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Administrator Guide
Last Updated: 2023-06-23
Create Project Budget Templates

Create Project Budget Templates

Security:
Manage: Project Budget
 in the Projects functional area.
You can create templates to:
  • Make it easier to create project budgets, rather than always creating your budgets from scratch.
  • Enforce consistency across project budgets.
Enforcing consistency enables you to report on and analyze efforts by phase and task across projects.
  1. Access the
    Create Project Budget Template
     task.
  2. Select or create a
    Plan Structure
    .
    Workday creates separate columns on the
    Project Budget Template
     for each primary worktag dimension on the
    Plan Structure
    . All other dimensions will be available in the
    Additional Worktags
     field.
    Inactivate a template before you can make changes to an associated
    Plan Structure
    .
  3. (Optional) Select the
    Override Template with Related Worktags from Project
     check box.
Create project budgets based on your template using the
Create Budget
 task on the
Plan
 section of the
Financials
 grid of your project.