UA BDGTSUM HIST

DATA VIEW NAME: UA_BDGTSUM_HIST
OVERVIEW: This view contains historical Budget Summary data from locked budget years starting with 1995. This data view uses UDDS code to limit the records returned based on your authorization.
LOAD FREQUENCY: New data (the new year) will be added to this view once a year when the budget cycle is complete.
DATA CUSTODIAN: UW-System Budget Planning Office
Contact: Sara Voigts

AUTHORIZATION: You must receive approval to access data from the data custodian. For information about how to get authorized for InfoAccess data views, connect to the InfoAccess Home Page
SPECIAL CONSIDERATIONS: Be aware of the data level you are selecting. Remember that there is a campus or unit level summary record (i.e. A’) as well as summary records for each division, department and subdepartment within the unit.
QUESTIONS: Contact: Division of Information Technology Help Desk
Phone: 264-HELP (4357)
LAST UPDATED: 01/04/95 – New Data view (rzs)
01/11/96 – Changed Data Custodian from Floyd Rohde to Sue Schymanski. (rzs)
3/09 Added Project_User code to this view. c4j
DATA FORMATS: The codes following the field names in this document define the field. The different types are:
Alphanumeric Data: A – Alphanumeric field. This indicates the field may contain letters and/or numbers. The number following is the field length.
Example: a field defined as A5 could contain ‘E10LN’.
Numeric Data: PS – Packed-Signed field. This indicates the field may contain only numbers. The number following is the field length. If two digits with a decimal point in between are present the first indicates the number of positions before the decimal point and the second the number of digits after the decimal point.
Example: a field defined as PS4.2 would be in the format 9999.99 whereas PS6 would be in the format 999999.
Date: DATE – Date can be in various formats. Date functions available with your query tool can be used to format the date.
Examples: DATE (YYYYMMDD), DATE (YYDDD), DATE (DD-MM-YY)

Column Name	Format	Description
BUDGET_YEAR	A4	This is a four digit year which represents the budget year of July through June.
UDDS	A7	Seven character code identifying the organizational unit to which the budget summary record belongs. The code consists of the following: Campus (unit) Division Dept Sub-Dept The campus or unit cannot be space but any other level may be spaces as long as the level before it does not contain a value either. This corresponds to the Data_Level field on this file. The campus codes or units are as follows: A = Madison K = Stevens Point B = Milwaukee L = Stout C = Eau Claire M = Superior D = Green Bay N = Whitewater E = La Crosse R = Center System F = Oshkosh T = Extension G = Parkside W = System Administration H = Platteville Y = Systemwide J = River Falls
FUND	A3	Indicates the general source of funds from which the budgeted amount is paid.
ACCOUNT	A4	Starting with fiscal year 2010: This contains last 4 digits of the SFS Project code if applicable. For Madison campus, this field is normally blank since they put the Project number in the Project_User field.Prior to fiscal year 2010: This contains the legacy account number if applicable.
ACTIVITY	A1	Code which indicates the function for the budgeted amount: 0 = Student Services 1 = Institutional Support 2 = Instruction 3 = Hospitals 4 = Research 5 = Public Service 6 = Academic Support 7 = Physical Plant 8 = Auxiliary Enterprises 9 = Financial Aid & = Farm Operations
DATA_LEVEL	A1	Level of record: 0 = system 1 = campus 2 = division 3 = department 4 = subdepartment
PROJECT_USER	A7	This field contains either a WARF user code or SFS project code. WARF user code is a seven character code used for internal management purposes by Chapter 37 institutions (campuses that used to use the WARF processing center). The user supplies this code to aid in associating budget data with their campus systems. SFS project code represents a type of program activity, events, special events or project within a fund that must be monitored and reported independently from the organization. The project/user code was added to the view for fiscal year 2010. The field will be blank for any rows prior to fiscal year 2010.
BUDGET_TOTAL	PS9	Contains total amount for the following budget summary categories: Aids to Individuals Fringe Benefits Capital Special Purpose Supplies and Expense Sales Credits Salaries and Wages
AID_TO_INDIVIDUAL	PS9	Budget summary amount for aids to individuals.
FRINGE_BENEFITS	PS9	Budget summary amount for fringe benefits.
CAPITAL	PS9	Budget summary amount for capital.
SPEC_PURP	PS9	Budget summary amount for special purpose.
SUPL_EXP	PS9	Budget summary amount for supplies and expense.
SALES_CREDITS	PS9	Budget summary amount for sales credits.
SALARIES_WAGES	PS9	Budget summary amount for salaries and wages.
FTE_TOTAL	PS7.2	Total number of FTE for salaries and wages.
UNCLAS_TOTAL	PS9	Budget summary amount for unclassified staff.
UNCLAS_FTE	PS7.2	Number of FTE for unclassified staff.
COL15_MERIT	PS9	Column 15 on Form 2A. Merit rate adjustment amount for unclassified staff.
COL11	PS9	Column 11 on Form 2A. Amount of QRP/faculty promotion rate adjustment for unclassified staff.
COL12	PS9	Column 12 on the Form 2A. Use of this field depends on the annual pay plan exercise.
COL13	PS9	Column 13 on the Form 2A. Use of this field depends on the annual pay plan exercise.
COL14	PS9	Column 14 on the Form 2A. Use of this field depends on the annual pay plan exercise.
UNCLAS_CONT	PS9	Budget summary amount for unclassified continuing staff.
UNCLAS_CONT_FTE	PS7.2	Number of FTE for unclassified continuing staff.
UNCLAS_CONT_MERIT	PS9	Merit amount for unclassified continuing staff.
ACAD_ASSIST	PS9	Budget summary amount for academic assistants.
ACAD_ASSIST_FTE	PS7.2	Number of FTE for academic assistants.
ACAD_ASSIST_MERIT	PS9	Merit amount for academic assistants.
CLAS_TOTAL	PS9	Budget summary amount for classified staff.
CLAS_FTE	PS7.2	Number of FTE for classified staff.
CLAS_STUD_HELP	PS9	Budget amount for student help.
CLAS_LTE	PS9	Budget amount for LTE.
LOADDATE	A8	This field is used to indicate when the data was last refreshed. Format YYYYMMDD.
UNIT	A1	First character of UDDS.
DIVISION	A2	Second and third character of UDDS.
DEPARTMENT	A2	Fourth and fifth character of UDDS.
SUBDEPT	A2	Sixth and seventh character of UDDS.