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The Projects Workday Training Pathway is intended to support employees by providing an overview of several Projects-related processes, tasks, and actions. To enroll in this Pathway on Workday Learning:
- Navigate to the Projects Training Pathway program.
- Select Enroll.
Note: All prior completion of lessons and courses count toward requirements for completing this program, but you may re-access all completed training as desired.
Materials in this training pathway include step-by-step instructions of several commonly used processes via the following job aids:
- Project Management
Explains how Business Asset Accountants and Project Managers can verify capital project expense and run project management reports.
- Projects for Creators
Explains how Project Administrators and Project Creators can create, edit, and view Projects.
- Create Capital Project Budget
Explains how Project Creators and Project Administrators can create a Capital Project Budget.
- Funding Sources
Explains how project financial analysts can create, process, and reclassify funding sources in Workday.
- Project Hierarchy
Explains how a Project Administrator and Project Hierarchy Manager can create a project hierarchy.
- Managing Organizations and Grant Hierarchies
Explains how those holding the security roles of Project Administrator and Project Hierarchy Manager can manage grant hierarchies in Workday.
- Top FIN Reports
Provides descriptions of the following frequently used Finance reports:
- Bank Reconciliation Detail Report
- Customer Payments Requiring Actions
- Find Requisitions
- My Requisitions Report
- RPT012 BUD OPERATING BUDGET TO ACTUALS EXPINDITURES REPORT
- RPT014 GRANT Grant Budgets Report
- RPT092 FIN Income Statement Management View
- RPT216 EXP Expense Report for Print - Report Design-Updated (FSU ONLY)
- RPT269 Budget to Actuals Project
- RPT360 PAYACT Payroll Accounting Distribution Report - Flattened
- RPT091 Balance Sheet Management View
- RPT394 Federal Work Study Award to Actuals