Tableau Connector for Workday

Build 25.0.9434

PlanTasks

Maintains a collection of tasks within a project plan, including assignments, deadlines, and dependencies for a given project or project phase.

Workday Resource Information

Retrieves all project plan tasks for a project or project phase. Contains a Delete flag. You can specify 0 to delete the Project Plan task, or specify 1 to prevent deleting the Project Plan task. You can filter the project plan tasks by Project, or ProjectPlanPhase {id}.

Secured by: Manage: Project Plan

Scope: Project Tracking

Columns

Name Type ReadOnly Description
Id [KEY] String False

Unique identifier for the project plan task instance, used for reference and tracking.

BillableTask Bool False

Indicates whether the project plan task is billable. If the value is 'false,' the time recorded against this task will not be billed to a client.

Closed Bool False

Specifies whether the project plan task is closed. Closed tasks are locked from any further modifications, including time entry.

CustomTaskName String False

The user-defined name of the project task, allowing customization for better identification and organization within the project plan.

Deletable Bool False

Indicates if the project plan task can be removed. Tasks marked as non-deletable must remain in the plan.

Descriptor String False

A textual summary or brief preview of the project plan task instance, used for quick reference.

Editable Bool False

Determines whether the project task can be modified. If the value is 'false,' the users cannot make changes to the task details.

EndDate Datetime False

The scheduled completion date of the project task, defining when the task should be finalized.

Memo String False

Additional notes or comments related to the project plan task, providing context, updates, or relevant details.

Milestone Bool False

Indicates whether the task represents a significant milestone within the project plan. Milestones signify key achievements or phases.

Order String False

Defines the sequence in which the project tasks appear within the plan, ensuring a structured workflow.

PercentComplete Decimal False

Represents the progress of the task as a percentage, indicating how much of the work has been completed.

Phase_Descriptor String False

A textual description of the associated project phase, summarizing its purpose and key details.

Phase_Href String False

A direct URL reference to the associated project phase instance, enabling navigation to detailed information.

Phase_Id String False

Unique identifier (WID, ID, or reference ID) for the project phase, used for linking related records.

StartDate Datetime False

The scheduled start date of the project task, marking when work is expected to begin.

TaskResourceCount Decimal False

The total number of resources assigned to the project task, reflecting workload distribution.

Task_Descriptor String False

A textual description of the project task, providing insight into its purpose and details.

Task_Href String False

A direct URL reference to the project task instance, allowing access to detailed task information.

Task_Id String False

Unique identifier (WID, ID, or reference ID) for the project task, facilitating reference and linkage.

Utilization Bool False

Indicates whether the project task is factored into utilization calculations, affecting resource management and reporting.

FilterBy_Prompt String False

Accepts both Project Plan Phase or Project Plan Task WID, used to refine query results.

FilterCondition_Prompt String False

Defines criteria for filtering tasks or phases in a project plan, specifying whether to include or exclude certain Workday IDs (WIDs).

PlanPhase_Prompt String False

Defines the project phase within which the task is categorized, helping to structure project planning.

Project_Prompt String False

Specifies the associated project for which the task is being managed, ensuring proper task allocation and reporting.

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Build 25.0.9434