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