| 听(7/13/23) |
Updates on items that will be upcoming, such as informational requests from units, FY24 Operating Budget in Workday Financials, and Adaptive Release 2. |
| (7/20/23) |
Insights on other reporting resources: BI Portal & Financial Desktop App. Demo of Standard Budget vs Actuals 鈥� Summary R1306. |
| 听(7/27/23) |
Demo of new report in Adaptive R1 and Q&A. |
| 听(8/3/23) |
Open discussion for any questions Planners may have. |
| 听(8/10/23) |
Update on Central allocation funding and demo of funding transfer journal |
| 听(8/17/23) |
Core Funds Distributions (鈥渁llocations鈥�)聽via Funding Transfer Journal Entries in聽Workday Financials.鈥� |
| 听(8/24/23) |
Comparison table of Adopted, Forecast, & Proposal versions. |
| 听(8/31/23) |
Q&A鈥� session |
| 听(9/7/23) |
Walk-through of Standard Budget vs Actuals 鈥� Summary R1306 and continuation of Q&A. |
| 听(9/14/23) |
Q&A session |
| 听(9/21/23) |
Demo of R1306 functionality. |
| (9/28/23) |
A walkthrough of an equivalent report of R1306 in the Adaptive training tenant. |
| 听(10/05/23) |
Comparison of FY24 Adopted, UWA Actuals (Common Book), FY25 Operating Budget Proposal, & FY24 Management Recast version. |
| (10/12/23) |
Comparison of Budget Authority in BGT, MyFD, and Workday Financials. |
| 听(10/19/23) |
Budget Updates and Q&A |
| (10/26/23) |
No new updates to share. This session is dedicated to any questions Planners may have. |
| (11/02/23) |
Updates on Recast and Proposal version and followed by Q&A. |
| (11/09/23) |
Introduction of FY25 Operating Budget Development Materials and FY25 Process Guide. In addition, a demo of Sheet 6 in the Training Tenant and a review of Report E1306 in R2 Production. |
| (11/16/23) |
Brief update on planning assumptions and a demo of the “Workflow” functionality in R2. |
| (11/30/23) |
Planning assumptions are available in Adaptive Release 2. Core fund revenue transfers are entered in FY25 Operating Budget Proposal. Allocation letters will be distributed to units sometime next week. In addition, a brief update on Adaptive Access in Workday and a comparison of R1 vs R2 data for compensation expense baseline data. |
| (12/7/23) |
Action requested to check the 鈥淥verride Full Time Rate鈥� value on Sheet 4 and to enter an offset in Sheet 1 鈥� Core Revenue.聽 A demo of entries using split row to capture the 鈥渙ut鈥� from the Dean/VP office along with the 鈥渋n鈥� to a department was given.聽 General Q&A followed. |
| (12/14/23) |
Follow-up on action requested to check the 鈥淥verride Full Time Rate鈥� value on Sheet 4. Preview of the newly created Pay Rate Difference column and followed by Q&A. |
| (12/21/23) |
No new updates to share. This session is dedicated to any questions Planners may have. |
| (01/04/24) |
Information only update in regards to Net Position, Employee Roster, and Core Funds Revenue Distributions. In addition to a proposed “Order of Operations” for Adaptive plan entries. |
| (01/11/24) |
FAQs are posted on the FY25 Budget Support Resources website. Resource worktags were added on plan lines missing resource in the FY24 Adopted Budget in Workday Financials and an update on Net Position. Reminder that action is required for Rate Recommendations (tuition & fee-based), Rate Recommendation Narrative, & Enrollment Forecasts (tuition based) are due Thursday, Feb 1. |
| (01/18/24) |
Update on FAQs and introduction of new reports: 1.6 – Actuals Extract & 1.7 – Data Entry Audit. In addition, an announcement that July 2023 – December 2023 timespans are locked due to Actual Overlay – pending solution. |
| (01/25/24) |
Overview of Adaptive Planning Reporting Change: Choosing Reports with or without Actuals Overlay document. Demo of how to compare and validate data in Standard Budget vs. Actuals – Summary R1306 Workday report to A1400.2 – Basic Income Statement by Month Columns Adaptive report. |
| (02/01/24) |
Reminders that Submissions are due and Adaptive budget and narrative responses are due March 4th. In addition, a demo of Net Position Template report.聽 |
| General Announcements (Coming Soon) (02/08/24) |
Reminder that FY25 Operating Budget Proposals and Narrative Response are due March 4th and announced Workday outages. |
| (02/15/24) |
Demo of Position Funding Split %’s by Month and Core Compare reports. Also, a walkthrough of the new tuition revenue entries in Sheet 1. |
| (02/22/24) |
Review Adaptive A1401.NAO – Basic Income Statement by RSH 02 NO ACTUALS Report before March 4th budget deadline to ensure Ledger and Resource combinations are accurate. |
| General Announcements (Coming Soon) (02/29/24) |
Adaptive Income Statement reports with No Actual Overlay (NAO) includes fringe benefits in the Salary and Wages General Ledger (GL) and Actual Overlay Income Statement reports display fringe benefits in the Employee Benefits GL. |
| Q&A Session (Coming Soon) (03/07/24) |
No new updates to share from Budget Operations team. This session is dedicated to any questions Planners may have and unit sharing feedback on the budget process. |
| Adaptive Announcements (Coming Soon) (03/21/24) |
Demo of newly created Adaptive UWA Planning Dashboard as well as a new feature that prompts users of a data entry error in a Sheet. |
| (04/04/24) |
Description of Workday Ledger Account Guidance including a Ledger Listing. Updated demo of UWA Planning Dashboards and how to use them. Answers to general reopening planning questions. |
| (04/11/24) |
Ideas for how best to conduct training moving forward along with general Q&A and discussion on an iterative review process. |
| (04/18/24) |
Activities for the reopening period April 29 鈥� May 13 including correcting errors, balancing totals and refining entries. |
| (04/25/24) |
Reopening checklist and what to look for while making adjustments/corrections. |
| (05/09/24) |
Allowing other Cost Centers and Program to be used for Core Revenue funding transfers. |