Principal Investigator Workday Finance Resources
When Workday Finance replaces Oracle as UVA's financial system of record on July 5, you will experience changes to the way you do some common financial tasks. We have prepared the guidance below to assist you with the transition so you can focus on your research without undue interruption.
PI Reference Guide
The guide linked below is designed to provide general guidance, best practices, and key resources for Principal Investigators (PI) in Workday.
There are two types of PI roles: Lead Principal Investigator and Principal Investigator. Lead Principal Investigators are primary investigators for assigned awards while Principal Investigators are assigned at the grant level and are responsible for the approval of sub-award invoices. The reference guide enables you to better understand how to view award details, approve sub-award supplier invoices, set up delegations, access reports, report functionalities, & the grant admin dashboard.
Training Resources
Faculty can take advantage of these self-paced courses:
- Reporting in Workday – reporting functionality in Workday and key dashboards (coming soon!)
- Introduction to Workday Financials (foundational knowledge)
- Expense Reports (for Employee as Self)
- Purchase Requisition – Employee as Self (for Employee as Self)
When searching for training in Workday Learning, use the "Browse Learning Content" option from the menu on the left. You can see helpful screenshots and a step by step guide for this in the Enroll and Register for Workday Finance Courses Quick Reference Guide.
See all training resources on the Workday Finance Training page.
General Quick Reference Guides are available:
- Workday navigation
- Delegation in Workday
- Approvals in Workday
- Reporting Functionality in Workday
- Grants Management Dashboard
You can view all Quick Reference Guides on the Workday Finance Training page.