Budget

​What are budget amendments?

Budget amendments in Workday are what was formerly known as budget transfers, which were previously initiated through the One Time Budget Transfer E-Form. 

After July 1, 2025, we now complete these processes in Workday. The following will give key information on who and how this process is completed.

​Who can create a budget amendment?

To create a budget amendment, you need one of the following security roles:

• Budget Amendment Initiator (Division)
  
• Budget Amendment Initiator (Campus)
• Budget Approver (Division)
• Budget Approver (Campus)
  

​If you feel you are missing a Workday security role for Adaptive Planning, reach out to the Budget Office to confirm and assist in the assignment of these roles.

How do I create a budget amendment?

This Job Aid outlines the steps involved in creating a budget amendment.

What type of budget amendment should I initiate?

To move budget among programs within the same fund, use the Adjusted (One-Time) budget amendment type.  If you need to transfer budget between funds, please reach out to your Financial Planning & Budget Office contact. 

What is the workflow for a budget amendment?

The workflow for a budget amendment does not involve many roles.  When someone with one of the above security roles submits a budget amendment, it comes to the Financial Planning & Budget Office for review and possible approval.  If approved, the budget amendment is reflected in Workday within minutes.  There are no approvals required by the program manager, nor do they receive any notification. 

Why do I need to include an attachment in my submitted budget amendment?

Due to the limited approvals and notifications in the budget amendment workflow, please attach documentation related to the budget amendment.  (Example: An email containing approval by/notification of the program manager(s) and background information.)  The budget amendment will not be processed without documentation.

​Additional items to know/consider when creating a budget amendment:

• A budget amendment should be used to transfer GPR (Funds 102, 103, 104, 113, 116) budget amounts between Workday programs.
• To increase an expense budget, enter a positive dollar amount or percentage change.  To decrease an expense budget, enter in a negative dollar amount or percentage change.
• A budget amendment only transfers budget – not actual revenues or expenses. 
• Therefore, budget amendments on program revenue funds are often not necessary/beneficial.​