Modernization

Open Office Hours: Adaptive Planning for University Budgets
2024-05-16 15:00 - 16:00 (America/Los_Angeles)
These Office Hours sessions are a place for Adaptive Planning users to bring technical, data or policy questions pertaining to the FY25 Budget Planning Cycle.
Please note that Office Hours are available only to those who have access to Adaptive Planning.
For further session details, and to register for a session, visit Percipio.

Office Hours - Workday Adaptive Grants Forecasting Support
2024-05-16 10:30 - 11:00
Weekly office hours for Workday Adaptive Grants Forecasting support for Grant Managers and Principal Investigators.
When: Occurs every Thursday from 5/16/2024 until 6/13/2024, from 10:30 AM to 11:00 AM Pacific Time.
Sign up at Percipio for the Zoom link.
These office hours support sessions are primarily intended for people who hold the Grant Manager or Grant Principal Investigator security roles in Workday. If you aren’t a Grant Manager or a Grant PI, but you feel your job requires access to Workday Adaptive Grants Forecasting, please work with your security partner to request access by completing the Adaptive Access request form in Workday.

Adaptive Planning Training for Launch - 4/6
2023-04-06 13:00 - 15:00
Adaptive Planning is a budget tracking and planning tool that integrates with Workday. It will enable us to forecast budget models and make smarter decisions based on real-time data.
Learn how to navigate in Adaptive, access and edit sheets, and enter data.
This training is for approved Adaptive Planning users only and access to Adaptive is required to complete this training.
Register Here for the Zoom Session

Adaptive Planning Training for Launch - 3/30
2023-03-30 13:00 - 15:00

Adaptive Planning Training for Launch - 3/28
2023-03-28 01:00 - 15:00

Adaptive Planning Training for Launch - 3/23
2023-03-23 13:00 - 15:00

Cost Determination Guidelines for Principal Investigators
2023-03-22 14:30
Principal Investigators are responsible for the expenditures charged to their grants. Federal Uniform Guidance and WSU policy (BPPM 40.09) requires that sponsored expenditures comply with four cost principles: reasonableness, allocability, consistency and allowability. This session will help researchers understand how the four cost principles apply to their research, and how to view their grant expenses in Workday for compliance.
NOTE: This session will cover the same material as our session presented 12/5/22.
Register Here for the Zoom Session

Adaptive Planning Training for Launch - 3/21
2023-03-21 09:00 - 11:00

Workday Reporting: Workday Reporting Basics
2023-02-08 10:00 - 11:00
This virtual Instructor led training will provide basic information on how to access and navigate the Workday reporting tool, including finding and running reports, setting preferences, and other basic functionality. Note: This training will not cover in-depth reporting data by functional area.
Register Here

Cost Determination Guidelines for Principal Investigators
2022-12-05 12:30 - 15:30
Principal Investigators are responsible for the expenditures charged to their grants. Federal Uniform Guidance and WSU policy (BPPM 40.09) requires that sponsored expenditures comply with four cost principles: reasonableness, allocability, consistency and allowability. This session will help researchers understand how the four cost principles apply to their research, and how to view their grant expenses in Workday for compliance.
Register here.

Q&A: FD053 Cost Share corrections
2022-11-28 14:30 - 15:30
Departmental staff who perform grants accounting tasks are invited to attend this Q&A session focusing on correcting cost share transactions miscoded to Fund FD053.
Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/91992990981?pwd=[REDACTED]
Meeting ID: 919 9299 0981
Passcode: [REDACTED]

Tax 2.0 Demo Session 6
2022-09-30 13:00 - 14:30
Tax 2.0 simplifies how Workday calculates taxes for WSU. Attend this demo session to learn about new features and updates related to tax calculations for:

Requisitions
Purchase Orders
Supplier Invoice Requests
Supplier Invoices
Supplier Contracts
Procurement Card Verifications

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/99971965270?pwd=[REDACTED]
Meeting ID: 999 7196 5270
Passcode: [REDACTED]

Tax 2.0 Demo Session 5
2022-09-29 12:00 - 13:30
Tax 2.0 simplifies how Workday calculates taxes for WSU. Attend this demo session to learn about new features and updates related to tax calculations for:

Requisitions
Purchase Orders
Supplier Invoice Requests
Supplier Invoices
Supplier Contracts
Procurement Card Verifications

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/92491036348?pwd=[REDACTED]
Meeting ID: 924 9103 6348
Passcode: [REDACTED]

Grant Reporting in Workday for PIs
2022-09-29 11:00 - 11:45
The session will contain a brief overview of the reporting resources available to PIs for viewing their grant financial activity and will have time reserved for PI questions and troubleshooting.

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/99864021306?pwd=[REDACTED]
Meeting ID: 998 6402 1306
Passcode: [REDACTED]
Date & Time: Sep 29, 2022 11:00 AM Pacific Time (US and Canada)

Reporting resources link: https://jira.esg.wsu.edu/servicedesk/customer/kb/view/207356546

Tax 2.0 Demo Session 4
2022-09-27 12:00 - 13:00
Tax 2.0 simplifies how Workday calculates taxes for WSU. Attend this demo session to learn about new features and updates related to tax calculations for:

Requisitions
Purchase Orders
Supplier Invoice Requests
Supplier Invoices
Supplier Contracts
Procurement Card Verifications

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/98743836162?pwd=[REDACTED]
Meeting ID: 987 4383 6162
Passcode: [REDACTED]

Tax 2.0 Demo Session 3
2022-09-23 11:00 - 12:30
Tax 2.0 simplifies how Workday calculates taxes for WSU. Attend this demo session to learn about new features and updates related to tax calculations for:

Requisitions
Purchase Orders
Supplier Invoice Requests
Supplier Invoices
Supplier Contracts
Procurement Card Verifications

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/95784370375?pwd=[REDACTED]
Meeting ID: 957 8437 0375
Passcode: [REDACTED]

Tax 2.0 Demo Session 2
2022-09-22 13:00 - 14:30
Tax 2.0 simplifies how Workday calculates taxes for WSU. Attend this demo session to learn about new features and updates related to tax calculations for:

Requisitions
Purchase Orders
Supplier Invoice Requests
Supplier Invoices
Supplier Contracts
Procurement Card Verifications

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/99873160393?pwd=[REDACTED]
Meeting ID: 998 7316 0393
Passcode: [REDACTED]

Tax 2.0 Demo Session 1
2022-09-19 09:00 - 10:30
Tax 2.0 simplifies how Workday calculates taxes for WSU. Attend this demo session to learn about new features and updates related to tax calculations for:

Requisitions
Purchase Orders
Supplier Invoice Requests
Supplier Invoices
Supplier Contracts
Procurement Card Verifications

Zoom information:
Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/95317314668?pwd=[REDACTED]
Meeting ID: 953 1731 4668
Passcode: [REDACTED]

Workday Today Demo
2022-08-08 10:30 - 11:15
Join us for a demonstration and Q&A about Workday Today: The update coming to Workday this August.
Workday Today is a collection of updates to how information is displayed and organized on the home page, as well as how you can search for things in Workday. It’s designed to help streamline your home page and search capabilities to help you get to your tasks faster.
Learn more about Workday Today on the Modernization website here.
Zoom information: https://wsu.zoom.us/j/94443103179?pwd=[REDACTED]
Meeting ID: 944 4310 3179
Passcode: [REDACTED]

Award Setup Integration Training for Grant Managers
2022-07-19 11:05 - 12:00
Grant managers are invited to this training to learn more about using a new integration between Workday and MyResearch. This new integration reduces award setup time by decreasing the manual and duplicative data entry needed to get an award created in Workday, and increasing the accuracy of new awards created.
Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/92746858333?pwd=[REDACTED]
Meeting ID: 927 4685 8333
Passcode: [REDACTED]

Award Setup Integration Training for Grant Managers
2022-07-12 11:00 - 12:00
Grant managers are invited to this training to learn more about using a new integration between Workday and MyResearch. This new integration reduces award setup time by decreasing the manual and duplicative data entry needed to get an award created in Workday, and increasing the accuracy of new awards created.
Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/91286001495?pwd=[REDACTED]
Meeting ID: 912 8600 1495
Passcode: [REDACTED]

Office Hours for Grant Managers
2022-06-09 11:00 - 12:00
Grant managers are encouraged to bring their questions about Workday reports to open office hours with members of the Modernization grants team.
Office hours will be offered at the following dates and times:

June 9, 11 a.m.-noon
June 16, 1 a.m.-noon
June 23, 11 a.m.-noon
June 30, 11 a.m.-noon

Join Zoom Meeting from PC, Mac, Linux, iOS, or Android: https://wsu.zoom.us/j/95601556550?pwd=[REDACTED]
Meeting ID: 956 0155 6550
Passcode: [REDACTED]

New Financial Report Demonstrations Session
2022-06-02 16:00 - 16:30
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for an in-person demonstration of these new reports.
Date: June 2, 2022
Time: 4-4:30 p.m.
Zoom link: https://wsu.zoom.us/j/91485804358?pwd=[REDACTED]

New Financial Report Q&A
2022-06-01 11:00 - 11:45
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for a brief demonstration of these new reports and Q&A session.
Date: June 1, 2022
Time: 11-11:45 a.m.
Zoom link: https://wsu.zoom.us/j/96207967219?pwd=[REDACTED]

New Financial Report Q&A
2022-05-31 09:00 - 09:45
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for a brief demonstration of these new reports and Q&A session.
Date: May 31, 2022
Time: 9-9:45 a.m.
Zoom: https://wsu.zoom.us/j/94525907628?pwd=[REDACTED]

New Financial Report Demonstrations Session 13
2022-05-26 10:30 - 11:00
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for an in-person demonstration of these new reports.
Date: May 26, 2022
Time: 10:30-11 a.m.
Zoom link: https://wsu.zoom.us/j/98546522920?pwd=[REDACTED]

New Financial Report Demonstrations Session 12
2022-05-25 11:00 - 11:30
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for an in-person demonstration of these new reports.
Date: May 25, 2022
Time: 11-11:30 a.m.
Zoom link: https://wsu.zoom.us/j/98749870241?pwd=[REDACTED]

New Financial Report Demonstrations Q&A
2022-05-23 14:00 - 14:45
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for a brief demonstration of these new reports and Q&A session.
Date: May 23, 2022
Time: 2-2:45 p.m.
Zoom link: https://wsu.zoom.us/j/96757623056?pwd=[REDACTED]

New Financial Report Demonstrations Session
2022-05-18 11:00 - 11:30
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for an in-person demonstration of these new reports.
Date: May 18, 2022
Time: 11-11:30 a.m.
Zoom: https://wsu.zoom.us/j/93654727201?pwd=[REDACTED]

New Financial Report Demonstrations Session
2022-05-17 15:00 - 15:30
In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary.
Attend this training session for an in-person demonstration of these new reports.
Date: May 17, 2022
Time: 3-3:30 p.m.
Zoom link: https://wsu.zoom.us/j/94579039041?pwd=[REDACTED]
