Budgets and Reports

Glossary

 

 

Managing Grants

Understand Grants in Workday - Workday Grants Training Recorded Sessions (Video Only)

View a List of Your Grants (Video Only)

 

Managing Budgets

Understand Budgets in Workday (Video Only)

 

 

Training Videos

Budget Management

Workday Grants Training Recorded Session - May 5, 2022

Workday Grants Training Recorded Session - May 11, 2022 

View Grants

 

Forms

Request for Accounting Adjustments or Journal Entries (Google Form)

TU Journal Entry Form

 

Submit a Help Request

 


 

Glossary

 

Term in Workday

Term at Trinity

Term Definition

Award Line

 

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.

Budget Check

 

Step in the business process where the budget balance is reviewed and the transaction can be stopped.

Error

 

Errors display in red and note the number of identified errors. You cannot complete a task until you correct all errors.

Fund

 

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.

Inbox

 

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.

Initiate (in BP)

 

First step of a business process, only visible to those who can begin a process.

Revenue Category

Object Code (4XXXX)

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.

Rescind (business process)

 

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.


 

Managing Grants

Understand Grants in Workday - Workday Grants Training Recorded Sessions (Video Only)

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

View a List of Your Grants

Explanatory Video

This video demonstrates how to view grants and complete budget to actual reports.

  1. As a Grant Manager and/or Principal Investigator, you can use the report documented here to view a list of Grants assigned to you.

  2. After logging into Workday, enter Extract Grants into the Search bar and select that Report from the results. 

 

  1. The report will populate automatically with those Grants that you are Grant Manager and/or Principal Investigator for.

 

  1. 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.

  2. Scroll to the right in the report to access additional fields, including amounts as well as associated Cost Center.

Table

Description automatically generated

  1. If you wish to export this report into Excel, click the Export to Excel button at the top right corner of the report grid.

Managing Budgets

Understand Budgets in Workday (Video Only)

This video will teach you all about budget to actual reports, budget checking within Workday, and budget amendments.

Training Videos

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.

 

Forms

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.

 

Submit a Help Request

For additional help, please use the WorkdayHelp Ticket System.

Details

Article ID: 152279
Created
Mon 11/28/22 9:03 PM
Modified
Wed 10/11/23 9:27 AM