Finding the Default Fund, Cost Center & Function for a Worktag

How to find the Fund, Cost Center, & Function for your Worktag

In Worktag we use “Driver Worktags”, this is the group name for Projects, Grants and Operating Accounts. A specific “Driver Worktag” is used on most transactions within Workday. The term “Driver Worktag” is used because by selecting a Project, Grant or Operating Account there are default related worktags attached to the transactions to help with appropriate accounting. The related worktags that by default when a “Driver Worktag” is used are the Fund, Cost Center, and Function. These related worktags are defined for each Project, Grant, and Operating Account within Workday, to find out what the default values for your worktag are, follow the instructions below.

To find the related worktags for a single Project, Grant or Operating Account.

  1. Log into Workday via mymines.edu
  2. Navigate to the search bar and type in the 6-digit number for the Project, Grant, or Operating Account.

  1. Select the worktag from the search results screen. 

  1. Scroll down on the worktag summary page to a section titled “Related Worktags”, this may be farther down the summary page for Projects and Grants than it is for Operating Accounts. In this section you will see a table that shows the Allowed and Default Worktags- only refer to the Default Worktag column.

To find the related worktags for multiple Projects, Grants or Operating Accounts

  1. Log into Workday via mymines.edu
  2. Navigate to the search bar and type in the following based on the type of Driver Worktags you want to review.
    1. FDM Data Validation – GRANTS - Internal
    2. FDM Data Validation – PROJECTS - Internal
    3. FDM Data Validation – OPERATING ACCOUNTS - Internal

  1. Select the correct report and a new screen will open with a list of all the Grants or Projects or Operating Accounts. You can filter these lists by the Reference ID in the first column which is the Worktag# and then in the columns on the right you will see one for Default Cost Center, Default Function, Default Fund. Like the summary screens you can ignore the “Allowed XXX” columns. Note, each of the reports are organized differently so the columns will not be the same, but all will have columns for the default Fund, Cost Center and Function.

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