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Administrator Guide
Last Updated: 2023-06-23
Create Appropriation Hierarchies

Create Appropriation Hierarchies

  • Create appropriations.
  • Security:
    Set Up: Appropriation
     domain in the Common Financial Management functional area.
You can create a hierarchical structure to group your appropriations for enhanced reporting.
  1. Access the
    Create Appropriation Hierarchy
     task.
  2. As you complete the task, consider:
    Option Description
    Appropriation Hierarchy ID
    When you don't enter an ID, Workday creates one when you save the appropriation hierarchy. Once you submit the hierarchy, this ID becomes the reference ID for integrations.
    Include Appropriation Hierarchy ID in Name
    Adds the appropriation hierarchy ID to the appropriation hierarchy name. Workday uses the appropriation hierarchy ID to create a unique name, enabling you to use a name multiple times.
    Superior
    To create the highest level of a hierarchy, leave the field blank.
    To enable a multilevel hierarchy, select a superior.
    Includes
    Select the appropriations that belong to the appropriation hierarchy. You can't have the same appropriation in more than 1 level of a hierarchy.
    Assign Roles
    Create or assign a role to associate with the hierarchy. Example: Configure an Appropriation Hierarchy Manager role.