag)

· Drives the workers comp calculations based on Workers comp tables in Workday.

· Options are - Kaiser, Federal, OCIP w/WC and Standard

· Integrated from Job Set up screen in CMiC

 

·     Details tab:

·     Role Assignment tab:

Populated during Integration

§Defaults from Project Hierarchy Role Assignments

·     Resources tab:

Populated during Integration

§Depending on Resource Plan noted in the Overview tab

§This screen shows all the roles that can enter time against the project.

§The details of this screen default from the project hierarchy on initial integration

§Once the job is in Workday, details on this screen can be changed based on the charge rates negotiated on the specific project

§Changes can be made by amending the project hierarchy resource plan

§Or importing a specific project resource plan template

§There isn’t a method for reverting a project specific resource plan back to an inherited plan

§Specific employees or worker groups (employees with the assigned job profile/project role) are indicated on each resource line


·     Project Resources tab:

This screen displays all individual workers and assigned project roles in the resource plan that can enter time against this job


·     View Resource Rates button:

This screen displays the rates based on the resource plan line associated with each individual employee

The rate can be derived by the rate listed on the resource line (Override Rate column)

Or, the standard cost rate set up for the Union craft workers (Standard Cost Rate column)


·     Project Plan tab:

Integrated:

§Task field is the phase field integrated from CMiC with the job number appended to the front of the phase code

§Only phases with the following categories 71111, 71151, 800001 & 899999 are integrated

§Phase name is appended to the end of the new code for visibility purposes.


·     Task Resources tab:

·     Risks Tab:

·     Attachments tab: