Reference and Information

Additional reference information and required forms to impact budgetary changes within a unit during the Budget Development and Budget Analysis cycles.

Budget Amendment Forms

Please refer to the most recent FDM workbook in Blackboard to assist with appropriate revenue category, spend category and fund.

Budget Revision Request (BRR) Recurring

  • Process through Workday system utilizing the ‘create budget amendment for organization' business process
  • Include completed form as an attachment

Budget Revision Request (BRR) Cross Company

  • Defined as an amendment utilizing a Program or Project that crosses companies (ULSA, ULAA or ULRF)
  • Form should be balanced once completed
  • Send a completed form to your unit’s assigned budget analyst for review, approval and entry into Workday system
  • Budget Office will process Cross Company Budget Amendments
All other budget amendments (BRRs & BTRs) are processed through Workday system.

 

Other

New Worktag Creation (new program, activity worktag, etc.):

  • Utilize Workday system, via ‘create request
  • Complete questionnaire
  • Routes through Workday business process for setup and approval
*Please note, we are working on creating the forms for other worktags. If you need a worktag created other than a program, please email  to submit the ticket to create the worktag. If you do not have access to create a Program worktag, please contact your LFO for assistance.

New Cost Center Creation (will route outside of Workday):
  • Click HERE to complete online form
  • Budget Office will coordinate the review and setup of the new cost center creation with General Ledger area
For all other request type questions or concerns, please email .

 

Informational Items

Budget Amendment (BRR/BTR) instructions and training can be found on Blackboard*. Under the Content tab, go to All Course MaterialsApplicable training material:

  • Budget Management Simulation
  • Budget in Workday Instructor Led Training

*If Blackboard link above does not bring you to Workday Finance Training; please navigate to Organization > Workday Finance Training > Content > All Course Materials.

Coming Soon! New Finance Responsibility Matrix (OLD Finance Responsibility Matrix)

The Office of Finance and Administration serves all eligible faculty, staff, and students regardless of race, color, national origin, sex, disability, or age.

Budget & Financial Planning

Grawemeyer Hall
Rm LL14
Louisville, KY 40292
Controller

Phone: 502-852-6164
Service Complex
2nd Floor
Louisville, KY 40292
Accounts Payable & Travel


Service Complex
2nd Floor, Rm 212
Louisville, KY 40292
Payroll Services

Phone: 502-852-2978
Service Complex
2nd Floor, Rm 223
Louisville, KY 40292

Operations

Grawemeyer Hall
Louisville, KY 40292