Award Financial Dashboard

The Award Financial Dashboard is a collection of reports built in PowerBI that allows users to view and understand the financial health of sponsored awards in their purview. The dashboard depicts key information such as budget to actuals tracking, spending burn rate, labor and salary summaries, expiration date countdowns, and detailed financial transaction drilldowns.

The Award Financial Dashboard is designed with two users in mind:

1. Principal Investigators & Co-Principal Investigators
2. Grant administrators in a department or unit

As the recipient of sponsored funds, the University of Miami is responsible for the efficient and effective administration of those funds through regular financial monitoring. This monitoring should align with 2 CFR Part 200 (Uniform Guidance), ensuring that all expenditures are allowable, applied properly and consistently throughout the entire project lifecycle. While the use of the dashboard to perform these activities is not required, an alternative business process must be in place in accordance with these responsibilities.

No. The Award Financial Dashboard is a supplemental resource that can be used, in addition to Workday, to gain an at-a-glance understanding of the financial health of your awards to date. For more in-depth reporting capabilities and access to supporting documentation for transactions we suggest that you continue to leverage Workday.

The Award Financial Dashboard is best used for high-level monitoring of financial activity, calculation of burn rate, and to gain an understanding of actual spending against bugeting categories on an award or grant. Workday is best used for more in-depth, period-specific reporting needs, obtaining transaction details, and retrieving associated supporting documentation. 

Users must first obtain proper security access. This is a two-step process:

1. Workday access – the user must have an approved Workday role that allows BI Finance access.
2. BI Finance Security Table access – the user’s CaneID must be added to the BI Finance security table in the data warehouse.

Please refer to the setup guide for detailed steps in obtaining access.

Please use your CaneID, which is the same as your Network Login ID. Do not use your employee ID number. Using the wrong identifier may delay your access being configured.

Please follow this link to confirm your UM CaneID: What is my UM CaneID?

Allow up to 24 hours for access to activate. If you still cannot get in, close your browser completely, open a new session, and try again.

Security access changes can take 24 to 48 hours to fully process. After the initial 24-hour period has elapsed, try again later that day or the following morning using a new browser session. If the issue persists beyond the next business day, contact the IT Help Desk.

For security purposes, we ask that all users seeking access to the dashboard submit their own requests so that we have a proper audit trail of access request for each user for compliance purposes.

To uphold the responsible stewardship of financial data at Miami, access to this dashboard is strictly controlled and is determined by your position’s Workday security role. The following Workday roles are authorized to access the dashboard:

Principal Investigator Workday Roles:

• Principal Investigator
• Co-Principal Investigator

Grant-related Workday Roles:

• Cost Center Sponsored Programs Manager
• Finance Review – Grant
• Finance Review – Endowed
• Gift Accountant – Spendable
• Grant Budget Reviewer
• Grant Budget Specialist
• Grant Financial Analyst
• Grant Manager
• Finance Reviewer – Grant
• Research Administration Analyst
• Research Administration Reviewer
• Revenue Specialist
• Subaward Specialist
• Subrecipient Specialist

There are a few reasons you may not be seeing a particular award or grant in the dashboard. The most common scenarios are the following:

Data Limitations

• The award end date occurred more than 120 calendar days from today’s date. For example, an award ending 12/31/25 would no longer load into the dashboard after 5/1/2026.
• The award is new and has not incurred any costs yet. Awards will appear once financial activity has posted to the general ledger.

Security

• The award you’re searching for does not fall under the supervisory authority of your role. For example, the grant belongs to a PI outside of your own department or unit.

Navigate to the Security tab in the left-hand menu of the Award Financial Dashboard. This tab displays the complete list of awards you are currently authorized to view.

The dashboard is designed for sponsored awards only. Internal and departmental grants are not included in the current phase.

No. Currently, the dashboard is only designed to return actual costs incurred on a sponsored project grant or award.

This view is expected. The dashboard shows all salary charges posted to an award or grant, regardless of the employee's home department or school. PIs and grant administrators share the responsibility of monitoring all salary costs charged to an award to ensure allowability and allocability.

The dashboard reflects actual transactions only. Payroll obligations and projected costs are not included in this phase.

This is intentional. Due to data volume, filters do not carry over to Labor tabs. Re-select your award or grant number when navigating to those pages.

Select a specific award or grant number before opening the Labor tab. Loading all data at once will significantly slow performance.

For step-by-step navigation instructions, refer to the Award Financials Job Aid Booklet.

For video walkthroughs, visit the [TRAINING VIDEOS PAGE - COMING SOON].

The data source for the financial transactions is based on information extracted from Workday, reflective of posted journal transactions by 11:59 p.m. on the previous day. Employee labor details are loaded bi-weekly on payday. Altogether, the data is loaded into the Data Warehouse by 8:30 a.m. each day. 

The dashboard uses a different object class grouping than some Workday reports. Overall net totals should still reconcile. If you notice a material discrepancy, submit it via the Feedback Form.

The dashboard follows a fiscal-year model. Grant-year specific reporting is not available in this phase. We recommend using Workday for more detailed grant-year analyses.

 Yes. Select Finance Transaction Detail from the left-hand navigation. For more comprehensive reporting, use Workday as the system of record.

Yes. Enhancements and additional capabilities are being evaluated for a future phase. Any planned updates will be communicated via this webpage and through university communications channels.

Visit this webpage for the latest resources, training materials, and updates. You may also receive communications via OVPRS newsletters and university listservs. To submit feedback or enhancement requests, use the Feedback form available on this page.

Post-Award Administration

For questions or issues related to access, please refer to the appropriate contact below or review the step-by-step instructions in the Security Setup Guide:

For assistance with role access, contact the UMIT Help Desk at 305-284-6565.