Glossary of Terms
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Session 1 - Introduction to Workday Grants Management and Grant Lifecycle
Session 2 - Foundation Data Project Funding Period and Sponsor Details
Session 3 - Funding Concepts Award Management and Budget Allocation
Session 4 - Regulatory Requirements and Compliance Tracking Process
Session 5 - Cost Sharing and Financial Management Concepts
Session 6 - Financial Performance and Compliance Report Analysis
Session 7 - Pre Award Proposal Review and Post Award Lifecycle
Session 8 - Grant Hierarchy Security Roles and Role Assignments
Session 9 - Proposal Approval and Award Lifecycle Processing
Session 10 - Budget Check Supplier Invoice and Payment Workflow
Session 11 - Sponsor Types and Sponsor Information Configuration
Session 12 - Fund Types Fund Hierarchy and Configuration Process
Session 13 - Facilities Administration and Indirect Cost Recovery
Session 14 - Revenue Recognition Billing Frequency and Installments
Session 15 - Award Closeout Deliverables and Lifecycle Status
Session 16 - Custom Reports Reporting Security and Data Access
Assessments
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Assessment - 1. Workday Basic Introduction
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Assessment - 2. Organizations and Work Tags
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Assessment - 3. Financial Accounting Setup
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Assessment - 4. Account Posting Rules
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Assessment - 5. Security and Business Process Overview
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Assessment - 6. Grant Management
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Assessment - 7. Grant Management Configuration
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Assessment - 8. Award Life Cycle Tasks
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Assessment - 9. Award
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Assessment - 10. Sponsor
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Assessment - 11. Funds
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Assessment - 12. F&A Facilities and Administration Award Cost
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Assessment - 13. Award Revenue Recognition
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Assessment - 14. Award Close Out
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Assessment - 15. Workday Reporting
Assignments
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Assignment - 1. Workday Basic Introduction
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Assignment - 2. Organizations and Work Tags
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Assignment - 3. Financial Accounting Setup
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Assignment - 4. Account Posting Rules
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Assignment - 5. Security and Business Process Overview
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Assignment - 6. Grant Management
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Assignment - 7. Grant Management Configuration
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Assignment - 8. Award Life Cycle Tasks
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Assignment - 9. Award
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Assignment - 10. Sponsor
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Assignment - 11. Funds
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Assignment - 12. F&A Facilities and Administration Award Cost
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Assignment - 13. Award Revenue Recognition
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Assignment - 14. Award Close Out
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Assignment - 15. Workday Reporting
Lab Activity
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Lab Activity - 1. Introduction
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Lab Activity - 2. Grant Configuration
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Lab Activity - 3. Award Setup
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Lab Activity - 4. Grant Security
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Lab Activity - 5. Grant Awards
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Lab Activity - 6. Cost Processing
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Lab Activity - 7. Effort Certification
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Lab Activity - 8. Regulatory Requirements
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Lab Activity - 9. Compliance Tracking
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Lab Activity - 10. Grant Budgets
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Lab Activity - 11. Cost Sharing
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Lab Activity - 12. Grant Reports
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Lab Activity - 13. Compliance Reports
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Lab Activity - 14. Set Up Grants
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Lab Activity - 15. Create Grants
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Lab Activity - 16. Mass Exempt Grants from Reprocessing Award Costs
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Lab Activity - 17. Create Grant Hierarchies
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Lab Activity - 18. Create Grants
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Lab Activity - 19. Set Up Award Lifecycle Statuses
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Lab Activity - 20. Create Award Lifecycle Status Update Rules
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Lab Activity - 21. Schedule Mass Updates for Award Lifecycle Statuses
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Lab Activity - 22. Set Up Awards
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Lab Activity - 23. Manage Awards
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Lab Activity - 24. Create Awards
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Lab Activity - 25. Create Award Billing Sequence Rule
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Lab Activity - 26. Amend Awards
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Lab Activity - 27. Correct Awards
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Lab Activity - 28. Create Sponsor Types
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Lab Activity - 29. Set Up and Manage Sponsor Information
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Lab Activity - 30. Steps Set Up Funds
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Lab Activity - 31. Create Fund Types
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Lab Activity - 32. Create Fund Hierarchies
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Lab Activity - 33. Create Sponsored Funds
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Lab Activity - 34. Manage Facilities and Administration Costs
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Lab Activity - 35. Create Facilities and Administration Rate Agreements
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Lab Activity - 36. Create Facilities and Administration Cost Basis Types
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Lab Activity - 37. Allocate Facilities and Administration Revenue
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Lab Activity - 38. Schedule Revenue Recognition for Awards
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Lab Activity - 39. Generate Accounting for Revenue Recognition Installments
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Lab Activity - 40. Run & Copy a Standard Report
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Lab Activity - 41. Create Custom Dashboards
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Lab Activity - 42. Set Up Custom Dashboards
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Lab Activity - 43. Create Custom Report (Type=Simple)
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Lab Activity - 44. Scheduling Reports
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Lab Activity - 45. Create Matrix Report
Capstone Projects / Case Studies
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Capstone Project - 1. Award Closeout, Final Billing & Compliance Reporting
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Capstone Project - 2. Cost-Reimbursable Sponsor Billing & Revenue Recognition
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Capstone Project - 3. Federal Research Grant Award Setup & Post-Award Management
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Capstone Project - 4. Indirect Cost, F&A Rate, and Effort Certification Automation
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Capstone Project - 5. Multi-Funder Award Budgeting & Subaward Spend Management
Sample Resumes
Interview Questions
Prepare your Resume
Prepare your Linkedin profile
Final Quiz
