Budget Management
You must be assigned the proper Workday role in order to view Cost Centers. If your position requires this access, contact Dennis O'Hearn.
Viewing Your Budgets
- In the Workday Search bar, type "SF BVA" and hit Enter.
- Choose the report type you need (Program, Project, Agency, etc.).
- Use the arrow buttons to drill down in your budgets by Cost Center, Program, and Spend Category.
- Among the available budget columns are:
- Committments - total amount requested but not approved
- Obligations - total amount approved but not yet paid
- Actuals - total amount that has actually been paid out
Budget Amendments
To move funds from one budget area to another (Cost Center, Project, etc.), you must create a Budget Amendment for Organization in Workday.
- In the Workday Search bar, type "Budget Amendment for Organization". and hit Enter.
- Delete the default selected organization and enter the organization you wish to amend.
- Use the drill-down buttons to locate the Spend Categories you wish to amend.
- Enter a negative total to remove funds from one Spend Category and a positive total to add the funds to another.
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Submit for budget approval. You can track your budget amendments in Workday using the Find Budget Amendments for Organization report.
Contacts
Budgets Contact: Dennis O'Hearn, Restricted Funds Manager
Francisco Lopez, Comptroller
Andy Barnes, VP/CFO