Once you have successfully gotten Workday access, you can log in.
Adding a Dashboard to Your Workday Menu
From your Workday welcome page, select Menu in the upper left corner of the page.
Select Add Apps at the bottom of the Menu.
Type Miami Financial Information in the Search bar and select the plus (+) sign next to the dashboard title.
The dashboard is now added to your menu. Select Back to Menu, and the dashboard should now appear.
Viewing Grant Financial Information in Workday
From your Workday welcome page, select Menu in the upper left corner of the page.
Select the Miami Financial Information Dashboard from your list of apps. If the app does not appear in your list, please refer to the instructions, “Adding a Dashboard to Your Workday Menu.
Once the dashboard appears, select the report MU Grant Summary with Current Period and Life to Date Actuals.
The report prompts will default to display the most recent values available. If you want to view a current balance from the beginning of the grant through today, leave the prompts as defaulted and enter the grant worktag you want to view in the Grant prompt. Select OK.
INFO: If you're unsure of the grant worktag, you can search for grants in the Grant prompt by Principal Investigator name, grant title, or previous Banner fund number.
INFO: You can enter multiple grants in the Grant prompt, and the report will display additional rows for each grant entered.
Once the report displays, you should see the grant title in the leftmost column with the following information displayed in table format.
The Primary Investigator is the lead Principal Investigator associated with the grant.
Current Period Expense/Transfers Out displays the expenses for the current accounting period/calendar month.
Life to Date Expense/Transfers Out displays the expenses for the whole life of the grant, from the start date through today.
Life to Date Commitments displays processed requisitions.
Life to Date Obligations displays processed purchase orders.
The available balance displays the value Budget – Life to Date, Expense – Life to Date, Commitments – Life to Date, Obligations. This is the remaining balance on your grant for the period selected in the report prompts.
If you want to view details, select the arrow next to the grant title. You can further expand the categories that display by selecting the arrow next to each category title.
Select any of the values in the Expense, Commitment, or Obligations columns to view more information. A pop-up window will display with a list of transactions for that category.
