Principal Investigator (PI) Resources

This page is specifically for Principal Investigators (PIs) and contains information specific to the PI role. Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in Workday.
 
If you need additional assistance, please contact the UMIT Service Desk: (305) 284-6565 or help@miami.edu.

Last Updated: 05/29/2020 


Tip Sheets  Recommended Training  Reports  Additional Resources   

 

Tip Sheets

Business Process Description Audience Tip Sheet
Approvals Learn how to access and complete your approval tasks. Manager, HR Roles, Finance Roles
Business Process Notification Preferences Learn how to change email notification delivery preferences for business processes (e.g. payroll and direct deposit changes) Employee
Financial Data Model (FDM) Learn about Workday's Financial Data Model (FDM), a multi-dimensional data structure used for accounting and financial reporting. All roles
My Awards Portfolio Dashboard Learn about the My Awards Portfolio dashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.Learn about theMy Awards Portfoliodashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.Learn about theMy Awards Portfoliodashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.Learn about theMy Awards Portfoliodashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.Learn about theMy Awards Portfoliodashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.Learn about theMy Awards PortfoliodasN/Ahboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals. Cost Center Manager, Cost Center Sponsored Program Manager, Co-Principal Investigator, Grant Manager, Grant Reviewer, Principle Investigator
Principal Investigator (PI) Navigation Learn how to delegate a task, approve/review inbox items, and change your business process notification settings. PI Roles
Search Learn about Workday's search bar, which is visible and available on every page. Employee

 

Recommended Training

To register for Workday's curriculum (mixed – both instructor-led training (ILT) and computer-based learning (CBL) courses available), log into ULearn and search by the complete course name:

Course Title Description

Workday Financial Data Model (FDM) CBL 

This one-hour CBL provides a basic understanding of the new Workday FDM dimensions, describes key concepts of role-based Workday financial reports, and demonstrates accessing information about Workday.
Workday Finance: Ask the Experts Webinar – Grants (September 2018)

This one-hour recorded webinar covers:

  • New Workday UI
  • Award Transaction Audit Report
  • FAQ’s
  • Support Resources
Workday Finance for PIs

This 45-minute recorded webinar provides an overview of award and grant information in Workday for Principal Investigators (PIs). Topics covered include:

  • Navigation in Workday
  • Award and Grant Lifecycle in Workday
  • New Workday Terminology
  • Using Grants in HCM/Payroll Transactions
Workday Foundational Concepts CBL This one-hour CBL is highly recommended to gain an understanding of basic Workday concepts prior to attending your first Workday Finance instructor-led training session.


Reports

The My Awards Portfolio Dashboard provides a complete solution to Awards tasks. PIs can view aggregated award data and an overview of research reports in one easy location. This dynamic update facilitates the retrieval and analysis of University research portfolios. To learn more, view the My Awards Portfolio Dashboard tip sheet.


Additional Resources

Resource Description
FRS Conversion Tool The FRS/FDM Conversion Tool searches for matching dimension(s) between FRS and Workday Financial Data Model (FDM) value(s). Click on the button to access the appropriate Conversion Tool.
Workday FAQs

Access answers to frequently asked questions about Workday.

Workday Glossary Browse the glossary to become familiar with Workday terminology.