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Administrator Guide
Last Updated: 2026-04-17
Set Up Plan Structures for Project Budgets

Set Up Plan Structures for Project Budgets

  • Create an entry type that uses Project as a plan type.
  • Access to the
    Project Plan Type Segment
     security group.
  • Security:
    Manage: Project Budget
     domain in the Projects functional area.
You can define the framework and dimensions in project budgets for all projects in a project hierarchy using plan structures.
  1. Access the
    Create Plan Structure
     task.
  2. Select
    Project
     from the
    Plan Type
     prompt.
  3. As you complete the header and
    Schedule
     tab, consider:
    Option Description
    Use Contextual Amendments
    Select to amend plans that you create using this structure in the context of your current budget and current spend.
    When you select this check box, Workday displays the running total of your budget and these columns on budget amendment tasks:
    • Current Plan Amount
    • Current Spend
    • Percentage Change
    • Proposed Remaining Plan
    • Remaining Plan
    • Total Plan
    You can change this setting at any time. Example: You didn't originally include this functionality in your plan structures, but later want to uptake it.
    Period
    Workday bases project budget periods on the calendar month, except for the first and last periods. Workday defines the:
    • First period as the project start date to the end of the month.
    • Last period as the first day of the month to the project end date.
  4. As you complete the
    Structured Dimensions
     tab, consider:
    Option Description
    Organizing Dimension Type
    Enter 1 dimension value per plan to populate each line with the same dimension. This entry method reduces manual entries and streamlines review and approval.
    Account Set
    Your selection must match the account set for:
    • The companies you plan by, as configured on the
      Edit Company Accounting Details
       task.
    • The company hierarchies you plan by, as set on the
      Edit Consolidation Details
       task.
    Clear this field to exclude
    Ledger Account
     as a dimension.
    Book
    When you enable budgetary control, Workday filters the budget check based on the book code associated with the book you select.
    When you select a book on the plan structure, you can't remove it from the
    Maintain Books
     task.
    To filter by book on custom reports, you must use the
    Journal Lines for Financial Reporting
     report data source.
    Must Be Empty
    Select to require that a dimension must have an empty value for the transaction to be subject to the budget. This option enables you to define budgets with and without that specific dimension.
    Example: You want a budget for transactions associated with certain cost centers, funds, and projects. You also want a budget for transactions associated with just projects and cost centers. For the latter budget, you can specify that the fund worktag must be empty on the transaction.
    Spend or Revenue Category Required on Plan Lines
    Select when you want either a spend or a revenue category to be present on each plan line for the project budget. When you select this option, you must have both spend and revenue categories as optional dimensions on the budget structure.
    Disable Related Worktags in Worksheets
    Select this check box to disable worktag type precedences for all associated project budgets that use this plan structure. Disabling the related worktags avoids duplicate budget lines for optional dimensions that use related worktags.
    Record Quantity
    When you select this check box, you can view these fields on plan lines:
    • Quantity
    • Units (hours)
  5. As you complete the
    Structured Dimension
     grid, consider:
    Option Description
    Dimension
    Workday requires 1 of these dimensions for project budgets:
    • Project
    • Project Phase
    • Project Task
    Primary Worktag
    Select to display the worktag in its own column rather than as additional worktags on the plan lines. When you maintain or amend your budget:
    • Workday displays primary worktag columns in the order that you configure on your plan structure.
    • Primary worktag columns enable you to enter line information faster.
    Because
    Company
     and
    Ledger Account
     are required dimensions that display by default, you can't select them as primary dimensions.
    You can designate up to 10 worktags as primary worktags for each structure.
    Top Level Hierarchy
    Dimension members can be part of multiple hierarchies. You can determine the uppermost hierarchy and select it as the top-level hierarchy.
    Workday only supports company hierarchies for virtual parent-child plan structures.
    Hierarchy Level
    When you select a top-level hierarchy, you can select a hierarchy level on this prompt.
    Dimensions to Include
    When you select a structured dimension or dimension hierarchy, you can't include any of the superior or subordinate dimensions, or dimension hierarchies at any other level. This restriction prevents double-counting budgets between superior and subordinate dimensions and dimension hierarchies.
Set up project budget configurations for the project hierarchy.
To view the account set your company uses, access the
View Company Accounting Details
 report.