Grants

Adaptive Grants Forecasting launches Jan. 10

Workday Adaptive Grants Forecasting is live for all Grants Managers and PIs beginning January 10, 2024. Workday Adaptive Grants Forecasting is the first university-wide grants forecasting tool, enhancing support for research on a brand new level. The tool is intended to assist Grant Managers and Principal Investigators (PIs) across the WSU system in projecting future […]

January training materials update

Recent changes include a new guide for Employee Performance Reviews in Workday and usability updates. Here are the new and updated training materials and resources for December: General Accessing Available Reports in Workday Washington State University Workday Proxy Access Protocol Workday Proxy Request Ticket Finance Spend Authorization Cash Advance Repayment Procurement Card Exception Requests Procurement […]

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PIs to receive Financial Data View Only role

In partnership with college Finance Officers and Provost leadership, going forward in Workday, faculty who are Principal Investigators (PIs) on active grants will be automatically assigned the Financials Data View Only (FDV) role to enhance their ability to view finance data for their grant and non-grant accounts. WSU provides security roles to faculty to enable […]

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Verify scheduled hours per week for hourly workers

Scheduled hours per week, which calculates into FTE, should be accurately reflected on each person’s record, for each of their positions, for all faculty and staff, non-permanent scheduled and non-scheduled, as well as, professional hourly and students. While this value already impacts decisions made in Workday, including benefits eligibility, it has recently begun being utilized […]

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Award setups to include Cost Share budget breakdowns

Coming soon, the Award Setup process will enable the inclusion of cost share budget breakdowns in the Budget Setup tab in MyResearch. The cost share budget information submitted during an award setup will then be automatically included in Workday budgets for grants. This allows for better reporting in Workday on progress toward meeting cost share […]

December training materials update

Recent changes include the addition of Procurement Workflows and third party funding for travel, updates to shift differential, and a large array of usability updates. Here are the new and updated training materials and resources for December: General Find The Next Steps in an In-progress Business Process Transaction Submitting Defects, Enhancements, and New Report Requests […]

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New Workday dashboard for Grants Managers

A new dashboard for Grants Managers, Dashboard GRA Grants Administrator, is now available in Workday. Those assigned the Grant Manager role will be able to use the dashboard to see various worklets, including Terming Awards, Overdue Invoices, and Expiring Costing Allocations containing information for the awards they manage. There are two tabs, Financial and Personnel/Other, […]

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Three helpful reports now available on Award Headers for all awards

Grant Managers and Principal Investigators (PIs) can now access three helpful reports from the Award Header for all awards. These reports include Budget to Actuals, Revenue Reconciliation, and Cost Share. Directly from an Award Header under the Additional Reports tab, Grant Managers and PIs can now more quickly and easily: View cumulative budget to actuals […]

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Calendar Planning & Best Practices resources

It’s easy to remember the tasks and reports we run every day, but what about those critical events that happen less frequently? We’ve developed resources to help you better plan for the following key HCM and finance events in Workday: Weekly Monthly Quarterly Semesterly Annual Do you know which reports and processes you need to […]

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New Salary Over the Cap reference guide available

We’ve created a new reference guide providing a single place to learn all about Salary Over the Cap and related actions for grants.  This new guide shares: What the Salary Over the Cap threshold is Links to the relevant WSU BPPM sections The types of notifications Grant Managers receive Impacts to Costing Allocations and Period […]

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