Grants Dashboard Access in Workday - Update
The Workday Research Grants Dashboard and Grants Reports are now available.
How do I access the dashboard?
You will find the dashboard worklet under “Applications” on your Workday home page
Key Financial Reports
Key Financial Reports on the Dashboard are the following:
- Portfolio of Grants (New!)
- Grants Expired and Expiring in 90 days (New!)
- Grant Ledger Summary (similar to legacy FMS nQuery Ledger Summary report)
How do I view my grant balances?
- Grant Ledger Summary can be accessed through the Grants Dashboard.
- Just a friendly reminder that legacy data conversion is in progress until mid-December and a combination of data from the FMS legacy system + Workday will be required in the interim
- To summarize, General Ledger (GL) data is available in the following reports:
| General Ledger Balances Data | FMs nQuery | Grant Ledger Summary Workday | Portfolio of Grants | Grants Expired and Expiring in 90 Days |
|---|---|---|---|
| March 2019 to July 2020 | Yes | Yes | Yes |
|
August to October 2020 (updated Dec 11) |
Yes | Yes | Yes |
| November 2020 | No | Yes | Yes |
- All transactions in November (e.g., invoices and personal reimbursement) submitted and processed will be available in the Grants Dashboard in Workday.
Which security roles can access the dashboard and reports?
| Role | Portfolio of Grants | Grant Expired | Expiring in 90 Days | Position Being Paid from Grant | Grant Ledger Summary | Payroll Summary - Distributed |
|---|---|---|---|---|---|
| Principal Investigators | Yes | Yes | Yes | Yes | Yes |
| Administrator Principal Investigator |
Yes | Yes | Yes | Yes | Yes |
| Grants Manager | Yes | Yes | Yes | Yes | Yes |
| Grant Financial Analyst | Yes | Yes | No | Yes | No |
| Cost Centre Financial Analyst | Yes | Yes | No | Yes | No |
| Cost Centre Financial Payroll Analyst | Yes | Yes | No | Yes | Yes |
| Cost Centre Manager | Yes | Yes | No | Yes | Yes |
- “Positions Being Paid from Grants” Report uses Supervisory Organization (SupOrg), therefore positions being paid from Grants will not display unless you belong to the related Supervisory Organization.
Additional Help
- Please review the training and job aids to understand key actions and steps.
- To learn more through training:
- To learn more through job aids: