Grants Management

In this series, we provide product demonstrations and review the configuration necessary to enable these features in your tenant.

Review these videos to learn more and see configuration steps in action:

Award Lifecycle

Get an overview of the Award lifecycle in Workday from proposal to close out and learn about the anatomy of an award, the delivered dashboard, and reports designed to help you manage awards for your organization.

Award Tasks, Task Lists and Templates

In this video, we demonstrate how you create award tasks to help track and manage award contract obligations. We show you how you can configure your tasks to assign roles, set due dates, monitor status, and add attachments and much more!

Award Close Out Tasks

In this video, we demonstrate how you can create an award task checklist to track the close out tasks for the final stages of an award.

Award Billing Milestone Tasks

Learn how to streamline billing by designating award tasks as billing milestones, allowing you to invoice sponsors for installments when award tasks are completed.

Award Credits

In this video, we demonstrate how you can allocate credit to multiple worktag types on the award and award proposal for reporting and analysis.  

Award Billing

Get  an overview of award billing and see a demonstration of the flexibility in meeting sponsor billing requirements by enabling you to track award costs and invoice sponsors based on unique billing schedules.

Eligible Investigator

In this Next Level series, learn about the eligible investigator feature for Workday Grants. The eligible investigator is a type of role for individuals on awards and grants that is based on person, and not position. This series covers how it operates differently from the standard position-based role assignments, which role assignments can be configured to use eligible investigators, how to configure an eligible investigator, and how to update your current position-based role assignments for research roles on your awards, grants, and grant hierarchies. 

Salary Over the Cap

In this video, we cover how Salary Over the Cap works with Workday Grants Management and Payroll. We demonstrate how you define a limit, assign to an award line, run Payroll to automatically calculate under or over cap amounts, and assign alternative costing.