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Finance Posts

New FDM Dashboard Now Available in Workday

April 7, 2023
We are pleased to announce that the Foundation Data Model (FDM) Dashboard is now available for Workday users. The FDM Dashboard allows users to review information regarding specific financial worktags for topics such as: Financial Initiative/Activity, Gifts/Grants, Projects, Funds/Programs, Designations and Cost Centers/Divisions. The FDM Dashboard knowledge article provides information on how to access and…

Gift Compliance Approval Now Automated in Workday

February 15, 2023
Starting February 20, gift compliance approval will be automated in Workday. This will ensure that donor intent is verified at all dollar amount levels during the submitted system business process. The approval step will be applicable to all gifts and viewable in your Workday My Tasks (Inbox). This automated gift manager approval step impacts the…

New & Revised Finance Knowledge Articles

January 25, 2023
Announcement on behalf of Kim Banks, Senior Assistant Vice President of Budget Planning and Analysis, and Danta White, Senior Assistant Vice President and University Controller Financial Affairs is pleased to announce the availability of a new finance knowledge article that outlines the steps for recording refund and reimbursement checks using the Workday Record Cash Sale…

Adaptive Planning Training Now Available

October 25, 2022
Adaptive Planning training options are now available! Training is designed for budget directors, budget managers and budget analysts to better assist with annual forecasting and budgeting processes in preparation for the relaunch of Adaptive Planning on October 27. The following training is now available: Live Demonstrations: Live demonstrations of specific tasks are being held virtually…

Shipping Location Modifications in Workday

October 14, 2022
This communication is to inform you of an important modification in the “Ship To” field (as of October 2022) when creating requisitions in Workday that will facilitate accurate and timely deliveries. When creating a requisition, users will be prompted to choose the appropriate room and/or building for a package to ship to or the location…