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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Appropriations

Steps: Set Up Appropriations

You can create appropriations to include on budgets and on transactions as worktags to track costs for authorized spend. The appropriations worktag enables you to:
  • Report on recorded amounts from the appropriation value.
  • Control spend against budgeted appropriation amounts.
  1. Access the
    Maintain Appropriation Types
     task.
    Create the appropriation types to include and define the usage on appropriations.
    Security:
    Set Up: Appropriation
     domain in the Common Financial Management functional area.
  2. Access the
    Create Appropriation
     task.
    As you complete the task, consider:
    Option Description
    Appropriation ID
    When you don't enter an ID, Workday creates 1 when you submit the appropriation.
    Include Appropriation ID in Name
    Adds the appropriation ID to the appropriation name. Workday uses the appropriation ID to create a unique name, enabling you to use a name multiple times.
    Appropriation Type
    Select the type of appropriation to indicate its use.
    Security:
    Set Up: Appropriation
     domain in the Common Financial Management functional area.
  4. Configure the
    Appropriation
     worktag type.
  5. Configure the worktag usage for the
    Appropriation
     taggable and worktag type.
Include appropriations and appropriation hierarchies on:
  • Plan structures as structured dimensions.
  • Budget lines.
  • Transactions as worktags and related worktags.
  • Account posting rules as condition dimensions.
  • Business process definitions as a condition rule.
Access the
Inactivate
 task from the related actions menu of an appropriation or appropriation hierarchy to discontinue its use.