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Budget and reporting

Workday Planning is a web-based budget, planning and reporting tool that has been integrated across the University system. Within Workday Planning there are three components:

  • Budget – Fin Plan Update. This sheet is used to enter and manage annual operating budgets, which contain revenues and details of all operating expenses except for salaries and benefits.
  • LRP – Long range planning. This is used to plan future year budgets.
  • Budget – Position Review. Used to maintain details of salaries and benefits by person and position for annual operating budgets.

Training Courses:

Training courses (Planner role – entering budget & reporting)

Training courses (Data Consumer role – reports only)

Workday Planning allows users to:

  • Enter and maintain budgets in a common system
  • Plan compensation costs in more detail
  • Use more efficient and user-friendly tools for reporting and data analysis
  • Perform long-range planning and forecasting

Below you’ll find a list of resources related to budgeting and reporting:

Security Requests:

Individual budget security request form

WP bulk security request form



Contact information