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University Planning and Budget
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Budget: Banner to Workday Conversion

Workday is Live!

Banner to Workday Crosswalks

Workday FDM + Index to Key 

Index to Key Tile

Account to Ledger  

Account to Ledger Tile

Position Number  

Position Number Crosswalk Tile

Banner to Workday Terminology

Tasks

Banner Workday
Budget Transfer B09 Create Budget Amendment for Organization
Request Budget Amendment via Email Create Budget Amendment for Organization
View Document Find Journals
Expense Transfer J09 Create Journal or Adjust Accounting
FGAJVCM Budget Amendment Create Budget Amendment
Labor Distribution Update EPAF Assign Costing Allocation
SPI PAF/EPAF Request Compensation Change
Request Position Create Position (Budgeted Positions only)
Request New Position Number for Funding N/A - All positions have one position number
Create Requisition FPAREQN Create Requisition
Direct Pay Invoice/Credit Memo FAAINVE

Create Expense Report (for Worker)
Purpose: Non-Travel Out of Pocket

Create Travel Request

Create Spend Authorization

Reports

Banner Workday
Budget Query UNF Budget to Actuals
Budget Query by Account UNF Budget to Actuals - Detail
Budget Query by Organizational Hierarchy UNF Budget to Actuals by Cost Center and Designation
Finance Self Service Cost Center Manager Dashboard
Position Budget Information UNF Position Budget Information

Terminology

Banner Workday
Chart of Accounts (COA) Foundation Data Model (FDM)
Chart of Accounts Elements (FOAPAL) Worktags
Index Key
Fund Fund
Organization Cost Center
Account Ledger Account
Program Program
Sub-Organization Designation
Project Project
Grant Grant
Budget Rule Class Budget Amendment Type
BD01 Original Budget Amendment
BD02 Permanent Budget Amendment
BD03, BD04 Temporary Budget Amendment
Index Approver Cost Center Manager
College/Unit Budget Officer Cost Center Manager Level 2
Divisional Budget Officer Cost Center Manager Level 3
University Budget Managers Budget Manager
University Budget Specialists Budget Specialist
Encumbrance Obligation
Reservation Commitment
Available Balance Balance
Accounted Budget Budget
Pending Document Reserved Journal

Additional Links

Osprey Rising Webpage

Osprey Rising Link

Budget Training Webpage

Budget Training Link

Budget Workday FAQs

Budget FAQs Link