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Administrator Guide
Last Updated: 2023-06-23
Reference: Classification Logic for Plan Line Attributes

Reference: Classification Logic for Plan Line Attributes

Workday classifies the plan line attributes for project budgets using this logic:
Attribute
Classification Logic
Cost or Revenue
For attribute assignments for cost or revenue, Workday follows this logic sequence:
  1. The plan calculation type is either cost only or revenue only.
  2. The plan line has either a spend category (cost) or a revenue category (revenue).
  3. The plan line matches either the cost or the revenue actuals configuration on the project budget configuration.
  4. The plan line matches either the default cost or revenue worktags for Time on the
    Plan Calculation Type
     for the project budget.
  5. The plan line has either a debit value (cost) or a credit value (revenue).
Labor or Nonlabor
Labor attribute, if the plan line matches the:
  • Labor cost configuration.
  • Labor revenue configuration.
Nonlabor attribute for everything else.
Plan or Actuals
For period-based budgets only. Not duration budgets.
Actuals attribute for Workday-generated plan lines sourced only from journal lines or time transactions.
Plan attribute for everything else.
If you update the configuration for the plan line attributes, apply the new settings to existing project budgets using the
Update Plan Line Attributes for Project Budgets
 task.