Position Budget is planned to be active in Workday next week. We’ll let you know when it’s live, and share links for the 2 new reference guides. Training opportunities are still available for July 13 and 21. Sign up. Thank you to Area Finance Officers for getting their position budget data submitted on time! Check […]
Area Finance Officers (AFOs) and Security Partners are working with members of the Adaptive Planning project team to prepare final position budget data for upload to Workday. Because the due date is near fiscal year-end, we are working to provide AFOs ample time to validate and load position budget data into Workday. The deadline for […]
We’ve completed End-to-End testing and User Acceptance Testing (UAT) for position budget in Workday. This wraps up the testing portion of the position budget phase of the project. User Acceptance Testing User Acceptance Testing sessions ran from May 18 through May 20. The 22 testers who participated each ran through 7 scenarios, documenting the results […]
Employees holding Position Budget Manager and Position Budget Specialist roles are invited to attend a new training on Position Budgeting in Workday. This virtual instructor-led training will provide information on how to carry out the position budget functions in Workday, including how to perform business processes, and where to find reporting resources for position budget […]
User Acceptance Testing (UAT) for the Position Budget/Adaptive Planning Project begins this week. Since May 9, the project team has worked on loading data into the system, developing tester workbooks, and more. The testing sessions occur May 18-23. We’ll work on resolving defects and wrapping up testing May 24-27. Thank you to Area Finance Officers […]
End-to-end testing for the Position Budget phase of the Adaptive Planning Project completed on April 29. The team of 11 testers completed 8 scenarios each, documenting each one in their tester workbooks. They also provided feedback and discussed functionality. Of the 88 total scenarios completed, 5 of them “failed.” One of the scenarios failed due […]
Here’s the latest about the Position Budget phase of the Adaptive Planning Project: End-to-End Testing (E2E) kicked off last week. Testers are using sample data from different areas across WSU to complete position budget tasks in Workday, and helping identify defects to be addressed prior to User Acceptance Testing (UAT). We have enough testers for […]
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: […]
We’ve developed a report to help capture position budget data for your area. The new report allows you to reconcile position-related budgets and expenses until position budgeting is available in Workday in FY23. The new report is called CR FIN Position Budget Bridge Period. It provides an export of Workday data that can be compared […]
What is “Position Budget”? A “position budget” reflects the annual funding that is needed to cover compensation costs of both filled positions and planned new or vacant positions. If the budget is greater than the actual costs, this will generate “salary savings” (sometimes called “salary accruals”). For example, a Principal Investigator (PI) receives a grant, […]