Division of Research

Manage Grants in Workday

How to Access Dashboard

Access to the Workday Grants Management dashboard is based on your assigned award roles. To access the dashboard and view reports:

  1. Log into Workday with your Brown credentials.
  2. Click the Grants Management icon.
  3. Click View Reports. Reports will render based on your role associated with the respective award or award line. 
  4. To narrow or filter your results, prompt for a specific award group for a principal investigator (PI) or Co-PI.
  5. To filter on an award group: 
    • Select the gear icon on the report and choose Edit Settings from the dropdown list. 
    • In the Edit Worklet Settings screen, type the name of the award group you would like to filter on. The name of the award group will appear.
    • Select the award group and click OK. 
  6. Reports will render based on the selected award group. 

If there are any questions or issues regarding the dashboard, please submit a Workday Grants Management ticket via the Office of Information Technology (OIT) Service Center.

Grants Management Reports [Google Slide]

Available Reports

Users can access a number of reports on the Grants Management Dashboard in Workday, including the following:

  • Portfolio of Awards
    • Includes a financial summary for each of your active awards
    • Provides award attributes; e.g., sponsor, title, start and end dates
    • Includes project to date expenditures, outstanding obligations, and balances
  • Awards Expiring in 90 Days
    • Provides a list of any of your awards expiring within the next 90 days
    • Includes project to date expenditures, outstanding obligations and balances
  • Positions Currently Funded by Your Awards
    • List of all employees currently funded by your awards
    • Includes award funding the employee and percentage of salary allocated to the award
  • Sponsored Award Budget to Actual (includes all awards)
    • Consolidates budgets and expenses for all your active awards
    • Summarizes activity by ledger account (e.g., faculty and staff compensation, student support, operating expense and indirect costs)
    • Includes both fiscal year and project to date expenditures, outstanding obligations and balances
    • Provides ability to select an individual award

Please contact your grant and contract accountant with questions on transactions and award balances.