"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.
A number of changes have been implemented this month based on input from the Ohio State research community about Workday. The changes include:
Emeritus Faculty can now be added as PIs on grants. Permission to view award attachments was granted to anyone with Grant Administration dashboard access. The Personnel and Non-Personnel Expenditures section in Grants Administration and Principal Investigators Summary dashboards now only includes direct costs. The F&A can be viewed in the Budget vs Actuals by Object Class section. We are aware of encumbrances issues on the Other Funding report and working on a fix. At the same time, this report will also be added to the Grants Administration dashboard to mimic PI Summary dashboard. The changes will be coming soon.
A journal was created to clean up outstanding equity balances for Federal Workstudy students on GR100794 in department Cost Centers. At year-end, it was noticed that after running equity balances, there was negative equity appearing on this grant. The journal has provided revenue to these combinations to clear the department equity balances. Moving forward, at month end, 75% of eligible workstudy earnings will be moved to the worktags listed so this issue will stop.
CC12981 - General University | Student Financial Aid Fund: FD521 - FD521 Grants and Contracts Non Sponsored Federal Fund Grant: GR100794 - GR100794 OE Federal Work Study Program Balancing Unit: BL1377 - General University | Student Financial Aid
eActivity Awards, Expenditures (now including Cost Share), and Proposal reports are all now available via Tableau Server. These reports cover activity since Workday was implemented in January 2021. The information available and the intended use of eActivity has not changed. However, there are some differences from the legacy eActivity reports including separate Summary and Detail reports. Review the Grants eActivity Reports job aid within the Administrative Resource Center (ARC) to learn more.
eActivity Awards reports are now available via Tableau Server. These reports cover award activity since Workday was implemented in January 2021. The Proposals and Expenditures components of eActivity will be available soon.
The information available and the intended use of eActivity Awards has not changed. However there are some differences from the legacy eActivity Award report including separate Summary and Detail reports.