Specifications include, but are not limited to: a. Objective 1 Provide consulting support to implement the Workday Projects module. While KUMC has leveraged portions of Projects, this implementation should be conducted as if the functionality has never been in use. All best practices should be applied to ensure the institution is able to leverage the full capabilities of the module including project templates, budget, reporting, dashboards, capitalization, etc. Specific areas of interest include (but not limited to): - Capitalization - Budget and Forecast for multiple funding sources and expense types - Reporting/Dashboards (actuals to budget, %complete vs %spent, etc.) - Resource tracking - Labor Rates - Adaptive Planning Integration - Potential for integrations to other systems. Currently pulling information from eMaint related to supply costs for projects, interested in whether there are other options. b. Objective 2 Implement Projects Billing. This is not functionality KUMC has explored previously. Use Cases include the ability to multi-fund (where multiple sources will be paying). KUMC Billing is often to internal departments using Internal Service Delivery Events currently. It is a largely manual process. We expect that the use of Projects and Project Billing will grow and the need to bill externally may become more prevalent over time. c. Objective 3 Document all processes related to best practice use of the Projects module to ensure processes are repeatable.
