New resources for Grant Administrators

The first Workday Reporting for PIs training session was held Tuesday, January 18.  The resources from that session, including video demonstrations, may be helpful to Grant Administrators; therefore, we’ve made them available at the links below.

• A website featuring links to each video and the PowerPoint is found here.
• The Workday for Faculty website can be found here:  Workday for Faculty | Modernization | Washington State University (wsu.edu)

Please feel free to access and share these resources with colleagues, including faculty, and to use them in internal trainings and presentations.

Keep in mind, grant administrators should use these videos as a “guide” on how to run grant manager reports. However, reports beginning with CR GRA SPS or just CR GRA must be run in conjunction with the Financial Data View security role.  Most Grant PIs will not have been assigned Financial Data View, and may not be able to successfully run CR GRA and CR GRA reports successfully. Another set of reports that render based on the Grant PI security role at the grant worktag and security roles at the award header.

We will continue to update the Principal Investigator Video Resource page, as we create new materials.

Some questions were received during the session focused on reports that could be run for core and non-core funds around programs and cost centers.  The following list of reports, providing by the Modernization Reporting team, can be tried when you need to access non grant financial data:

Budget to Actuals

• CR FIN Core Budget to Actuals Summary
• CR FIN Core Budget to Actuals with Encumbrances Summary
• CR FIN Non-Core Budget to Actuals Summary
• CR FIN Non-Core Budget to Actuals with Encumbrances Summary

Financial Position Summary

• CR FIN Core/Non-Core Alt Reporting Financial Position Summary
• CR FIN Core/Non-Core Assignee Financial Position Summary
• CR FIN Core/Non-Core Cost Center Financial Position Summary
• CR FIN Core/Non-Core Extension Reporting Financial Position Summary
• CR FIN Core/Non-Core Function Financial Position Summary
• CR FIN Core/Non-Core Fund Financial Position Summary
• CR FIN Core/Non-Core Program Financial Position Summary
• CR FIN Core/Non-Core Region Financial Position Summary

Transaction Detail

• CR FIN Transaction Detail
• CR FIN Transaction Detail Limited to Cost Center

The above reports were created to be used with the Financials Data View security role and are not available to PIs unless they have that role assigned.

We’ve added additional Workday Reporting for PIs trainings in February and March. Please visit Skillsoft for more information and to register for upcoming sessions.