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Principal Investigator (PI) Resources

This page is specifically for Principal Investigators (PIs) and contains information specific to the PI role. Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in Workday.

If you need additional assistance, please contact the UMIT Service Desk: (305) 284-6565 or help@miami.edu

Last Updated: 03/23/2020 


Tip Sheets  Recommended Training  Reports  Additional Resources   

 

Tip Sheets

Business Process Description Audience Tip Sheet Tutorial
Approvals Learn how to access and complete your approval tasks. Manager, HR Roles, Finance Roles N/A
Business Process Notification Preferences Learn how to change email notification delivery preferences for business processes (e.g. payroll and direct deposit changes) Employee N/A
Financial Data Model (FDM) Learn about Workday's Financial Data Model (FDM), a multi-dimensional data structure used for accounting and financial reporting. All roles N/A
My Awards Portfolio Dashboard Learn about the My Awards Portfolio dashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.  Cost Center Manager, Cost Center Sponsored Program Manager, Co-Principal Investigator, Grant Manager, Grant Reviewer, Principal Investigator N/A
Principal Investigator (PI) Navigation Learn how to delegate a task, approve/review inbox items, and change your business process notification settings. PI Roles N/A
Search Learn about Workday's search bar, which is visible and available on every page. Employee N/A

 

Recommended Training

To register for Workday’s curriculum (mixed – both instructor-led training (ILT) and computer-based learning (CBL) courses available), log into ULearn and search by the complete course name:

Course Title Description

Workday Financial Data 

Model (FDM) CBL

 

 This one-hour CBL provides a basic understanding of the new Workday FDM dimensions, describes key concepts of role-based Workday financial reports, and demonstrates accessing information about Workday.

Workday Finance: Ask the Experts Webinar – Grants (September 2018)

This one-hour recorded webinar covers:

  • New Workday UI
  • Award Transaction Audit Report
  • FAQ’s
  • Support Resources
Workday Finance for Principal Investigators (PIs)

This 45-minute recorded webinar provides an overview of award and grant information in Workday for Principal Investigators (PIs). Topics covered include:

  • Navigation in Workday
  • Award and Grant Lifecycle in Workday
  • New Workday Terminology
  • Using Grants in HCM/Payroll Transactions
Workday Foundational Concepts CBL This one-hour CBL is highly recommended to gain an understanding of basic Workday concepts prior to attending your first Workday Finance instructor-led training session.


Reports

The My Awards Portfolio Dashboard provides a complete solution to Awards tasks. PI’s can view aggregated award data and an overview of research reports in one easy location. This dynamic update facilitates the retrieval and analysis of University research portfolios.

Description:  

The Award Transaction Audit report allows users to view award/grant financial information by Original or Adjusted Budget, by Current Month, Fiscal Year and Life–to-Date, by Commitments, Obligations, and Available Balance on an award.
Available To:
  • Award Analyst – Department
  • Award Co-Investigator
  • Award Co-Principal Investigator
  • Cost Center Manager
  • Cost Center Sponsored Programs Manager
  • Lead Principal Investigator 

 


FIN-GRA-Find My Award Proposals*
Description:  

The Find My Award Proposals report lists proposals submitted by a PI's Cost Center and allows you to view details, including: Sponsor for Award Proposal, Sponsor Type, Parent Sponsor, Award Proposal Name, Award Proposal Start and End Date, etc
Available To:
  • Award Co-Investigator
  • Award Co-Principal Investigator
  • Lead Principal Investigator 

 


FIN-GRA-Find My Awards*
Description:  

The Find My Awards report lists awards that you are associated with and allows you to view details, including: Award Name, Sponsor Award Reference Number, Award Contract Start and End Date, Award Lifecycle Status, Award Lines, etc.
Available To:
  • Award Analyst – Department
  • Award Co-Investigator
  • Award Co-Principal Investigator
  • Cost Center Manager
  • Cost Center Sponsored Programs Manager
  • Lead Principal Investigator 

 


FIN-GRA-Find My Grants
Description:  

The Find My Grants report lists grants you are associated with and allows you to view details, including: Award Line, Award, Contract Line Type, Grant (name), Contract Line Amount, Cost Center, Dates, etc.
Available To:
  • Co-Principal Investigator
  • Grant Financial Analyst
  • Grant Manager
  • Principal Investigator 


 


FIN-GRA-Find My Subawards
Description:  

The Find My Subawards report allows you to view details of subaward records for your Workday Company, including: Subrecipient, Award, Grant, Award Line, Locations, whether subject to Federal Funding Accountability and Transparency Act (FFATA), Supplier Contract Start and End Date, Status, Total Contract Amount, Non-Purchase Order (PO) Invoice Amount, Remaining Balance and Percent of Funds Remaining.
Available To:
  • Award Analyst – Department
  • Award Co-Investigator
  • Award Co-Principal Investigator
  • Cost Center Manager
  • Cost Center Sponsored Programs Manager
  • Lead Principal Investigator  


 


FIN-GRA-Purchases for my Awards*
Description:  

The Purchases for My Awards report lists Purchase Order Line(s), Supplier, and Open Amount(s) for awards you are associated with. It includes only purchase order lines that have an obligation amount remaining not equal to zero (0).
Available To:
  • Award Analyst – Department
  • Award Co-Investigator
  • Award Co-Principal Investigator
  • Cost Center Manager
  • Cost Center Sponsored Programs Manager
  • Lead Principal Investigator  


 


*To learn more, view the My Awards Portfolio Dashboard tip sheet.


Additional Resources

Resource Description
FRS Conversion Tool The FRS/FDM Conversion Tool searches for matching dimension(s) between FRS and Workday Financial Data Model (FDM) value(s). Click on the button to access the appropriate Conversion Tool.
Workday FAQs

Access answers to frequently asked questions about Workday.
Workday Finance Glossary Browse the glossary to become familiar with Workday terminology.