Reference: Award Lifecycle Tasks

The award lifecycle consists of pre-award and post-award phases.

If your company captures the award proposal in Workday, you can access these tasks in the pre-award phase. If your company only captures the award details in Workday, you can access these tasks in the post-award phase:

Task	Description	Security
Maintain Award Purpose Codes	Define codes that explain the purpose or focus of an award.	Set Up: Grants Management domain in the Grants Management functional area.
Create Sponsor	Create individual or organizational sponsors to manage your awards. The sponsor profile gives you a comprehensive, actionable view of information on your sponsor, including: Awards Invoices Payments Reports	Set Up: Sponsor domain in the Grants Management functional area.
Create Award Schedule	Create and edit schedules for the years and fiscal periods applicable to the award.	These domains in the Grants Management functional area: Manage: Grant Proposals Process: Award - Core
Maintain Award Attachment Categories	Create document categories to assign to your attachments on awards. Categories enable you to identify documents by type when you review an award.	Set Up: Grants Management domain in the Grants Management functional area.

Pre-Award Setup

You can access these tasks to capture the award proposal details:

Task	Description	Security
Maintain Award Proposal Lifecycle Statuses	Define lifecycle statuses that designate the state of your award proposal.	Set Up: Grants Management domain in the Grants Management functional area.
Maintain Award Proposal Submission Types	Define submission types to identify the status of your submitted proposal, such as new or renewal.	Set Up: Grants Management domain in the Grants Management functional area.
Create Proposal Grant	Create a grant that you can associate with your proposal. You need a proposal grant to record the proposal budget.	Manage: Grant Proposals domain in the Grants Management functional area.
Create Award Proposal	Record and track information on the award proposal, such as: Sponsor payments. Opportunity details. Proposed funding. Award proposal schedule. Percentage committed effort by project personnel. Special conditions required by the sponsor. Status of the submitted proposal throughout the grant management lifecycle.	Configure the Award Proposal Event business process and security policy in the Grants Management functional area.
Create New Award from Proposal	Once you create an award proposal, you can: Create an award directly from a proposal in approved status. Workday transfers shared information to the corresponding fields on the award lines. Associate the new award with additional related proposals, such as funding supplements.	Process: Award - Core domain in the Grants Management functional area.

Post-Award Setup

You can access these tasks to capture the award details:

Task	Description	Security
Create Grant	Create a grant to use as a worktag on an award to: Charge against a grant on a purchase order. Recognize revenue on the award. Charge finance and administrative expenses to the award. Workday uses grants as the primary cost and revenue collector for an award.	Set Up: Basic Grant Worktag domain in the Common Financial Management and Worktags functional areas. Set Up: Grants Management in the Grants Management functional area. Manage: Grant - Create in the Grants Management functional area.
Create Award	Create awards to specify the business rules, terms, and conditions that govern the award agreement with your sponsor.	Configure the Award Event business process and security policy in the Grants Management functional area.
Create Billing Schedule for Award	Create a billing schedule for an award or award line. You can define schedules for cost reimbursable transactions or installment billing.	Process: Billing domain in the Customer Contracts and Project Billing functional areas.

Optional Tasks

You can access these tasks to capture additional award information:

Task	Description	Security
Create Award Group	Group awards by your own classifications, including sponsor, purpose, type, or region. An award can belong to multiple award groups.	Set Up: Award Groups domain in the Grants Management functional area.
Create Object Class Set	Create object class codes and descriptions that map internal cost categories to meet sponsor requirements.	Set Up: Object Class domain in the Common Financial Management functional area. Set Up: Grants Management domain in the Grants Management functional area.
Maintain Facilities and Administration Cost Basis Types	Create cost basis types to identify the types of expenses that can be the basis as facilities and administration costs under an award.	Set Up: Grants Management domain in the Grants Management functional area.
Create Facilities and Administration Rate Agreement	Create a sponsored program facilities and administration rate agreement. You must have a rate agreement for billing on cost reimbursable award lines.	Set Up: Grants Management domain in the Grants Management functional area.
Create Facilities and Administration Exception	Create exceptions to override rates on your facilities and administration rate agreement or waive facilities and administration costs on an award.	These domains in the Grants Management functional area: Manage: Grant Proposals Process: Award - Core
Maintain Assistance Listings	Manage the Assistance Listings for all awards. The Assistance Listing identifies the federal assistance program that funds the award. You can add the Assistance Listing on the award header or award line.	Set Up: Award Classifications domain in the Grants Management functional area.
Create Letter of Credit	Create a letter of credit for cost reimbursable awards from federal grants, contracts, and cooperative agreements.	Set Up: Grants Management domain in the Grants Management functional area.
Create Spend Restriction	Define allowable and unallowable costs for the award.	These domains in the Common Financial Management functional area: Set Up: Fund Accounting Set Up: Fund These domains in the Grants Management functional area: Set Up: Grants Management Set Up: Spend Restrictions
Maintain Salary Over the Cap Type	Define salary caps so that payroll expenses don't exceed limitations. You must be a Workday Grants Management or Workday Payroll customer to create, assign, and calculate salary caps.	Set Up: Salary Cap domain in the Core Payroll functional area.
Maintain Award Task Types	Define the various types of award tasks that you can set in an award task list. These include progress reports, financial reports, and other reports associated with an award.	Set Up: Grants Management domain in the Grants Management functional area.
Maintain Award Task Statuses	Define the statuses that you can set for an award task.	Set Up: Grants Management domain in the Grants Management functional area.
Create Award Task List Template	Create a template that you can use to generate award task lists for an award. An award task template contains prepopulated award tasks and dates for a specific sponsor, award type, or purpose code.	Set Up: Grants Management domain in the Grants Management functional area.
Maintain Award Tasks	Create an award task list for an award. You can use award task templates to import common tasks for your sponsor, award type, or purpose code, then edit them according to your reporting needs.	Process: Award Tasks domain in the Grants Management functional area.

Steps: Set Up and Manage Award Proposals

Steps: Set Up Awards

Steps: Manage Awards

Create Award Billing Schedules

Create Grants