Connector Improvement: Workday FINS to include PSA suite
Completed
Workday has an attached suite called Professional Services Automation, that is largely build for project management and time/expense tracking on engagements.
it would be great if this information was included in the FINS connector
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Official comment
Hi all,
We support the resource module for the Workday Financial Management connector. See our release notes here for more details.
Frank
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Hi Scott,
I see this endpoint for Workday that has Professional Services Automation, but I don't see any endpoints where we can collect any data from. Do you have any documentation/ideas on how we can get this data into our connector?
Thanks,
Frank
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Thanks Frank for getting back on this.
The Production Service items that i think would mainly be applicable are
maybe Staffing - https://community.workday.com/sites/default/files/file-hosting/restapi/index.html#staffing/v6/jobChanges
Time Tracking - https://community.workday.com/sites/default/files/file-hosting/restapi/index.html#timeTracking/v3/timeClockEvents
Apologies if i am missing these on the schema in the existing connector, i tried to cross reference, but i would imagine these are services that could just be added to the FINS connector.
happy to discuss via a call if that would be something worth setting up.
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apologies see expenses link here.
https://community.workday.com/sites/default/files/file-hosting/restapi/index.html#expense/v1/entries
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Hi, so the expense and project endpoints you listed fall under the Resource Management module which we currently don't support yet (we use the SOAP API not REST). I will add that to our backlog to support in the future.
For Staffing, I would advise you look at our Workday HCM connector to see if the tables you are interested in are present there. We are also working on adding Time Tracking tables soon to the HCM connector.
Thanks,
Frank
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Frank, i was just talking with our implementor some about this, the SOAP API has GET_Project endpoints in the Resource_Management Directory. See link.
I would love to see how we could get this included in the FINS connector, or get something similar put together.
GET_Projects
GET_Business_Entity_Contacts
Get_Expense_Credit_Card_Transactions
Get_Project_Worker_Roles
Get_Project_Timesheets
Get_Project_Standard_Cost_Rate_Sheets
Get_Project_Role_Categories
Get_Workday_Project_Hierarchies
Get_Project_Tasks
Get_Project_Task_Resources
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