Professional Services Automation

Streamline your entire project life cycle.

Workday Professional Services Automation (PSA) supports the complete billable project lifecycle—all within a single cloud-based system.

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Assess project portfolio health based on configurable KPIs.

Forecast resource demand in hours and revenue by role.

Bill, recognize, and analyze project revenue and cost to drive efficiency and profitability.

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Workday Professional Services Automation
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Put the right people on the right projects.

Workday provides one system for managing your people, projects, and financials. With easy access to comprehensive resource data, you can build effective project teams.

  • Enable resource managers to define roles, find talent inside or outside your organization, and hire the right people.
  • Get a holistic view of your staffing needs with a centralized resource management dashboard.
  • Keep track of which projects consultants complete and what skills they have to improve staffing decisions and reduce attrition.
  • Allow consultants to view current assignments, upcoming opportunities, and select projects based on their interests.
  • Use machine learning capabilities to predict attrition, identify at-risk performers, and take actions to retain key resources.

Improve efficiency and profitability.

Optimize project delivery, resource utilization, and financial management. Workday helps you eliminate reconciliation and accelerate collaboration with built-in contextual chat.

  • Pull data from Salesforce® and other CRM software into Workday to streamline quote-to-cash.
  • Plan, staff, track, budget, forecast, and analyze projects dynamically with real-time data.
  • Optimize project plans with built-in resource forecasting and utilization reports.
  • Consolidate project activities into one plan for holistic financial and workforce planning.
  • Strengthen control through always-on auditing and configurable workflows for reviews, approvals, and alerts.

Project billing on your terms.

Workday PSA is unified with Workday Financial Management for comprehensive billing, revenue recognition, financial reporting and profitability analysis.

  • Meet both new and old revenue recognition standards with dual reporting and scenario modeling.
  • Support various billing arrangements, including usage-based, subscription, time and materials, fixed-fee, prepaid, milestone, and more.
  • Develop flexible project budgets using both top-down and bottom-up approaches.
  • Enable dynamic aggregation, reporting, and analysis of projects from a variety of dimensions.

Power a global and mobile workforce.

Improve productivity with mobile time and expense entry.

  • Enter time and expenses from anywhere for faster reimbursements.
  • Support multijurisdiction taxation to reduce errors and manual adjustments.
  • View live data on project progress, time, and spend, as well as budgets and forecasts.
  • Edit project progress, alter start and end dates, and communicate with your team on the go.
  • Get detailed data on your bookings, profitability, resource demand, and more.