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Administrator Guide
Last Updated: 2026-03-13
Configure Award Budget Check at Total Grant Level for Parent Structure

Configure Award Budget Check at Total Grant Level for Parent Structure

You enable budget checking at the total grant level by configuring award plan structures. This configuration enables Workday to aggregate all budget lines and spending through the Grant worktag, providing a summarized view of funding status during transaction entry.
  1. Access the
    Edit Budget Check Options
     task or from the related actions menu of your parent plan, select
    Plan > Edit Budget Check Options
  2. Select the
    1. Plan Structure: Select the award parent structure.
    2. Plan Name: Select the award parent plan template.
  3. Click
    OK
    .
  4. Complete these fields:
    Field
    Description
    Enable Budget Check
    Select this check box to enable budget checking for this plan.
    Include Reserved Journal Lines
    Select this check box to include reserved amounts in the budget check calculation.
    Budget Check Option
    Select Control to prevent transactions that exceed the budget.
    Evaluation Date
    Select Budget Date.
    Control by Award Entry Period
    Select this option to validate spending against the specific award entry period.
    Ledger Types for Budget Check
    Select the ledger types you want to include, such as Actuals, Commitments, and Obligations.
  5. Click
    OK
    .
Workday performs budget checks at the total grant level for transactions associated with these plan structures. Validation messages now reflect the total grant balance, providing you with visibility into the overall funding status.