Principal Investigators
The Principal Investigators Landing Page in Workday provides PIs with comprehensive reporting for their awards. PIs can view their Grant Portfolio and their detail reports by Grant. Smart Tips within the report are available with WalkMe.
To access the Landing Page, log into Workday here. Type and select Principal Investigators in the Workday search bar.
| Report Name | Prompts | Description | ||
|---|---|---|---|---|
| Grant Portfolio Tab | ||||
| Status Summary by PI for Direct Costs - Workbook Version | None required for PI. Report defaults to Awards for current PI and current Fiscal Period. | Summary of direct costs per grant or award. Includes budget entered in Workday, actual spend, and remaining balance. | ||
| VU Grant - Workbook Version | None required for PI. Report defaults to VU Grants for current PI and current Fiscal Period. | Summary of direct costs by VU grant. Includes budget entered in Workday, actual spend, and remaining balance. | ||
| Effort Trend for Principal Investigators | None required for PI. Report defaults to Awards for current PI and current Fiscal Period. | Displays 100% of the PI's effort for the last 12 periods. Note that the last period displayed is the last closed period. | ||
Detail by Grant Tab | ||||
| CR Fin - Budget vs Actual for Grant or Award | Grant number or name, and fiscal period (defaults to current) | Budgeted costs compared to actual spend per grant or award, displayed by direct cost category. Report also displays total direct and indirect costs for grant or award. | ||
| Effort Trend for Principal Investigators | Grant number or name, and fiscal period (defaults to current) | This report displays the effort for staff and faculty charging effort to the grant(s) selected in the report prompt. The effort percentage displayed is summarized by fiscal period Biweekly payrolls will be averaged. | ||
Detail for VU Grants Tab | ||||
| CR Fin - Budget vs Actual for VU Grant | VU Grant number or name Fiscal period (defaults to current) | Budgeted costs compared to actual spend per VU grant, displayed by direct cost category. Report also displays total direct and indirect costs for VU grant. | ||
| Effort Trend for Principal Investigators | VU Grant number or name Fiscal period (defaults to current) | This report displays the effort for staff and faculty charging effort to the VU Grant(s) selected in the report prompt. The effort percentage displayed is summarized by fiscal period Biweekly payrolls will be averaged. | ||