Search This Site

Frequently Asked Questions

The questions below were raised at Fiscal Administrators meetings and in other stakeholder interactions.  We've organized them into broad categories for your convenience.  You'll note that some of the questions have yet to be answered.  Our aim is to continually update the questions asked, even when answers are unknown or incomplete, to maintain transparency and so you know the questions are on our radar.  

Have a question not shown here?  Please share it with us at or via the feedback form in the upper right of this page!

Last updated June 30, 2020, 9:45 am (Note:  Construction on this page is just beginning -- check back soon as we post answers in place of all those "TBDs" you see below!)

Reporting & Analytics

Q. How will Workday Financials affect financial reporting for grants?

Q. How much will reporting tools change? Will there be something similar to what we use now or will Workday have it's own?

Q. How will reporting work with data from two different systems?​​​​​​​

Communication and Feedback

Q. How can I be added to relevant Workday communication channels? 

Q.  What are opportunities for giving feedback? Who do I talk to if I have questions? How do I get closure to my question?


Q. What will the Workday workflow be for cost transfers? ​​​​​​​


Q: What will the Workday approval flow be for requisition and expense approvals?

Q.  Will Workday allow for 2 approvers? For example: on grants for Engineering School, the shopper forwards to department approver and forwarded to our team for review on grants and approve. Will that be possible in the future?

Q: Will departmental buyers have the ability to self approve?

Q: Will Departmental/Divisional routing allow for purchasing requests to be reviewed prior to expenditures being done? Many requestors do not know what is allowable on a grant and if funds remain.


Q: Are there indications that Recon@ may be eliminated and reconciling will be included in approvals?

Financial Data Model (Chart of Accounts)

Q: What does it mean that work tags will be operational and not accounting tags?

Q. When will details be released re: how and when PTAO's will be converted to the new cost center structure?

Q.  How much will the new PTAO structure change and how it will impact current systems in use? For example, IT has a system for tracking IT services and our department has an OTS that will be impacted.

Q: How will we produce meaningful analysis if there’s a change with the PTAEO?

Legacy System

Q: What is the plan for retiring legacy systems? Will we still have access to retired systems post-go-live?

General Project Questions

Q.  Since the new budget tool is being piloted already, will it be bundled with the Workday finance go live, or might it go live earlier?​​​​​​​