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This page brings together information and resources to help the UW research community navigate the July 2023 transition to Workday Finance.

Recently updated or released:

• 3/23/26: Added a link to ; added a link to
• 3/13/26: Added links to GCA’s and videos on SharePoint.
• 2/27/26: Added a link to webpage.

Refer to Page Revisions for more details.

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Contents

• Award Data & Reporting
• Weekly Volume
• Escalating Problems & Getting Help
• Changes & Resources

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Award Data & Reporting

Refer to the “What tools and resources are available for award data and reporting?” FAQ for a full list of resources. Attend for reporting assistance.

New! The following Workday reports are now available:

• R1211 鈥� Year Over Year Direct and Indirect Expenditures by Sponsor Type
• R1212 鈥� Year Over Year Expenditures by Object Class
• R1215 鈥� Life to Date Award Budget to Actuals by Principal Investigator
• R1215.1 鈥� Life to Date Award Budget to Actuals by Contract Owner
• R1216 鈥� Life to Date Award Budget to Actuals by Top Level Sponsor
• R1217 鈥� Award Lines by Lifecycle Status

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BI Portal

• Review and a聽聽of the聽Post Award Dashboard in the BI Portal聽for the basics of navigating the dashboard to get answers to common questions about expenses and balances remaining on awards.

Dashboards

• Use the聽 to track in-progress items at each stage of the grant lifecycle.
• View the and demos for tips and tricks on answering common questions.
• The are available to support grant management.
• New versions of the Grant Manager and PI Dashboards offer better visibility into PO and program activity, along with quick access to curated resources. To learn more, refer to.
• Grant Financial Analysts can now configure key tabs in the Grant Manager Dashboard with role-specific reports. To learn more, refer to.
• The Post Award Dashboard now offers the Award Amounts and Amendments view. This displays the total funding for awards by school/college/unit and by department, and can also be sorted by prime sponsor/type and sponsor/type. For instructions on how to filter, review results and drill down for detail, please see .鈥�

ORIS RAD Group Reports

• Download a copy of the (in the ORIS RAD Group Reports folder) workbook for local analysis. It contains eGC1s, awards, ASRs, MODs, subawards, and Non-Award Agreements (NAAs) since FY24.
• 罢丑别听聽is available for tracking investigators鈥� required compliance training.

Additional Resources

The displays expenses by grant and fiscal period. It is the first step in a process that ensures centralized compliance for grant spend verification. After generating the report, it is reviewed in DocuSign, and then stored in for its retention period. and send questions to datagrp@uw.edu.

are now available for viewing relevant worktag data in one place.

贰虫辫濒辞谤别听 for best practices on navigating Workday.

Review GCA’s for a list of Workday and BI Portal reports that GCA recommends to campus users.

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Weekly Volume

Refer to the following pages for information about Award volume:

• Office of Sponsored Programs (OSP) Volume: Awards, Modifications, and Subawards

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Escalating Problems & Getting Help

Troubleshooting

When you encounter problems with Workday Finance, or other integrated systems, please refer to the following guidance:

• Report issues using the . The problem reports will go to your School/College Shared Environment.听
• Check with your unit to make sure there are no approvals pending (e.g. for invoices) or corrections needed to Award Setup and Modification Requests. Reminder: Principal Investigators (PIs) are required to approve subrecipient invoices on a bi-monthly basis using Workday.
• Refer to SAGE Health & Status, , and (campus network or VPN required). The problem you are facing may have a workaround or fix in the works.听聽
  • For help using SAGE, review SAGE Contact Information.

Urgent Requests聽

If you experience delays in getting the support you need, or for other pressing matters, refer to central office urgent request processes:

• Office of Sponsored Programs (OSP) Urgent Requests
• Procurement Urgent Requests should go to聽pcshelp@uw.edu聽and, if needed, notify your Shared Environment for further escalation.

Escalation Process

If your project is at risk of losing funding, collaborators, or vendors, refer to the “How do I escalate an urgent sponsored research problem?” FAQ for a step-by-step escalation process.

Attend Meetings, Office Hours, and Forums

Live events are great opportunities to ask questions and get help from experts.

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Changes & Resources聽

New & Notable

• View GCA’s and videos on SharePoint.
• Review GCA’s page for definitions of terms and conditions present in a sponsored program award document that are added to a Workday award to track compliance.

Explore the Changes & Resources subpage for a list of key resources for the Plan/Propose, Setup, Manage, and Closeout research lifecycle stages.

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Page Revisions聽