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Administrator Guide
Last Updated: 2023-06-23
Amend Position Budgets from Commitment Accounting

Amend Position Budgets from Commitment Accounting

  • 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 throughout the fiscal year based on the latest commitment accounting. Workday matches and groups the accounting from all sources into proposed budget lines according to the account dimensions on the position budget structure.
  1. Access either:
    • The
      Create Position Budget Amendment
       task.
    • The
      Create Position Budget Amendment for Organization (Aggregate)
       task.
  2. Select an amendment type, such as
    Original
     or
    Revised
     for revising the original amendment.
  3. Click
    Propose Amendment
    . This button displays when commitments, obligations, or actuals exist for a position. It also displays if the current budget total is out of balance with negative compensation and fringe amounts.
    Workday shows the full set of proposed budget lines and highlights the changed amounts that adjust the current budget.
  4. Click
    Accept Proposed Amendment
     to add the proposed lines to the amendment.
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.
You change the costing allocation for a position with an approved budget from 3 projects to 2 projects. The new costing allocation triggers commitment accounting adjustments in Workday Payroll. Workday proposes a budget amendment with an additional budget line to match the current commitments, obligations, and actuals for the position.