Budgets & Financial Accounts
Applicable Course(s): Foundation Data Model, Financial Reports & Requests
Foundation Data Model (FDM) & Cost Center Manager (CCM)
Foundation Data Model (FDM)
- Foundation Data Model (Info page)
- Foundation Data Model (Instructor-led course)
- Foundation Data Model (Self-paced course)
- Foundation Data Model (PowerPoint)
- Foundation Data Model (Video recording)
Cost Center Manager
- Cost Center Manager (Instructor-led course)
- Cost Center Manager (PowerPoint)
- Cost Center Manager (Video recording)
Financial Reports & Requests
- Financial Reports & Requests Part 1 (PowerPoint)
- Financial Reports & Requests Part 1 (Video
recording)
- Financial Reports & Requests Part 2 (Instructor-led course)
- Financial Reports & Requests Part 2 (PowerPoint)
- Financial Reports & Requests Part 2 (Video
recording)
- Financial Reports (Info page)
- Financial Reports Tips & Tricks (Report guide)
- General Fund Budget to Actuals (Report guide)
- Sources and Uses of Funds (Report guide)
- Monthly Other Operating Budget to Actuals (Report guide)
- Department Labor Distribution (Report guide)
-
Financial
Reports & Requests Office Hours
- Payroll Costing Allocations (Info page)
- Assign Temporary Costing Allocation (Job aid)
- Assign Costing Allocation - Tenure track faculty, affiliate faculty, admin prof (AP) and hourly staff (Job aid)
-
Assign
Costing Allocation - Visiting faculty, adjunct admin prof (AP),
temp hourly, and student employees (Job aid)
- How to Adjust Accounting on a Supplier Invoice (Job aid)
- How to Create a Department Journal Entry Request (Job aid)
- Transfer Request Replacements (Workday processes that replace OnBase transfer requests)
- How to Create Budget Amendment for Organization in Workday (Internal Faculty or Student Grants) (Job aid)