We’d like to ensure you are aware of a key resource available to you in Workday: the Principal Investigators and Grant Managers Dashboard. You can use this dashboard to quickly access key reports and tasks to help you manage your grants effectively.
What is in the Principal Investigators and Grant Managers Dashboard?
This dashboard acts as a centralized location consisting of worklets that enable you to view reports concerning your grants in their entirety or as portions. The dashboard displays key tasks and reports for:
- Portfolio of Awards
- Portfolio of Grants
- Expenses by Grant (Life to Date)
- Budget to Actuals
- Subawards
- Award Tasks
- Accounting Reports
The dashboard is intended to improve the user experience by bringing grants information into one consolidated place in Workday.
How to Use the Principal Investigators and Grant Managers Dashboard:
Please review the Principal Investigators and Grant Managers job aid, which contains:
- Step-by-step instructions on how to access the dashboard and add the dashboard to your Workday menu for future ease of access
- Guidance on how to view and navigate the dashboard
- Instructions on how to change the layout of your dashboard worklets, if needed
- The job aid also describes limitations of the dashboard for individuals with access to a large portfolio of grants