Request a Security Change for Costing Manager

You will use this article to request adding, removing, or keeping Costing Manager security access in Workday. This process ensures correct costing access by updating Costing Manager assignments using a required report and formal approval workflow.

Quick Reference Guide

Objective or Task

Request the addition or removal of Workday Costing Manager security assignments for one or more costing organizations.

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Before You Begin

• Confirm you are an HR Initiator, HR Partner, or Budget Manager, as only these roles can submit the request.
• Discuss the required access with the manager and Budget Manager (Lead Fiscal Officer).
• Run the RPT089REQ – Costing Manager Request Report to generate the required spreadsheet.
• Download and update the spreadsheet to reflect which positions should be added, kept, or removed.
• Ensure the spreadsheet includes all Costing Manager positions for each Costing ID being updated.

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Prepare the Costing Manager Spreadsheet

1. Run the RPT089REQ – Costing Manager Request Report by VP/Dean Area, Costing Organization, or Costing Manager.
2. Download the report to a spreadsheet file.
3. Use the assignment columns to indicate actions for each Position ID.
   a. Select Remove to delete access for a position that should no longer have access.
   b. Select Keep to retain access for a position that should continue to have access.
   c. Select Add to grant access to a new position.
4. For added positions, copy an existing row for the correct Costing ID and insert a new row.
   a. Enter the Position ID in the Position ID column.
   b. Enter the Costing Manager name.
   c. Mark the Add Assignment column.
5. Verify formats before saving the file.
   a. Costing ID format must be DPT-0120000000.
   b. Position ID format must be P-100002002.

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Instructions

1. From the Workday landing page, enter Create Request in the search bar and select the task.
2. In the Request Type field, select All > Security Request – Costing Manager.
3. Select OK to open the request form.
4. Complete the required fields in the form.
   a. Provide the business justification for the request.
   b. Enter the effective date for the security change.
   c. Attach the completed RPT089REQ spreadsheet showing all adds, removes, and keeps.
5. Add any additional attachments if needed.
6. Select Submit to route the request for approval.

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Outcome

Your Costing Manager security request routes to the required approvers. Once approved, Costing Manager access is updated for the specified costing organizations. You can rerun the report to confirm the security changes are complete.