Resources

See this spreadsheet for Gift Attribute Types.

This document gives the basics of designated worktags.

A Cost Center (CC) is an area within a school/unit that owns a subset of revenues and/or expenses. They report funds available and manage multiple fund sources. The legacy Oracle term Organization most closely translates to Cost Center in Workday Financials terms, but some schools and units have broken their organizations into smaller section to take advantage of Workday's increased cost center functionality. Therefore, you may find that one Oracle org is split into multiple Cost Centers in Workday Financials.  

Here are some things to consider when creating a Cost Center:

This document gives summaries, examples, and max field lengths for all FDM Worktags

These slides illustrate the basics of the FDM

This reference document contains some of the most common scenarios for function use. Function classification guidelines and examples with the purpose of establishing consistent function worktag usage across UVA Schools and Academic Departments.

How do I clear obligations?

The UBI & Workday Reports Inventory provides an overall list of commonly used financial reports broken out by category. The table includes the name of the report, report type, description, purpose, and key outputs (does not reflect all fields in the report). Use the table of contents below to control + click to find the type of report you are looking for! *Please note this is an initial list of reports as this inventory will continue to be expanded and updated to include new reports that come available.

Stakeholders can use this Cheat Sheet to determine which course(s) will best address their Workday Financials questions. These courses are available as self-paced training and can be searched by title in Workday Learning.

The Decision Tree maps out corrections paths for certain tasks. See file at the bottom of the page for a graphic decision tree.

Workday tasks used to correct the FDM worktags on posted transactions

Internal Service Delivery:

Stakeholders can use this Cheat Sheet to determine which session(s) will best address their Workday Financials questions. As Office Hours continue in October, please continue to socialize the Office Hours schedule, Zoom links, and this Cheat Sheet resource to users across Grounds

October drop-in office hours for discussions related to Workday Financials.

Training for Adaptive Planning is available now in Workday.  This 45-minute training is online and on-demand.   If the training has been assigned to you, get in there and get it done before launch!

More training resources are available on the Workday Financials Training page (look for Budget/Adaptive).

There is some confusion around data found in UBI and Adaptive Planning. Sometimes the numbers in each system don’t match up, so people are wondering what the source of truth should be when this happens and if there is any value in trying to reconcile the numbers.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps on how to find and view the payment status on a supplier invoice. This may be helpful in order to determine if the supplier invoice has been paid or not in Workday.

Workday Reporting provides real time, drillable data where you can have everything in one place. There are various types of reports that you can in order to find the information that you need. As you navigate through reports, check out the following resources and information to help set you up for success!