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Editing Costing Allocations

Edit costing allocations and analyze distributed pay amounts.

This can be done by opening a position from the Position List and clicking the Costing navigation link on the left.

Include/Exclude from Workday Update

Include or Exclude a position’s costing allocations from being submitted to Workday.

This can be done by selecting the Worker Position or Position Restriction drop-down from the top bar of the Costing page.

Important: This option only applies to costing allocations that have been manually edited in the application by a user.  This remains true even though the Include option is automatically selected by default for all position costing allocations.

Annual and Allocated Pay Summaries

These amounts are displayed at the top of the Costing page.

Annual Pay

The current and adjusted annual pay defined by the position’s compensation.

See Editing Positions for more information on position compensation.

Allocated Pay

The sum of the Adjusted Amount column for all costing allocation intervals.
This amount should equal the Annual Pay with adjustment.  If not, the amount will display in red.

Allocation Intervals

A costing allocation interval consists of a date range with one or more details.

Interval Requirements

These interval requirements exist per position costing allocation:

  • At least one interval is required.
  • The first interval must begin on the first day of the fiscal year (9/1).
  • The last interval must be OPEN.
  • Interval dates cannot overlap.
  • There can be no date gaps between intervals:  the next interval must start the on the date following the previous interval.
  • At least one detail is required per interval.
  • The sum of detail distribution percents must equal 100% per interval.
  • TAMUS cost centers used must be unique per interval.

Add New Interval

  • If there are no existing intervals, click the Create Interval button.
  • Otherwise, click the Add Interval icon on any interval panel.

Edit Interval

Edit interval dates by clicking the Edit Interval Dates icon.

Duplicate Interval

Duplicate an interval all related details by clicking the Duplicate Interval icon.

Undo Interval Changes

Undo any changes made to an interval since opening the position by clicking the Undo Interval Changes icon.

Delete Interval

Delete an interval and all related details by clicking the Delete Interval icon.

Allocation Details

Add Detail

Add a new detail record by clicking the Add Detail icon from within an interval.

The list of available TAMUS Cost Centers are sourced from Workday.  In order for them to be available in this list, they must be active in Workday.

Edit Detail

Edit an existing detail by clicking the Edit Detail icon on each detail row.

Delete Detail

Delete an existing detail by clicking the Delete Detail icon on each detail row.

You cannot delete a detail if it is the only one for an interval.

Saving

You can save a costing allocation by clicking the Save button.

Changes can only be saved after

  • Making changes to a costing allocation
  • All errors associated with the allocation have been resolved

Update Workday (System Admin only)

A single costing allocation can be submitted to Workday by clicking the Update Workday button. This capability can only be enabled and executed by a System Administrator.