Find Budget Amendment for Organization is the Workday report to locate any budget amendments that have occurred in a Cost Center. This includes budget amendments between multiple Cost Centers.
This report is a useful resource for:
- Tracking reallocations of budget funds
- Verifying all necessary approvals are completed for the reallocated funds to be available
- Troubleshooting issues when a budget amendment was done, but you are still getting Budget Fail notifications
Find Budget Amendment for Organization
In Workday, type in the search bar “Find Budget Amendment for Organization.”
Select “Find Budget Amendment for Organization.”
Type the name of your Cost Center and hit enter, or select it from the drop-down menu.
The other fields are optional, but setting parameters is helpful to narrow results.
Amendment dates: to search within the current fiscal year or a specific date range if the general time frame of a budget amendment is known
Status: Available – all approvals done and funds are available; In Progress – funds are still pending approval
Click on the column headers to sort or filter the information.
Slide the side and bottom bars to see all the columns and rows of the report. Click on the magnifying glass icon to view details of a specific budget amendment. Clicking the magnifying glass will open a View Budget Amendment screen.
To view the pending approvals on a budget amendment with a status of In Progress, select Process History. Any line with a status of Awaiting Action shows the details of what approvals are still needed and by whom.
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