The two Principal Investigator spend authorization and expense report notification improvements listed have been recently implemented.
With the volume of data now in Workday, users are experiencing system performance issues when running the 120 Day Award Closeout Report. We recommend users schedule the 120 Day Award Closeout Report to run during off-hours (in the evening, overnight, or during the weekend). Scheduling the report during non-peak hours will reduce the amount of time it takes to run the report. The report also remains available for viewing within Workday for the number of days you specify when scheduling the report.
Below are instructions for scheduling the 120 Day Award Closeout Report.
As a part of fiscal year-end activities, subaward supplier contract encumbrances will be closed out for FY22 and re-opened in FY23.
An encumbrance will not roll-forward into FY23 if there is an active supplier contract amendment on a subaward. This issue was confirmed in testing. As a result, the Office of Sponsored Programs (OSP) is providing the following guidance for subaward supplier contract amendments:
The Clinical Trials Reference Document on the Administrative Resource Center (ARC) has been updated to provide a high-level overview of the current process for grants with clinical trials. Most of the steps take place outside of Workday, though they impact what happens in Workday. A few comments about accounting are now included throughout the overview.
If a purchase on a grant involves patient care costs, international travel, or alternations and renovations, the transaction must include the grant worktag AND a grant treatment worktag. The grant treatment worktag is necessary for the transaction to map to the correct object class. This is true for either a requisition or spend authorization.
The recording from the March 2 office hours session on “Organizing Your Work” is now available for viewing.
Have you wondered how to access commonly used tasks and reports in Workday more easily? Do you have difficulty remembering an obscurely named report or all the search parameters to select when running a report? Would you like to learn how to use shortcuts and favorites to quickly navigate to the information you most often use? If you are curious about any of these features, this session is for you!
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.