Revenue - Budget Sheet

Sheets provide the interface to view and enter data in the model. They are akin to the concept of tabs within an Excel file. Users with Standard or System Administrator access may edit data within a sheet while only users with System Administrator access may set up sheets.

Revenue - Budget

1. The purpose of this sheet is to provide users the ability to plan for appropriations, fee income, and other revenue streams.

2. Sheet type: Modeled

    1. Modeled sheets offer the flexibility to design column-based sheets. They are configurable and well-suited for a variety of purposes. Modeled sheets contain the underlying business logic for modeling financial events.

Sheet Design

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1. Detailed appropriations, fee income, and additional planning are entered in the sheet. Time is represented in the columns by month, quarters, and fiscal years.

2. Level, Fund, and Revenue Account are represented in the rows.

3. This sheet will be used for in-year forecasting and next year’s budget projection. The sheet will be set up with monthly details that roll up to the total year.

 

Version Selector

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1. Versions fall into two categories within Workday Planning: Actuals and Working Budget.

    1. Actuals contain historical financial data imported from Workday Financials (or Banner in Phase 1 of Workday implementation).

2. To access the different Revenue - Budget sheet versions, select the drop-down Versions list in the upper-right hand corner of the sheet.

Point-of-View Selector

1. The sheet setup allows users to filter and display data by version, time, level, fund, and revenue account.

2. To access selectors, select any of the drop-down menus where you will find trees for the respective level, fund, or revenue account you wish to find.

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3. You may change selectors and filters by selecting Display Options in the sheet’s toolbar.

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    1. Here, you may change the time span or time view displayed by the sheet as well as filter data based on columns, levels, funds, or revenue accounts.

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Edit Data in Cells

Refer to this article for information: How to Edit Data in Cells in Workday

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