News

  • Learn to Identify Records and Manage Them with Retention Tags

    Beth Varcho | November 13, 2024
    In preparation for new storage limits coming in June 2025, OTDI has published articles that will help you take steps to reduce the number of emails and files you are storing. This article explains how to use retention tags and policies to manage folders or messages.

  • Quick Tip Text for Expense-Related Tasks

    Richard Hunter | November 1, 2024
    Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.Note: This functionality is not currently available on the related Expense Data Entry...

  • Visual Changes on Workday Project Summary

    Richard Hunter | November 1, 2024
    Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency.These fields will still appear on existing reports. ...

  • New Tableau Certified Data Source - Adaptive Operating Plan Lines from Workday

    Richard Hunter | November 1, 2024
    To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the RAE. The data source has loaded the items listed below.FY23 Autumn Forecast - UNIVFY23 Operating Plan - UNIVFY23 Spring Forecast - UNIVFY24 Autumn Forecast - UNIVFY24 Operating plan - UNIVFY24 Spring Forecast - UNIVFY24 Summ...

  • Plan Versus Actuals Suite Enhancement: Dynamic Plan Column Heading

    Richard Hunter | November 1, 2024
    The "Plan Versus Actuals by Plan Worktag" and "Plan versus Actuals by Plan Worktag - With Ledger Account" reports have been enhanced with new dynamic column headings to provide greater clarity to the selections made at report runtime. Now instead of simply displaying "Plan," the column heading will display the Plan/Forecast Name that was selected at report runtime.Please send questions about thes...

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