- This event has passed.
FY 2025 Budget Development Reallocation Training/Working Session 1 (Phase II)
May 1 @ 2:00 pm - 4:00 pm
University Financial Services & Treasury would like to extend this training to individuals who would like to get more familiar with Workday Adaptive Insights for Phase II Budget Development Process. By utilizing best practices, we will go over some general tips to access several reports to navigate your way through completing FY 2025’s budget reallocation. During this working session, we will go over step-by-step instructions for ad hoc reports, FY25 budget reallocation, and personnel planning. Follow along in this working session as we go through the Budget Reallocation sheets together.
In this session, we will cover accessing the following Workday Adaptive Insights Favorite Reports and Reallocation Sheet that will assist you in successfully completing FY25 Phase II Process:
- Report 4. Year Trend (FY17-23 Actuals)
- Report 7. Budget Vs. Actual (FY23)
- Report 8. Budget Vs. Actual (FY24)
- Phase II – Budget Reallocation (FY25) Sheet
- Other Reports (Report 9: Personnel Planning Report FY24)
You may join the training via Zoom, or come in person to Anderson Tower 5th Floor Conference Room