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Administrator Guide
Last Updated: 2023-06-23
Amend Position Budgets for Organizations

Amend Position Budgets for Organizations

  • The approval step process for position budgets must be complete.
  • Position budgets must be in
    Approved
     status.
  • An existing amendment must not be in process.
  • Configure the
    Position Budget Event
     business process and corresponding security policy.
You can amend previously approved position budgets with compensation or funding changes for your organization throughout the fiscal year.
  1. Access the
    Create Position Budget Amendment for Organization
     task.
  2. Select an amendment type, such as
    Original
     or
    Revised
     for revising the original amendment.
  3. In the
    Position Budget Types
     table, enter an amount in the compensation
    Amendment
     field.
    You can overwrite the amounts in
    Amended Budget
     fields when necessary. You can enter either a new total compensation amount, or an amount to increase or decrease the total compensation budget for the calculated amended budget total.
  4. In the
    Budget Amendment Lines
    , you can adjust the percentages or amounts of the compensation and fringe benefit budgets used on existing lines.
    The existing transactions amount shows journal lines that match the budget line dimensions. Journal lines in created and posted status are reflected in the amount.
The position budget amendment is ready for review and any further processing.
After approval, Workday creates a new version of the position budget with amended amounts.