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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.
Non-Personnel Expenses
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The purpose of this sheet is to provide users the ability to plan for Direct and Allocated Non-Personnel Expenditures.
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Sheet type: Modeled
- 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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Budget data for non-personnel expenses is entered in the modeled sheet. Time is represented in the columns by month and sum up to the quarterly and annual totals.
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Expenses will be entered manually into the sheet and tagged to associated Expense Account, Fund, and Level dimensions in rows.
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This sheet will be used for in-year forecasting and next year’s budget projection.
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The Point-of-View for non-personnel expense planning allows for user selection and filtering on Version, Time, Level, Funds, and Expense Accounts.
Version Selector
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Versions fall into two categories within Workday Planning: Actuals and Working Budget.
- Actuals contain historical financial data.
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To access the different Non-Personal Expenses sheet versions, select the drop-down Versions list in the upper-right hand corner of the sheet.
Point-of-View Selector
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The sheet setup allows users to filter and display data by version, time, level, fund, and expense account.
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To access selectors, select any of the drop-down menus where you will find trees for the respective level, fund, or expense account you wish to find.
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You may also change selectors by selecting “change dimensions” in the sheet’s toolbar.
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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 expense accounts
Additional Resources
- How to Edit Data in Cells in Workday