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:
- Commitments - total amount requested but not approved
- Obligations - total amount approved but not yet paid
- Actuals - total amount that has actually been paid out

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.
Submit for budget approval. You can track your budget amendments in Workday using the Find Budget Amendments for Organization report.

Budgets Contact: Dennis O'Hearn, Restricted Funds Manager