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The Principal Investigator Transactions Report is now available in Workday which allows Grants Administrators the ability to view non-personnel transactions initiated for their PIs for a given date range. The report mimics the weekly non-personnel transaction report that PIs receive from Workday. The report is a new tool to help Grants Administrators when reviewing Workday transactions with their PIs.

A downloadable year-end checklist for Finance and Supply Chain activities" is available under the "I want to..." heading found on the Business and Finance website's Controller page. The checklist includes important dates and action items for FY25 year-end.

Workday is planning to add a new Salary Over the Cap (SOC) Default Costing Allocation Details grid with the new user interface for payroll costing allocations, as part of the March 15 2025R1 update.

This gives users a new option to specify SOC costing defaults instead of entering SOC costing overrides in the SOC "Bubble" for each individual costing allocation where SOC applies. The SOC costing overrides can still be used at the individual costing allocation level. A summary of these new levels of functionality is listed below. 

• The new SOC default costing allocation overrides the Default Org assignment.  
• The SOC “Bubble” costing will override the SOC default costing allocation.   
• If the bubble or the SOC default costing allocation are not used, the SOC will use the default Organization Assignment.

The new grid will display columns for each primary worktag and group any additional worktags into the Additional Worktags column.   

The Costing Allocations job aid will be updated in coordination with the new release.

FY26 Blanket order entry can begin on Monday, April 14, 2025. A new workday enhancement will be turned on the week of April 7th to allow for future dated requisitions. Prior to this enhancement, users were instructed to current date blanket requests, and then the Controller's Office had to run a manual job during month end close in April and May to roll the encumbrances into the future fiscal year.  

With the new enhancement, all FY26 blanket order requisitions should be entered as future dated requests (request date of 7/1/25). The corresponding purchase order (PO) document dates and encumbrances will also be future dated, so they are correctly recorded for FY26. The PO will be issued after the requisition is fully approved. 

See the full post for more details to be aware of with this enhancement.