Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Templates for Award Task Lists

Create Templates for Award Task Lists

  • Create:
    • Award task types.
    • Award schedules.
  • Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
Award task list templates enable you to create lists of award tasks to meet the reporting requirements of a sponsor, award type, or purpose code. You can:
  • Schedule task milestones for particular dates and posting intervals.
  • Enable task milestones to reoccur during the life of the award.
  • Use templates during task creation to generate tasks in multiple task lists.
  1. Access the
    Create Award Task List Template
     task.
  2. As you complete the
    Valid for
     section, consider:
    Option Description
    Award Posting Interval Group
    To use this template on awards that have a specific posting interval group, select that posting interval group. To use this template on multiple awards with different posting interval groups, don't select any posting interval group. When you create an award task list from this template, Workday generates the reoccurring tasks across the posting interval you select.
    Closeout Template
    Select this check box to dedicate the template to only closeout tasks.
    Workday recommends that you create separate templates for closeout and noncloseout tasks, and use both templates to create your award task lists.
  3. (Optional) In the
    Award Task Template
     section, add the award tasks required for the sponsor, award type, or purpose code.
    As you complete each task, consider:
    Option Description
    Task Type
    Select from the list of award task types you created when you set up the award tasks.
    Closeout Task
    You can define a task as a closeout task in the award task type.
    Role
    Select the roles that can complete the task in the awards.
    Due Date, Start Date, End Date
    Select a date for the task relative to the anchoring period.
    To ensure that your report is complete before it's due, always set the due date to be later than the end date.
    Example:
    To generate a report that:
    • Starts 10 days before the beginning of the award schedule.
    • Ends on the last day of the award schedule.
    • Is due 1 month after the award schedule ends.
    Set:
    • Due Date: 1 month after the end of the award schedule period.
    • Start Date: 10 days before the beginning of the award schedule period.
    • End Date: On the day of the end of the award schedule period.
When you create an award task list from this template, Workday copies all the tasks from the template into the award task list, and calculates the actual dates. You can delete tasks you don't need and make other edits to suit your reporting needs.
When you specify relative dates, you enable auto-generation of actual dates for all relevant years. If a five-year award requires an annual progress report, Workday generates 5 tasks on the award task list from the first task you enter on the template.