Currently, purchase requisitions and spend authorizations are reported on the weekly confirmation email sent out to Principal Investigators (PI) on their relevant Grants. Additionally, non-PO Invoices and Expense Reports without Spend Authorizations will start to be included during the month of October. This is to ensure that our PIs can review additional non-personnel charges against their Grants via this weekly reporting.
A new monthly Workday notification and email reminder will be sent to individuals with effort certifications pending their approval for 30 or more days.
A new Aggregate tab default view is now available. The new view: summarizes effort certification events by earnings period in one view, displays rows by Grant and Award Types (sponsor, cost share, Non OSP, Department Funded), and eliminates extra data displayed in the Details tab (for example, less relevant worktags, separate rows for each pay component, etc.).
The implementation of the new Aggregate tab view coincides with the June 2023 - August 2023 certification period published in early September 2023. It is also available for prior certifications but reports already approved do not need to be recertified.
Effective Friday, January 20 , Position Restriction costing allocations can use grants. Any new positions that are grant funded can now be set up at the Create Position step. Cost Center Managers are not required to update the previously recorded costing allocations to accommodate the new functionality.
The two Principal Investigator spend authorization and expense report notification improvements listed have been recently implemented.
Spend authorization and expense report notifications were updated to include the grant numbers from the transactions. Expense report notifications will only be sent if there is not a linked spend authorization or if the expense report total is over $500 and the cost center is not CC10982: ERIK | Office of Sponsored Programs Administration.
Based on feedback from users in the grants/research community, the “Other Funding” report within the Principal Investigator and Grants Administration dashboards now includes a new column for “Revenue.” The "Transfers In and Out" information is still in a separate column. This ensures a full view of balances is contained within this report.
The timeout issue with the Faculty Financials/Other Funding Reports within the Grants Administration and Principal Investigator (PI) Dashboards has been resolved.
Join us on Thursday, December 9 from 10-10:45 a.m. to learn how Principal Investigators can better manage their grants in Workday. We’ll walk through how to use a helpful summary of reports to harness Workday’s real-time data. Registration is not required. Use MS Teams to join the session. Please use the survey link to submit your questions in advance .
Budget vs. Actuals by Object Class timeout issue resolution Subaward and supplier contract improvements Award close-out progress Changes to security roles for Principal Investigators
"Encumbrance" and "Beginning Balance" issues in the "Faculty Financials" section of the Principal Investigator dashboard have been fixed. Additional worktags were added to that report including Cost Center, Fund, Grant, and Assignee. At the same time, the "Other Funding Report" has been added to a new tab on the Grants Administration dashboard to mimic the "Faculty Financials" tab on the Principal Investigator dashboard.
