Understand Grants in Workday - Workday Grants Training Recorded Sessions (Video Only)
View a List of Your Grants (Video Only)
Understand Budgets in Workday (Video Only)
Budget Management
Workday Grants Training Recorded Session - May 5, 2022
Workday Grants Training Recorded Session - May 11, 2022
View Grants
Request for Accounting Adjustments or Journal Entries (Google Form)
TU Journal Entry Form
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Term in Workday
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Term at Trinity
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Term Definition
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Award Line
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Contains business rules for collecting costs, calculating F&A, billing sponsors, and reporting. An Award must have at least one Award Line, and each Award Line must be associated with a unique Grant.
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Budget Check
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Step in the business process where the budget balance is reviewed and the transaction can be stopped.
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Error
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Errors display in red and note the number of identified errors. You cannot complete a task until you correct all errors.
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Fund
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An independent fiscal and accounting entity with a self-balancing set of accounts. Funds are classified into groups for reporting and accounting treatment, such as Operating, Non-Operating, Restricted and Unrestricted.
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Inbox
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To-do’s or task action items in a business process that require a follow-up step appear in user's Workday inbox. When a user receives an action in their inbox, the user needs to do something, for example reviews or approves.
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Initiate (in BP)
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First step of a business process, only visible to those who can begin a process.
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Revenue Category
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Object Code (4XXXX)
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When a sales item is initiated, it is assigned to a revenue category. This classification in customer contracts and billing provides a logical grouping to search and include in reports.
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Rescind (business process)
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An action you can take on a business process to completely reverse all changes made to Workday data in a completed business process. A task must be "Successfully Completed" to perform this action.
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These videos (part I and part II) will help you get familiar with everything related to grants in Workday, including information about getting started, procurement, deposits, and budget management. The two videos include Q&A sessions, and differ from one another in terms of the questions asked and subsequent details discussed
Explanatory Video
This video demonstrates how to view grants and complete budget to actual reports.
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As a Grant Manager and/or Principal Investigator, you can use the report documented here to view a list of Grants assigned to you.
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After logging into Workday, enter Extract Grants into the Search bar and select that Report from the results.
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The report will populate automatically with those Grants that you are Grant Manager and/or Principal Investigator for.
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Any information in a cell on this report that is blue is a link, meaning you can click it to get additional information about that particular value.
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Scroll to the right in the report to access additional fields, including amounts as well as associated Cost Center.
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If you wish to export this report into Excel, click the Export to Excel button at the top right corner of the report grid.
This video will teach you all about budget to actual reports, budget checking within Workday, and budget amendments.
Budget Management
Learn about budget to actual reports.
Workday Grants Training Recorded Session - May 5, 2022
Get familiar with everything related to grants in Workday, including information about getting started, procurement, deposits, and budget management. This video includes a Q/A session.
Workday Grants Training Recorded Session - May 11, 2022
Get familiar with everything related to grants in Workday, including information about getting started, procurement, deposits, and budget management. This video includes a Q/A session. This video differs from the other grants training recorded session in terms of the questions asked and subsequent details discussed.
View Grants
Watch a tutorial on viewing grants and completing budget to actual reports.
Request for Accounting Adjustments or Journal Entries (Google Form) - The Trinity University Accounting Adjustments or Journal Entries Google form should be attached to the TU Journal Entry Form by TU Departments.
TU Journal Entry Form - The Trinity University Journal Entry Form is to be used by all TU departments to initiate accounting corrections.
For additional help, please use the Workday Support Request Form or send an email to transform@trinity.edu.