Tagged: Grants

New prompts have been added to the "Find Journal Lines - OSU - Posted Journals by Amount type" report. The prompts "Budget Date On or After" and "Budget Date On or Before" have been added to help narrow the report output to a specified budget date range. This is useful for grants reporting to view financial activity based on "activity" dates. See the full post for more details.

New prompts have been added to the "Find Journal Lines - OSU Payroll Detail" report. "Budget Date On or After" and "Budget Date On or Before" prompts have been added to help narrow the report output to a specified budget date range. Additionally, a new "Costing Source" column has been added to the output of this report. See the full post for more details.

The "Grant - FDM Values" report has been updated to include a prompt for Grant Hierarchies. This is to allow users to only return grants contained within a given hierarchy or hierarchies entered in the prompt field.

On Friday, October 23 a new custom validation was put in place to restrict the usage of OSP Grants on cash sales. For refunds or repayments of grant expenditures, please contact ERIK Grants Accounting (ospgrantsaccounting@osu.edu) for guidance.

We’re excited to share recent enhancements to the Workday report "Budget vs Actuals by Object Class." You can now drill down into ENCUMBRANCE numbers in the Sponsor Cost and Cost Share column, providing greater visibility into your data. Read more for additional enhancements.

To prepare for the end of the fiscal year, it is critical to review costing allocations to ensure they are accurate and up to date. The Payroll Funding reports can be used to review and identify when costing allocation updates need to be made. Due to the new date validations added for payroll accounting adjustments (PAAs) in May 2025, you will not be able to correct payroll funding with a PAA after the fact in the new fiscal year (after July 22, 2025) if the PAA does not involve an OSP grant. See the full post for the recommended costing deadlines for June FY25 along with additional details.

As a part of fiscal year-end activities, subaward supplier contract encumbrances will be closed out for FY25 and re-opened in FY26. An encumbrance will not roll-forward into FY26 if a subaward supplier contract has an "Amendment in Process" status. This issue was confirmed in testing. As a result, the Office of Sponsored Programs (OSP) is providing the guidance shared in the full post for subaward supplier contract amendments.

On Tuesday, July 22, the new date validation for payroll accounting adjustments (PAA) will be updated for the new fiscal year. These restrictions are in place due to how Workday recalculates fringe when PAAs cross fiscal years. Workday recalculates fringe on the entire paycheck, not only the earnings on the PAA. See the full post for more details.

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.