Position Budget update and timeline

Phase 1 timeline published

Phase 1 of the Adaptive Planning Project involves enabling Position Budget functionality in Workday and loading data. Here is a more detailed timeline for Phase 1:

  • End-to-End Testing (E2E): April 25 – May 6
  • User Acceptance Testing (UAT): May 9 – 20
  • Data Collection: Early May
  • Training: June and July
  • Launch: Early July

Want to help test?

We have identified testers for End-to-End Testing and are working with them to collect sample data to test in Workday.

We are recruiting testers for User Acceptance Testing! If you are interested in participating in User Acceptance Testing, please reach out to Kameron Olsen.

Coming up next

We’ll work with Area Finance Officers (AFOs) on several tasks in the coming months:

  • Collecting Position Budget data for their areas by early May
  • Mapping 2 new Workday security roles to manage Position Budget in their areas
  • Supplying data and testers for UAT
  • Setting Position Budget policy for their areas

We realize that many finance budget requests happen at this time of year, and we are putting out the request for data and testers as early as possible. We’ll share more guidance soon.

For a PowerPoint version of this update, download the presentation here, which went to Finance and Administrative Officers on April 4.