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
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
- In order to request a new program you must have the Security Group Role of one of the following:
- Award Contract Specialist, Common Finance Configurator, Cost Center Manager, Financial Budget Manager, LFO or Security Administrator.
- Click HERE to complete online form
- Budget Office will coordinate the review and setup of the new cost center creation with General Ledger area
Informational Items
Budget Amendment (BRR/BTR) instructions and training can be found on Blackboard*. Under the Content tab, go to All Course Materials. Applicable 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)