PA ALLOCATION

DATA VIEW NAME
PA_ALLOCATION
OVERVIEW
This data view contains Planning Allocation information by fiscal year. Data is available starting with fiscal year 1997. This view can be used in conjunction with PA_REFERENCE_NUMBER to select detailed information about the allocations for any given fiscal year.
LOAD FREQUENCY
The view will be refreshed nightly during the planning allocation/budget cycle.
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.
Users outside of System Budget need to specify a UDDS for the authorization. They can only view data associated with the UDDS that was specified.
System Budget staff can see all records.
SPECIAL
CONSIDERATIONS
If this is a program allocation, the fte type is blank. If this is a FTE allocation, the program is blank.
QUESTIONS
Contact: Division of Information Technology Help Desk
Phone: 264-HELP (4357)
LAST UPDATED
11/2007 – New view created.
DATA FORMATS
Primary Key Columns are identified with an asterisk(*)
Alphanumeric Data
VARCHAR2( N) (N) = maximum length. Field contains letters and/or numbers. Trailing blanks are eliminated.
Example: VARCHAR2 (5) could contain ‘ABC12’ or ‘ABC’ or ‘A’
Numeric Data
NUMBER (N) (N) = length. Field contains only numbers.
NUMBER (X,Y) = format for numbers with decimal positions.
X = total number of digits
Y = the number of digits after the decimal
Examples: NUMBER (6) represents 250012 NUMBER (6,2) represents 2500.12
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
ID* NUMBER(12) ID generated when data was extracted to provide a unique key to the row. The field has no meaning within the Planning allocation system.
FISCAL_YEAR VARCHAR2(2) The budget fiscal year for which the allocations apply
OWNER_ID VARCHAR2(2) Identifier for the owner associated with the allocation.

The owners identified so far are:
01 = System Budget
02 = Madison Budget
03 = Milwaukee Budget
04 = Milwaukee Division Budget

CAMPUS_DEPT_ID VARCHAR2(15) Campus and Dept ID associated with the allocation.
CAMPUS_DEPT_DESC VARCHAR2(39) Long name of the campus/dept ID. This descriptor is taken from the UDDS file
FUND VARCHAR2(5) This is the fund associated with the allocation
POOLED_IND VARCHAR2(1) Indicates whether the fund is ‘pooled’ or ‘de-pooled’
‘Y’ = pooled
‘N’ = de-pooled
REF_NUM VARCHAR2(12) This is a unique identifier for the allocation for each fiscal year and owner.

It can consist of letters, numbers and special characters. It should not however contain any spaces, commas or semicolons since those characters are often used as delimiters when importing and exporting data.

REF_NUM_DESC VARCHAR2(120) Narrative description of the reference number
ALLOCATION_TYPE VARCHAR2(1) Indicates whether it is a program allocation or an FTE allocation:

P = Program allocation
F = FTE allocation

MAJOR_CLASS VARCHAR2(2) Major class associated with the allocation:
MAJOR_CLASS_DESC VARCHAR2(30) Literal description of the major class
SUMMARY_CLASS_DESC VARCHAR2(15) Indicates which summary class is associated with the major class. Used by programs to aggregate data at a higher level than major class.
PROGRAM VARCHAR2(5) SFS term for legacy activity

Valid values are 0-9,F,U
(Descriptor for each value is in the Program literal field)

PROGRAM_LITERAL VARCHAR2(30) Literal descriptor for the Program

0=Student Service
1=Institutional Support
2=Instruction
3=Hospitals
4=Research
5=Public Service
6=Academic Support
7=Physical Plant
8=Auxiliary Enterprises
9=Financial Aid
F=Farm Operations
U=Undistributed

FTE_TYPE VARCHAR2(1) Indicates which type of FTE allocation it is:

P = Permanent
G = Graduate Assistant

AMOUNT NUMBER(12,2) If this is a Program allocation, it is the dollar amount of the allocation.

If this is a FTE allocation, it is the FTE allocated

DATE_LOADED DATE The date and time these data were extracted.
Format : YYYYMMDD HH24:MI:SS
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