Using Workday To Manage Grants

Using Workday To Manage Your Grant

  • How do I get access to faculty awards to assist with grant management?

  • How can I get a list grant awards to which I have access?

  • Is there a way to set my Workday search results to automatically include "All of Workday?"

  • Why can't I see my grant budgets and balances?

  • How do I run a budget to actuals report (formerly CAIS Balance & Activity report)?

  • How do I amend a grant award budget?

  • Where can I find out more about Workday functions?

  • Why was my equipment supplier invoice sent back to me?

  • When will the awards be loaded into Workday?

  • I don't have a list of awards for my area. How can I get this information?

  • In order to view Workday reports, do I need the Award Contract Analyst role?

  • Does Workday have general information about a particular grant such as start & end dates, award amount, etc.?

  • What is the Grant Manager role in Workday?

  • What Workday roles should principal investigators have for their awards?

  • Can I upload grant progress reports to Workday, or does my post-award grant accountant have to do that?

  • On the award information screen, what is the Special Conditions section used for?

  • Is there a cost share report available in Workday?

  • Do the Notice of Award email notifications still go out when an award is set up?

  • What is the relationship between a Grant, an Award and an Award Line in Workday?

  • What is the general workflow that must take place to make a Grant available for financial transactions?

  • How does one identify the Status of Grants/Awards regarding the ability to utilize them for financial transactions? I have found a calculated field called "FIN - LRV Award Lifecycle Status (from Grant) that looks promising, but I don't quite understand the different values such as "Available for Spend" vs. "Available for Program Income" vs. blank. Is that field the correct one to use and how do I interpret it?

  • When someone is trying to run the R99 report, they need the award number for further filtering. It appears they can get the award number from the R58 report. Do end users typically manage their grants/award by the award number or the grant number?

  • The Workday terminology is much different from the legacy system (HRMS & Advantage). Is there a terminology crosswalk document?

  • In Workday, are there different salary lines for the different salary/appointment types?

  • In Workday, does health insurance get encumbered like salaries do?

  • I run the same queries often. Is it possible to save a query for easy access later?

  • How can I find out if there are budget restrictions on a grant?

  • If I know the grant (GR) number, is there a quick way to find the award (AWD) number?

  • Why are some of my life to date expenditures in the wrong spend categories?

  • How will the F&A distribution work?

  • What happens if I don't assign a Detail Code to an equipment expense?

  • Where do I find the subaward budget?

  • Why is my grant budget greater than the authorized sponsor amount?

  • How do I find my grant program income in Workday?

  • Is there a tool to look up Workday information such as Spend Categories and Detail Codes?

  • What information can you provide about cost share and cost shared effort?

  • How can I view award payroll activity by job family group?

  • How can I check the status of effort reports?