Forms, Instructions, and Frequently Asked Questions

Forms

• Advance Account Form
• Anticipated Increment Coverage Request Form
• Cost Transfer Form
• Course Release/Salary Redistribution Form
• Fellowship/Scholarship/REU Payment Authorization Form (please refer to Instructions for further tools and guidance)
• MII Member Cost Share Report
• Post Award Action Request Form
• Request Professional Services Agreement
• Student Direct Deposit Authorization
• Supplier Selection Form for Federal Funds

Instructions and Samples

• Cost Transfer Justification Samples
• Effort Reporting FAQ (please refer to Effort Reporting Policy for further information)
• Instructions for Interdepartmental Transfer / Journal Entry
• Accounts Payable REU Payment Guidelines
• Accounts Payable REU Invoice Calculations

Workday Grant Report Instructions

• Grant Budget vs. Actual (Report Instructions)
• Grant Transaction Details (Report Instructions)
• Award Budget vs. Actual - Dept. Level (Report Instructions)
• Active Grant Roles (Report and Role Descriptions)
• Salary Drilling on Grant Reports (Instructions)
• The WPI Hub - For additional Finance Job Aids on completing tasks such as Costing Allocations, Creating New Requisitions, Internal Billing for Services, and Viewing Business Process Events.