Overview
There are several lifecycle statuses that a Workday award line can have during its life that dictate if expenses can post to the associate grant worktag. The pre-Workday equivalent of an award line lifecycle status is the FIN budget status (values 1-4).
Crosswalk
| Award Line Lifecycle Status | Usage and Impact to Spend | Corresponding FIN Budget Status |
|---|---|---|
| Advance Spend |
To signify this item is awaiting a fully executed agreement Spend/encumbrances are allowed |
1 |
| Open |
Default for Award and Award line Spend/encumbrances are allowed |
1 |
| Pending Subaward |
To signify this award line is awaiting a fully executed sub award. No spend/encumbrances allowed |
2 |
| Restricted From Use | When sponsor or University restrictions exist | n/a |
| Expired |
To signify the allowable post-expiration period after the expiration date and before the start of the Closeout in Progress (FAD) period. Spend allowed for goods/services received within the Budget Dates. |
3 |
| Temporary Extension |
To signify the time while awaiting fully executed award modification Spend/encumbrances are allowed |
1 |
| Closeout in Progress |
To signify the period after Final Action Date when final invoice and/or reports are generated and submitted to the sponsor No spend (incl. cost transfers) allowed except closeout journals prepared by GCA |
3 (approx) |
| Closed |
To signify the closeout process is completed No spend/encumbrances allowed |
4 |
| Canceled |
To signify items setup in error No spend/encumbrances allowed |
4 |
| Pending Adjustment (Created 3/15/2024) |
To signify that GCA has granted approval for the campus unit to post/remove charges from an award line Allows new expenditures and accounting adjustments to post |
FIN Budget Status 1 + Grant Control Flag 07 |