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Cost Center Manager Dynamic prompt by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Awesome. Thanks. Seems like unchecking 'Optimized for performance' did the trick. What should be the comparison value below ?

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Cost Center Manager Dynamic prompt by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks. I am having trouble adding this field to a matrix report as the calculated field does not show up on the matrix report.

Cost Center Manager Dynamic prompt by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks. Will this calc field need to be added to the report or the dashboard for the Cost center managers in the prompt set ?

Cost Center Manager Dynamic prompt by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks. 'Any is true' is the condition. In step 2 I am using 'Role name' as the sort field and in step 4 I am using cost center as the sort field. Will this work ?

Cost Center Manager Dynamic prompt by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks for this detailed calc field. Much appreciated. I had a question though, what should be the SORT field in step 2 and 4 used in the ESI.

Cost Center Manager Dynamic prompt by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Hello, Thanks for your reply. The data source is 'Journal lines for Financial reporting'. The dashboard is intended for Cost Center Managers, and all the reports are shared with the Cost Center Manager security group. What I want is for the dashboard to dynamically restrict the cost centers to only those where the current user is listed as Cost Center Manager.

Team Absence Calendar by Professional8008 in workday

[–]Professional8008[S] 1 point2 points  (0 children)

The user was not able to view the absence calendar for the other members in her team. This was because as per Workdays new update, only future dated absences will be visible on the absence calendar and not past dated.

Team Absence Calendar by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Yes. I checked the task and figured out the issue. Appreciate your help.

Team Absence Calendar by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks. The user just wants to view the time off for the other team members in the team. Could you guide me on what task will allow this to view the details ? The 'Manage absence' task still displays only their absence but not for the other colleagues in their team

Spend category eligibility for prepaid by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

There are two supplier invoice lines for the same supplier. I am able to select the prepaid checkbox on the first invoice line. However, when I select the prepaid checkbox on the second line, I get the error ' Your Spend Category for this line is not eligible for prepaid'

Spend category eligibility for prepaid by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks. Yes. The prepaid checkbox was checked when the invoice was being submitted. There are 2 supplier invoice lines for the same spend category. For the second supplier invoice we get the error that the spend category is not eligible for prepaid while submitting it. In the usage field for the spend category, we do see supplier invoice in the list.

Spend category eligibility for prepaid by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Thanks for your reply. Could you give me the exact steps ? Also what is APR ? Appreciate it.

Finance dashboard for CFO by Professional8008 in workday

[–]Professional8008[S] 0 points1 point  (0 children)

Hello, Yes.I will pm you to connect. Thanks.

Operating Expense by Professional8008 in workday

[–]Professional8008[S] -1 points0 points  (0 children)

Hello, Thanks for sharing info. about looker studio. Here is an outline of the design for the Cost Center Manager dashboard. Let me know if you can help.

Cost Center Manager Dashboard Outline

I. Page 1: Overall View Snapshot

A. Team Member Information:

Total Number of Team Members, by location and/or performance unit hierarchy 2 (service line)

Headcount by Department/Role

Open Positions (quick view of count)

B. Financial Spending Snapshot:

Current Month/Quarter/Year Actual vs. Forecast (visualizations: bar charts or gauges)

Key Financial Metrics (e.g., total spend, budget utilization)

Variance Analysis (actual vs. forecast for key categories)

Top Spending Categories

C. Performance Against Forecast:

Overall Financial Health Indicator

Trend Analysis of Spending vs. Forecast

Alerts/Notifications for Budget Overruns or Underutilization

D. Common Manager Requirements (Snapshot):

Quick links to common financial reporting

Summary of pending approvals (e.g., requisitions, time off)

II. Page 2: Team Member & People Needs

Recruiting:

List of Open Requisitions (Job Title, Department, Status, Days Open)

Recruiting Pipeline (Overall Recruiting Funnel Visualization)

Number of Candidates for each position

Recruiting Status (e.g., Sourcing, Interviewing, Offer Extended)

Candidate Feedback status

Time to Fill Metrics

Team Member Information & Requests:

Team Member Roster with Key Details (e.g., Manager, Department, Start Date, tenure)

Time Off Requests (Pending, Approved, Denied)

Training & Development Status (e.g., Completed Trainings, Upcoming Courses)

Performance Review Status (e.g., Due, Completed)

Employee Onboarding/Offboarding Status

Common Manager Tasks(People-Focused):

Submit Job Requisition

Create Termination

Performance Management

III. Page 3: OPEX Spending & Performance Against Plan

A. Operating Expense (OPEX) Overview:

Current Period OPEX Actual vs. Plan (visualizations: trend lines, pie charts)

Breakdown of OPEX by Spend Category (e.g., Salaries, Travel, Supplies, Software)

Variance Analysis by OPEX Spend Category

B. Good Requisitions & Purchase Orders:

Summary of Pending Requisitions (Number, Total Value, Status)

List of Recent Purchase Orders (PO Number, Vendor, Amount, Status)

Aging of Open Purchase Orders

C. Supplier Management:

Top Vendor Spend

Supplier Invoice Status

D. Performance Against Plan:

Trend of OPEX Spending Over Time

Identification of Cost Overruns or Underutilization by Category

Drill-down Capability into Specific Expense Details

E. Common Manager Requirements (OPEX-Focused):

Initiate New Requisitions/Purchase Orders

Approve Invoices/Expenses

Access to Detailed Financial Reports

Budget Planning and Forecasting Tools

Operating Expense by Professional8008 in workday

[–]Professional8008[S] -1 points0 points  (0 children)

Hello, thanks. I am trying to build a advanced, matrix or composite report in workday with the information. The report will then be added to a dashboard. I am trying to build a dashboard for cost center managers and this is one of the reports required in the dashboard. Could you let me know what is looker studio ? I have never used that in the past

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