Workday Grants Role Matrix

Below is a matrix with the Grants-related roles available in Workday.  ORA provides these with the support of the Workday ERP team as a tool to aid you in reviewing and managing your grants within Workday.  In the matrix is a link to how you can request changes to any of the roles.  For any questions or comments, please reach out to your ORA Departmental Contact, or email us at: ORA-SI@miami.edu.

Role Name
Role Description
Can this role see compensation?
Level of Role Assignment
Caveats
Role Requests
Managed By
Cost Center Sponsored Programs Manager (CCSPM)
Role can approve several Workday Finance business processes for assigned Cost Centers The CCSPM can view pay details for employees assigned to the CCSPM’s Cost Center Cost Centers or Cost Center Hierarchies In Workday, this role does not automatically see details on Driver Worktags (this visibility requires additional roles). Data visibility in BI does not require additional roles. ERP https://my.it.miami.edu/wda/erpsec/wd-forms/WD-Security-Role-Request-Form---ApproverRoles.pdf
Principal Investigator (PI)

Role can approve purchase requisitions, change orders, ad hoc payments, check requests, PCard reconciliations, expense reports, and Internal Service Delivery (ISD) Documents that include a Grant driver worktag

Yes Awards and Grants Role is assigned by Office of Research Administration (ORA) at time of Award Creation. If a change is needed, it will need to be reviewed and approved by ORA to determine what actions are to be taken. ORA (PCRFS)
http://www.ora.miami.edu/_assets/pdf/ora-forms/pcrf-s.pdf
Grants Manager

Role approves Supplier Invoices for subawards for assigned organizations

No Grants Role is assigned by Office of Research Administration (ORA) at time of Award Creation. Assigned to CCSPM by default. ORA
https://rrs.miami.edu/rdPage.aspx?rdReport=WDRoles.RoleRequest
Grant Financial Analyst

Role provides access to reports secured by Grant role

The Grant Reviewer can only view pay details if he/she also holds the FR role, or is also a CCM, or SBM Grants Role is assigned upon request.

ORA
https://rrs.miami.edu/rdPage.aspx?rdReport=WDRoles.RoleRequest

Grant Reviewer

Role provides access to reports secured by Grant role

The Grant Reviewer can only view pay details if he/she also holds the FR role, or is also a CCM, or SBM Grants Role is assigned upon request. ERP https://my.it.miami.edu/wda/erpsec/wd-forms/WD-Security-Role-Request-Form---InitiatorReviewerRoles.pdf
Award Analyst
Role provides ability to view and access information on assigned Awards, reports secured by Award role and receive Award Tasks or related notifications, as applicable No Awards Will not provide visibility to Grant-based reporting. ORA 
https://rrs.miami.edu/rdPage.aspx?rdReport=WDRoles.RoleRequest