Sponsored Research: How to Initiate Award Budget Adjustments in Workday
This guide provides the steps required to make a budget adjustment to an Award and update the Award Plan (budget) in Workday.
Step 1: Email your contact in the Office of Sponsored Projects to initiate budget adjustments for your Awards in Workday.
Step 2: Budget adjustments for Awards will be processed in InfoEd first, and a notification will be sent to you for approval via email.
Step 3: Once the budget adjustment has been finalized in InfoEd, the updated Award budget will be pushed to Workday through the integration to permit spending on the updated approved budget.
Spending can continue on the Award while the budget adjustment is being processed if your Award does not require prior approval for rebudgeting.
Budget checks are enabled in Workday to provide a warning to users when a specific budget category is being spent over the authorized budget.
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