Year-end Balances Brought Forward in Workday for Non-sponsored Funds

    Congratulations!  We have made it through our first fiscal year end on Workday.

    This means fiscal 2026 ending balances for non-sponsored funds (think programs and gift funds) have been brought forward and are reflected as beginning balances in fiscal 2027.

    Common reports updated with beginning balances include (not an all-inclusive list):

    • All Funds Financial Budget to Actuals (UW)
    • Gift Financial Summary (UW)
    • Program Budget to Actuals (UW)

    Who to Contact with Questions

    • For questions on how this impacts non-sponsored funds (Worktags beginning with a GF, PG, PJ, or TF) in your funding portfolio or different ways to run these reports and filter the data, please reach out to Kate Perleberg.  
    • For questions on the sponsored/post-award side (Worktags beginning with GR or GRC), please reach out to Margaret Webster.