Grant Manager Dashboard Setup

The Grant Manager Dashboard provides real‑time insight into grant funding, tasks, purchases, and award activity. Access depends on your assigned Workday security roles.

Question

• How do I set up and access the Grant Manager Dashboard in Workday?

Answer

Answer

The Grant Manager Dashboard provides real‑time insight into grant funding, tasks, purchases, and award activity. Access depends on your assigned Workday security roles.

Required Workday Roles

To view the Grant Manager Dashboard, users must have security roles for Grant Company Reporting (Company), and at least one of the following Award/Grant roles:

• Award Contract Specialist
• Award Billing Specialist
• Sponsored Programs Manager
• Award Contract Analyst
• Grant Manager
• Lead Principal Investigator (PI) or PI

Steps to Add and Access the Dashboard

1. In Workday, open the Menu in the upper left corner.

2. Select Add Apps.

3. In the search bar, type Grant Manager.
4. Click the plus (+) icon next to Grant Manager.
   • Do NOT select “Grants Management” — this will not provide the correct dashboard.
5. The Grant Manager app will now appear in your Workday Apps list.
6. If you have access to ALL company funds for payroll, you must sort by your company each time you open the dashboard.
7. The dashboard contains five primary reports with charts:
   • Expenses by Grant
   • Portfolio of Awards
   • Portfolio of Grants
   • My Awards Expiring in 90 Days
   • Award Tasks
8. Additional report lists display on the right-hand side of the dashboard, depending on your security:
   • Award
   • Award Tasks
   • Award Proposal
   • Sponsors
   • Award Billing
   • Award Budget
   • Sub-recipients
   • Misc
   • Effort*

*Training on Effort is not yet available, and the Effort module cannot be used to make payroll adjustments.

Troubleshooting

1. Dashboard not appearing?
   Confirm you added Grant Manager (not Grants Management) under Add Apps.
   Verify you have the required Workday roles listed above. You may contact the Budget Office to confirm.

2. Missing reports or data?
   Report visibility is controlled by your security roles. Check
   Check whether you have access to the specific company or grant.

3. Sorting required every time?
   Users with access to multiple companies must sort by company manually each visit.

Next Steps

You are now ready to begin using the Grant Manager Dashboard to monitor your awards, track spending, and review tasks.

Learn More

Need additional information or assistance? Search our Service Catalog, email grants@winona.edu, or call 507.457.5519.

WSU Grant & Research Services
Winona | Maxwell 155
Email
507.457.5519