GRANTS MANAGEMENT DASHBOARD FOR INVESTIGATORS

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The Grants Management dashboard in Workday is available to all Investigators with active awards. This dashboard displays real time information of an award's financial position and provides the ability to drill to award and expense details.  

Reports Included on the Grants Management Dashboard:

  • Portfolio of Awards
    • Includes a financial summary for each of your active awards
    • Provides award attributes; e.g., sponsor, title, start and end dates
    • Includes project to date expenditures, outstanding obligations, and balances
  • Awards Expiring in 90 Days
    • Provides a list of any of your awards expiring within the next 90 days
    • Includes project to date expenditures, outstanding obligations, and balances
  • Positions Currently Funded by Your Awards
    • List of all employees currently funded by your awards
    • Includes award funding the employee and percentage of salary allocated to the award
  • Sponsored Award Budget to Actual (includes All awards)
    • Consolidates budgets and expenses for all your active awards
    • Summarizes activity by ledger account; e.g., faculty and staff compensation, student support, operating expense, and indirect costs
    • Includes both fiscal year and project to date expenditures, outstanding obligations, and balances
    • Provides ability to select an individual award

Accessing and Setting Up Your Dashboard:

  • The Grants Management dashboard requires a one-time set up.  Please follow the steps listed here.
  • ​For a detailed overview of this dashboard, please click here.  

Please contact your Grant/Contract Accountant with questions on transactions and award balances.

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