Create Budget Amendment for Organization using Existing Budget Lines in Workday using the Operating Budget Structure for the UNF Company | Scribe

    Create Budget Amendment for Organization using Existing Budget Lines in Workday using the Operating Budget Structure for the UNF Company

    • Erin Byrd |
    • 0 step |
    • 3 minutes
    Login to the Workday tenant.
    Click the "Search" field.
    Type "Create Budget Amendment for Organization"
    Click "Create Budget Amendment for Organization"
    Click the "Organization" field.
    Search for and select your department's cost center by typing in your cost center name, or navigating through the options that appear in the drop down menu.
    Click the "Budget Structure" field.
    Click "Operating Budget"
    Click the "Company" field.
    Click "The University of North Florida Board of Trustees"
    Click the "Budget Name" field.
    Click the current fiscal year budget. Example: "FY24 UNF Operating Budget"
    Click the "Worktags" field.
    Type "key: acc fin [[enter]]"
    Search for and select a key or cost center you would like to pull up the existing budget for.
    You can also narrow it down by ledger account if you would like.
    Click "OK"
    Update the amendment date if needed.
    Click the "Description" field.
    Type a description for the budget amendment. This will save with the transaction.
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