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Administrator Guide
Last Updated: 2025-09-19
Schedule Project Budget Mass Update

Schedule Project Budget Mass Update

  • Set up project budget configurations.
  • Create project budgets.
  • (Optional) Lock project budget workbooks with the
    Schedule Project Budget Workbook Mass Lock
     task to return workbooks to
    Draft
     status.
  • Security:
    Set Up: Project Hierarchy
     domain in the Projects functional area.
You can schedule regular updates to forecast project budgets in mass, eliminating the need to update individual budgets. Simultaneously updating all your forecast project budgets ensures that they remain current with your actuals.
You can schedule a mass update for active projects with a maximum of 5,000 plans per tenant. The schedule duration can't exceed 3 months.
  1. Access the
    Schedule Project Budget Mass Update
     task.
  2. As you complete the task, consider:
    Option Description
    Project Hierarchies for Budget Mass Update
    Create only 1 schedule at a time per project hierarchy. Workday updates plans that use a project budget configuration when the:
    • Associated project is active.
    • Plan status is
      Draft
      .
    • Plan category is
      Forecast
      .
    • Resource Forecast
       is the forecast source.
    You can't schedule a mass update for optional project hierarchies.
    (Optional) Company
    You can select a company to filter which budgets you update.
    (Optional) Project Status
    You can select a Project Status to filter which budgets you update.
    (Optional) Project Group
    You can select a Project Group to filter which budgets you update.
    (Optional) Revenue Calculation Method
    You can select a Revenue Calculation Method to filter which budgets you update. Select one of these:
    • Project Time and Expense
    • Fixed Fee - Installment
    • Fixed Fee - Percent Complete (Hours)
  3. As you complete the Schedule tab, consider:
    Option Description
    Priority
    Setting a higher priority can reduce potential queuing.
    Day(s) of the Month
    Select to run the update based on calendar date. To ensure your reports run on schedule, Workday recommends that you select
    Last Day of the Month
     if you want to run the report at the end of every month.
    Catch Up Behavior
    Use this option to determine whether Workday will re-run the process if your tenant was down for maintenance at the scheduled run time.
    When you select:
    • None
      , Workday ignores the missed updates and continues to run the update at your scheduled times.
    • Run Once
      , Workday runs the update process once after your tenant comes back online, and then continues to run the update at your scheduled times.
    Start Date
    Select a start date and time that are in the future. The
    Start Date
     must occur on the same day of the week that you selected for
    Day(s) of the Month
     or
    Day of the Week
    .
Workday notifies the process owner for each updated forecast project budget.
  • (Optional) Manage your scheduled updates with the
    Scheduled Future Processes
     report.
  • (Optional) Extend or end your scheduled updates with the
    Mass Update Scheduled Future Processes
     task.