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  • Visual Changes on Workday Project Summary

    Richard Hunter | November 1, 2024
    Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency. These fields will still appear on existing reports.

  • New Tableau Certified Data Source - Adaptive Operating Plan Lines from Workday

    Richard Hunter | November 1, 2024
    To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the RAE. The data source has loaded the items listed below. FY23 Autumn Forecast - UNIV FY23 Operating Plan - UNIV FY23 Spring Forecast - UNIV FY24 Autumn Forecast - UNIV FY24 Operating plan - UNIV FY24 Spring Forecast - UNIV...

  • Plan Versus Actuals Suite Enhancement: Dynamic Plan Column Heading

    Richard Hunter | November 1, 2024
    The "Plan Versus Actuals by Plan Worktag" and "Plan versus Actuals by Plan Worktag - With Ledger Account" reports have been enhanced with new dynamic column headings to provide greater clarity to the selections made at report runtime. Now instead of simply displaying "Plan," the column heading will display the Plan/Forecast Name that was selected at report runtime. Please send questions about...

  • Purchase Order Reporting Enhancements

    Richard Hunter | November 1, 2024
    The "Find Purchase Order Details - OSU" reports has been updated to include two new fields for line level status details named "Purchase Order Line Status" and "Line is Cancelled" which provides insight to the statuses of specific Purchase Order Lines. The "Find Purchase Order Summary - OSU" report has been updated to include the Purchase Order Reference ID Field. This field is can be used by...

  • Coming Soon: Projects Prompt to be Added to Supply Chain/Procurement Reporting

    Richard Hunter | November 1, 2024
    During the months of November and December, the Procurement and Supply Chain reports listed below will be enhanced to add a new prompt for "Projects." This prompt will provide additional search options on projects and is intended for areas managing large projects with multiple phases in Workday. The list below indicates the reports being updated, as well as the date each report is expected to be...

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