Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Override Worktags with Award Costs Processing Rules

Example: Override Worktags with Award Costs Processing Rules

This example illustrates how to use award costs processing rules to override the spend category and object class worktags on facilities and administration (F&A) transactions. Without the override, F&A transactions inherit the spend category and object class worktags from the original spend transactions. Tagging F&A transactions with a spend category and object class that are specific to F&A enables you to:
  • Separate F&A transactions from the original spend transactions.
  • Report on all F&A transactions in 1 cost category.
You're the award contract specialist at
Alma Mater University (USA)
. You want all your F&A transactions to contain these spend category and object class worktags instead of inheriting the worktags from the original spend transactions:
  • Spend category
    Indirect Costs
     for internal reporting.
  • Object class
    Federal Programs: 8000 F&A
     for reporting to the sponsor.
  1. Create a spend category for F&A transactions:
    1. Access the
      Maintain Spend Categories
       task.
    2. Select the
      Maintain Spend Categories without Hierarchy
       option.
    3. Click
      OK
      .
    4. Click
      Add
       to add a new spend category, and enter these values:
      Option
      Value
      Spend Category Name
      Indirect Costs
      Spend Category Display
      Name Only
    5. Click
      OK
       and
      Done
      .
  2. Map the new F&A spend category to the existing F&A object class:
    1. Access the
      Maintain Object Class Mapping
       task.
    2. Select the
      Federal Programs
       object class set.
    3. Click
      OK
      .
    4. Click the add symbol to add a row, then enter these values on the new row:
      Option
      Value
      Object Class
      Federal Programs: 8000 F&A
      Spend Category/Hierarchy
      Indirect Costs
    5. Click
      OK
       and
      Done
      .
  3. Override the original spend category and object class with the F&A spend category and object class:
    1. From the related actions menu of the company profile for
      Alma Mater University (USA)
      , select
      Company
      Edit Award Costs Processing Rules
      .
    2. Select these values:
      Option
      Value
      Override Spend Category for Facilities and Administration to
      Indirect Costs
      Override Object Class for Facilities and Administration to
      Federal Programs: 8000 F&A
    3. Click
      OK
       and
      Done
      .
When you incur award-related charges for the
Alma Mater University (USA)
 company, Workday generates the corresponding F&A transactions that contain the worktags:
  • Spend Category:
    Indirect Costs
  • Object Class:
    Federal Program: 8000 F&A
You can use the worktags to report on F&A costs or to bill the sponsor for F&A reimbursement.