What to expect, how to pull expense activity from Workday, how to handle deficits and more.
Diagrams for Find Journal Lines and the Balance Reports.
For information regarding outreach for Projects currently in deficit, how to resolve deficits and common scenarios.
Information on how to use either the Balance Reports or Data Validation Reports within Workday to identify all Grants, Projects, and Operating Accounts with the same Project Approver, Principal Investigator, and or Operating Account Manager.
Instructions to find the default related worktags (Fund, Cost Center, and Function) for a "Driver Worktag" (Project, Grant or Operating Account).