{"id":42070,"date":"2022-04-05T12:51:28","date_gmt":"2022-04-05T19:51:28","guid":{"rendered":"https:\/\/www.washington.edu\/research\/?page_id=42070"},"modified":"2025-03-12T16:13:57","modified_gmt":"2025-03-12T23:13:57","slug":"workday-finance-research","status":"publish","type":"page","link":"https:\/\/www.washington.edu\/research\/workday-finance-research\/","title":{"rendered":"Workday Finance &#038; Research"},"content":{"rendered":"<p>This page brings together information and resources to help the UW research community navigate the July 2023 transition to Workday Finance.<\/p>\n<p><strong>Recently updated or released:<\/strong><\/p>\n<ul>\n<li>3\/7\/25: Update to <a href=\"https:\/\/it.uw.edu\/service-news\/enhancing-invoice-tracking-with-the-grant-manager-dashboard\/\">Grant Manager Dashboard<\/a> in Workday improves visibility into outstanding invoices for all grants, but especially those in Closeout in Progress or Expired status. A <a href=\"https:\/\/calendar.washington.edu\/sea_uwit-im-era\/Office-Hours-Enterprise-Reporting-and-Analytics\/E176979624\">demo<\/a> is available on Friday, March 14, at 9 a.m.<\/li>\n<li>1\/2\/25: Added a link to <a href=\"https:\/\/www.washington.edu\/research\/announcements\/teams-appointments-for-sage-support\/\">Teams Appointments for SAGE Support<\/a>.<\/li>\n<li>12\/11\/24: Added a link to the <a href=\"https:\/\/www.washington.edu\/research\/forms-and-templates\/checklist-osp-gca-mods-in-sage\/\">Checklist: OSP\/GCA Modifications in SAGE<\/a> resource.<\/li>\n<li>11\/15\/24: Added a link to <a href=\"https:\/\/uwnetid-my.sharepoint.com\/:f:\/g\/personal\/kresl_uw_edu\/Em131nVoRM5Ep7ZfGaTbfR8B7zbBP-19PMgfTwCgYGAKxg\">Award, Proposal &amp; Related Requests workbook<\/a> (select &#8220;Under Construction&#8221; in the &#8220;Key Reports&#8221; folder).<\/li>\n<\/ul>\n<p><i>Refer to <\/i><i><a href=\"#page-revisions\">Page Revisions<\/a><\/i><i> for more details.<\/i><\/p>\n<hr \/>\n<h2>Contents<\/h2>\n<ul>\n<li><a href=\"#escalating-problems\">Escalating Problems &amp; Getting Help<\/a><\/li>\n<li><a href=\"#changes-resources\">Changes &amp; Resources<\/a><\/li>\n<li><a href=\"#award-data\">Award Data &amp; Reporting<\/a><\/li>\n<li><a href=\"#weekly-volume\">Weekly Volume<\/a><\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"escalating-problems\">Escalating Problems &amp; Getting Help<\/h2>\n<h3><strong>Troubleshooting<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">When you encounter problems with Workday Finance, or other integrated systems, please refer to the following guidance:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Report issues using the <\/b><a href=\"http:\/\/discover.uw.edu\/MTMxLUFRTy0yMjUAAAGOyX9kBHKrEmkVXGcgYYqngFnkaZLKkpyD6W2ZnWvIJ5euI93GRico0Y-poIFTTuJa_rDp0oY=\"><b>UW Connect Finance Portal<\/b><\/a><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">The problem reports will go to your School\/College Shared Environment.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Check with your unit to make sure there are no approvals pending<\/b><span style=\"font-weight: 400;\"> (e.g. for invoices) or corrections needed to Award Setup and Modification Requests. <strong>Reminder:<\/strong> Principal Investigators (PIs) are required to approve subrecipient invoices on a bi-monthly basis using Workday.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Refer to <\/b><a href=\"https:\/\/www.washington.edu\/research\/announcements\/sage-prioritized-issues-new-features\/\"><b>SAGE Features &amp; Prioritized Issues,<\/b><\/a><b> <\/b><a href=\"https:\/\/finance.uw.edu\/gca\/known-issues\"><b>GCA Known Issues<\/b><\/a><b>, and <a href=\"https:\/\/wiki.cac.washington.edu\/pages\/viewpage.action?spaceKey=UWFinanceReporting&amp;title=Known+Issues\">Finance Reporting Known Issues<\/a><\/b><b>.<\/b><span style=\"font-weight: 400;\"> The problem you are facing may have a workaround or fix in the works.\u00a0\u00a0<\/span>\n<ul>\n<li aria-level=\"1\">For help using SAGE, review <a href=\"https:\/\/www.washington.edu\/research\/tools\/sage\/guide\/sage-overview\/sage-contact-information\/\">SAGE Contact Information<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><strong>Urgent Requests\u00a0<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">If you experience delays in getting the support you need, or for other pressing matters, r<\/span>efer to central office urgent request processes:<\/p>\n<ul>\n<li><a href=\"https:\/\/finance.uw.edu\/gca\/node\/1720\">Grant &amp; Contract Accounting (GCA) Urgent Requests<\/a><\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/faq\/urgent-osp-asr-mod-and-subawards\/\">Office of Sponsored Programs (OSP) Urgent Requests<\/a><\/li>\n<li>Procurement Urgent Requests should go to\u00a0<a title=\"mailto:pcshelp@uw.edu\" href=\"mailto:pcshelp@uw.edu\" data-linkindex=\"11\">pcshelp@uw.edu<\/a>\u00a0and, if needed, notify your Shared Environment for further escalation.<\/li>\n<\/ul>\n<h3><strong>Escalation Process<\/strong><\/h3>\n<p>If your project is at risk of losing funding, collaborators, or vendors, refer to the <a href=\"https:\/\/www.washington.edu\/research\/faq\/how-do-i-escalate-an-urgent-sponsored-research-problem\/\">&#8220;How do I escalate an urgent sponsored research problem?&#8221;<\/a> FAQ for a step-by-step escalation process.<\/p>\n<h3 id=\"sage-office-hours\"><strong>Attend Meetings, <\/strong><strong>Office Hours, <\/strong><strong>and Forums<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Live events are great opportunities to ask questions and get help from experts.<\/span><\/p>\n<div id=\"uw-accordion-shortcode\">\n<div class=\"js-accordion\" data-accordion-prefix-classes=\"uw-accordion-shortcode\">\n<div class=\"js-accordion__panel\" >\n<h2 class=\"js-accordion__header\"><span style=\"font-weight: 400;\">Expand for a list of live events<\/span><\/h2>\n<h4><strong>Meetings\u00a0<\/strong><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/finance.uw.edu\/gca\/mram\"><b>Monthly Research Administration Meeting (MRAM)<\/b><\/a><b>: <\/b><span style=\"font-weight: 400;\">A monthly meeting hosted by OSP and Research Compliance &amp; Operations. Topics include timely updates on award regulation and management.\u00a0<\/span><\/li>\n<li aria-level=\"1\"><strong><a href=\"https:\/\/finance.uw.edu\/gca\/resources\/campus-information-sessions\">GCA Information Sessions for Campus<\/a><\/strong>: Biweekly meeting to learn about GCA processes and an opportunity to submit questions for Q&amp;A. Topics include award setup, financial reporting, invoicing, closeout, and more.<\/li>\n<\/ul>\n<h4><strong>Office Hours<\/strong><\/h4>\n<ul>\n<li aria-level=\"1\"><strong><a href=\"https:\/\/www.washington.edu\/research\/core-for-workday\/\">CORE for Workday: Works-in-Progress Sessions<\/a><\/strong>: Weekly demos and opportunities to critique upcoming Workday resources, hosted by CORE.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/datagroup.uw.edu\/resources\"><b>Finance Reporting Office Hours<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Weekly office hours hosted by the DATAGroup and Enterprise Reporting and Analytics teams. Topics cover Workday, Enterprise Data Warehouse (EDW), and other topics related to reporting under the new financial system. Sign up <\/span><a href=\"https:\/\/www.trumba.com\/calendars\/sea_uwit-im-era\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/finance.uw.edu\/pafc\/ecc_office_hours\"><b>Employee Compensation Compliance (ECC) Office Hours<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Weekly office hours providing hands-on support for completing initial tasks in ECC.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/mailman13.u.washington.edu\/mailman\/listinfo\/procurementservicesnews\"><b>Procurement Services Office Hours<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Join the Procurement listserv to receive links to their weekly office hours. View the previous <a href=\"https:\/\/finance.uw.edu\/ps\/officehours\">office hours recordings<\/a>.<\/span><\/li>\n<\/ul>\n<h4>Forums<\/h4>\n<ul>\n<li><strong><a href=\"https:\/\/finance.uw.edu\/gca\/training-outreach\/gca-forum\">Grant and Contract Accounting (GCA) Forum<\/a><\/strong><span style=\"font-weight: 400;\"><strong>:<\/strong> A quarterly forum hosted by GCA. Topics include post-award financial management.\u00a0<\/span><\/li>\n<li><strong><a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0032690\">Workday Forums<\/a><\/strong><span style=\"font-weight: 400;\"><strong>:<\/strong> A complete list of Workday-related forums and information sessions that take place at various times throughout the month.\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"changes-resources\"><b>Changes &amp; Resources\u00a0<\/b><\/h2>\n<h3>New &amp; Notable<\/h3>\n<ul>\n<li>An update to the <a href=\"https:\/\/it.uw.edu\/service-news\/enhancing-invoice-tracking-with-the-grant-manager-dashboard\/\">Grant Manager Dashboard<\/a> in Workday improves visibility into outstanding invoices for all grants, but especially those in Closeout in Progress or Expired status. A <a href=\"https:\/\/calendar.washington.edu\/sea_uwit-im-era\/Office-Hours-Enterprise-Reporting-and-Analytics\/E176979624\">demo<\/a> is available on Friday, March 14, at 9 a.m.<\/li>\n<li>For live help with SAGE, schedule a <a href=\"https:\/\/www.washington.edu\/research\/announcements\/teams-appointments-for-sage-support\/\">Teams Appointment for SAGE Support<\/a>.<\/li>\n<li>When preparing an OSP\/GCA Modification Request, review the <a href=\"https:\/\/www.washington.edu\/research\/forms-and-templates\/checklist-osp-gca-mods-in-sage\/\"><strong>Checklist: OSP\/GCA Modifications in SAGE<\/strong>.<\/a><\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/tools\/sage\/guide\/sage-budget\/nih-snap-budget-award\/\"><strong>NIH SNAP Award Budget guidance<\/strong><\/a> has been revised with GCA&#8217;s updated guidance, effective October 1, 2024.<\/li>\n<\/ul>\n<p>Explore the <a href=\"https:\/\/www.washington.edu\/research\/uwft-for-the-research-community\/changes-resources\/\">Changes &amp; Resources subpage<\/a> for a list of key resources for the Plan\/Propose, Setup, Manage, and Closeout research lifecycle stages.<\/p>\n<hr \/>\n<h2 id=\"award-data\"><strong>Award Data &amp; Reporting<\/strong><\/h2>\n<p><strong>New<\/strong>! Download a copy of the <a href=\"https:\/\/uwnetid-my.sharepoint.com\/:f:\/g\/personal\/kresl_uw_edu\/Em131nVoRM5Ep7ZfGaTbfR8B7zbBP-19PMgfTwCgYGAKxg\">Award, Proposal &amp; Related Requests<\/a> (select &#8220;Under Construction&#8221; in the &#8220;Key Reports&#8221; folder) workbook for local analysis. It contains eGC1s, awards, ASRs, MODs, subawards, and Non-Award Agreements (NAAs) since FY24.<\/p>\n<p>Review GCA&#8217;s <a href=\"https:\/\/finance.uw.edu\/gca\/resources\/recommended-reports\">Recommended Reports<\/a> for a list of Workday and BI Portal reports that GCA recommends to campus users.<\/p>\n<p>The Workday <a href=\"https:\/\/itconnect.uw.edu\/service-news\/optimizing-insights-the-grant-manager-dashboard\/\">Grant Manager Dashboard<\/a> is available to support grant managers.<\/p>\n<p>The <a href=\"https:\/\/itconnect.uw.edu\/service-news\/empowering-pis-and-grant-managers-new-resources-for-grant-reporting\/\">Grant Planning and Forecasting Tool, Post Award Dashboard, and Principal Investigator Dashboard<\/a> are also helpful for grant management.<\/p>\n<p>Refer to the <a href=\"https:\/\/www.washington.edu\/research\/faq\/what-tools-and-resources-are-available-for-award-data-and-reporting\/\">&#8220;What tools and resources are available for award data and reporting?&#8221; FAQ<\/a> for a list of resources.<\/p>\n<hr \/>\n<h2 id=\"weekly-volume\"><b>Weekly Volume<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Refer to the following pages for information about Award volume:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/finance.uw.edu\/gca\/gca-workload-metrics\">Grant &amp; Contract Accounting (GCA) Workload Metrics<\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.washington.edu\/research\/osp\/about-osp\/osp-volume\/\"><span style=\"font-weight: 400;\">Office of Sponsored Programs (OSP) Volume: Awards, Modifications, and Subawards<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/finance.uw.edu\/ps\/netid\/invoice-backlog-summary-page\"><span style=\"font-weight: 400;\">Unit AP Work Queues<\/span><\/a><span style=\"font-weight: 400;\"> (Procurement Services): Reports of aged invoices awaiting action by campus units\/departments<\/span><\/li>\n<li aria-level=\"1\"><a href=\"https:\/\/finance.uw.edu\/uwft\/blog\/fpb-staff\">Weekly Workday Finance Stabilization Updates<\/a>: Reports on efforts to improve Workday Finance processes and backlogs<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"page-revisions\"><b>Page Revisions\u00a0<\/b><\/h2>\n<div id=\"uw-accordion-shortcode\">\n<div class=\"js-accordion\" data-accordion-prefix-classes=\"uw-accordion-shortcode\">\n<div class=\"js-accordion__panel\" >\n<h2 class=\"js-accordion__header\"><span style=\"font-weight: 400;\">Expand for a detailed list of revisions to this page.<\/span><\/h2>\n<ul>\n<li>11\/15\/24: Added a link to <a href=\"https:\/\/uwnetid-my.sharepoint.com\/:x:\/g\/personal\/kresl_uw_edu\/Eaw0UqnBmFFCnOTBfp2HSN0BLLaPw6s0M0qw-2BdzTIk8w?e=UG8jUD\">Award, Proposal &amp; Related Requests workbook<\/a>.<\/li>\n<li>10\/31\/24: Added SAGE Office Hours through November 2024.<\/li>\n<li>10\/11\/24: Added <a href=\"https:\/\/www.washington.edu\/research\/tools\/sage\/guide\/sage-budget\/nih-snap-budget-award\/\">NIH SNAP budget resource<\/a> and <a href=\"https:\/\/www.washington.edu\/research\/myresearch-lifecycle\/manage\/award-changes\/\">Award Changes<\/a> update to New &amp; Notable. The <a href=\"https:\/\/www.washington.edu\/research\/myresearch-lifecycle\/manage\/award-changes\/\">Award Changes webpage<\/a> has been revised with updated guidance for modifications, extensions, and other award changes.<\/li>\n<li>10\/4\/24: Updated procurement urgent requests process.<\/li>\n<li>10\/1\/24: Added a link to the <a href=\"https:\/\/www.washington.edu\/research\/myresearch-lifecycle\/setup\/financials\/#asr-checklist-pi-campus\">Award Setup Request checklist for PIs and campus users<\/a>.<\/li>\n<li>9\/10\/24: Added a link to <a href=\"https:\/\/www.washington.edu\/research\/announcements\/tell-osp-your-award-setup-and-modification-request-story\/\">Tell OSP your Award Setup and Modification Request Story<\/a>, removed New from GCA&#8217;s <a href=\"https:\/\/finance.uw.edu\/gca\/resources\/recommended-reports\">Recommended Reports<\/a>.<\/li>\n<li>7\/24\/24: Added a link to GCA&#8217;s <a href=\"https:\/\/finance.uw.edu\/gca\/resources\/recommended-reports\">Recommended Reports<\/a>.<\/li>\n<li>7\/19\/24: Updated Proposal Budgeting section on <a href=\"https:\/\/www.washington.edu\/research\/workday-finance-research\/changes-resources\/\">Changes &amp; Resources<\/a> page.<\/li>\n<li>7\/10\/24: Added link to and description of <a href=\"https:\/\/finance.uw.edu\/gca\/resources\/campus-information-sessions\">GCA Information Sessions for Campus<\/a>. Added a link to <a href=\"https:\/\/wiki.cac.washington.edu\/pages\/viewpage.action?spaceKey=UWFinanceReporting&amp;title=Known+Issues\">Finance Reporting Known Issues<\/a> under Troubleshooting header.<\/li>\n<li>6\/27\/24: Added new schedule for <a href=\"https:\/\/www.washington.edu\/research\/workday-finance-research\/#sage-office-hours\">SAGE Office Hours<\/a> through August 2024.<\/li>\n<li>6\/26\/24: Added a link to the <a href=\"https:\/\/itconnect.uw.edu\/service-news\/optimizing-insights-the-grant-manager-dashboard\/\">Grant Manager Dashboard<\/a>. Added a link to <a href=\"https:\/\/finance.uw.edu\/gca\/resources\">GCA Resources<\/a> on the <a href=\"https:\/\/www.washington.edu\/research\/uwft-for-the-research-community\/changes-resources\/\">Changes &amp; Resources<\/a> subpage. Added a New &amp; Notable resources section.<\/li>\n<li>4\/23\/24: Added a link to <a href=\"https:\/\/www.washington.edu\/research\/core-for-workday\/\">CORE for Workday: Works-in-Progress Sessions<\/a>.<\/li>\n<li>4\/5\/24: Added a link to the <a href=\"https:\/\/itconnect.uw.edu\/service-news\/empowering-pis-and-grant-managers-new-resources-for-grant-reporting\/\">Grant Planning and Forecasting Tool, Post Award Dashboard, and Principal Investigator Dashboard<\/a> tools.<\/li>\n<li>4\/2\/24: Moved content to a new subpage, <a href=\"https:\/\/www.washington.edu\/research\/uwft-for-the-research-community\/changes-resources\/\">Changes &amp; Resources<\/a>. Removed Announcements and relocated FAQs to Changes &amp; Resources page.<\/li>\n<li>3\/29\/24: Updated page title to Workday Finance &amp; Research.<\/li>\n<li>3\/28\/24: Added a link to <a href=\"https:\/\/finance.uw.edu\/uwft\/blog\/fpb-staff\">Weekly Workday Finance Stabilization Updates<\/a> under Weekly Volume.<\/li>\n<li>3\/22\/24: Added SAGE Office Hours schedule through June 2024.<\/li>\n<li>3\/6\/24: Updated Workload Volumes by GCA Process title to Workflow &amp; Backlog Tracking.<\/li>\n<li>3\/1\/24: Added links to <a href=\"https:\/\/finance.uw.edu\/gca\/faq\/award-setup\">GCA Award Setup FAQs<\/a> and <a href=\"https:\/\/finance.uw.edu\/gca\/resources\/gca-videos\">Understanding Awards in Workday<\/a> videos<\/li>\n<li aria-level=\"1\">2\/20\/24: Updated GCA Weekly Volumes to Workload Volumes by GCA Process.<\/li>\n<li aria-level=\"1\">1\/26\/24: Added SAGE Office Hours schedule through March 2024.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">1\/25\/24: Added section for page revisions. Added escalation process and award data\/reporting FAQs. Added note about recently updated resources to the top of the page.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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\/7\/25:&#8230;<\/p>\n<div><a class=\"more\" href=\"https:\/\/www.washington.edu\/research\/workday-finance-research\/\">Read more<\/a><\/div>\n","protected":false},"author":58,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/page-builder.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-42070","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workday Finance &amp; Research - UW Research<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.washington.edu\/research\/workday-finance-research\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workday Finance &amp; Research - UW Research\" \/>\n<meta property=\"og:description\" content=\"This page brings together information and resources to help the UW research community navigate the July 2023 transition to Workday Finance. 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