PA HIST SUM LVL

DATA VIEW NAME
PA_HIST_SUM_LVL
OVERVIEW
This is data view contains Planning Allocation information from the Planning Allocation Transaction and Reference databases. The data is Historical from fiscal year 1985. This view contains on one record all activities and FTE counts for a unique fiscal year, UDDS, fund, and reference number. This view is filtered by UDDS. This means a person will see only the data for a particular campus(s) depending on their authorization.
NOTE: The data is by fiscal year, activity code, reference number, UDDS, and fund.
LOAD FREQUENCY
The view will be refreshed once during the year. Once the budget is ‘locked’ the data will be refreshed.
DATA CUSTODIAN
UW-System Budget Planning Off.
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
While the view shows all activity fields (which are made up of Activity_code, Activity_name and Activity_amount). There will only be values in all three fields if data is present for them.
QUESTIONS
Contact: Division of Information Technology Help Desk
Phone: 264-HELP (4357)
LAST UPDATED
1/99 – New data view. (rzs)
12/05 – Added Init_Action field (c4j)
DATA FORMATS
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
N – Numeric data. 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 N4.2 would be in the format 9999.99 whereas N6 would be in the format 999999.
Date
D – Date field — this means the field is stored a date. The format is described in the text description. The way this type of field will display in the result section of a query will be dependent upon what default the query tool you are using is set to. Some query tools default to a date/time mode which would show the data 1998-9-03 8:00 or some have a format DD-MMM-(YY)YY. Most query tools allow you to change this to a format you want but you must be aware of what the default is.
Column Name Format Description
FISCAL_YEAR A4 The budget fiscal year for which the allocations apply. This historical view starts with Budget Year 1985 to the present. Data from the new fiscal year budget views (UW_PA_CURR_ACT_LVL) and (UW_PA_CURR_SUM_LVL) is copied to the historical views when the final new year budget z.dot tapes are done.
LEVEL_IND A1 Indicates the level of the budget unit responsible for this record.
1 – System
2 – Campus
3 – Division
4 – Department
UDDS A7 The seven position UDDS code consisting of campus, division, department, and sub-department.
***********Present in UDDS****************
Level Campus Division Department Sub-Dept
1 Always Blank Blank Blank
2 Always Always Blank Blank
3 Always Always Always Blank
4 Always Always Always Always
UNIT A1 The first position of the UDDS code.
DIVISION A2 The second and third positions of the UDDS code referring to division within the Campus.
DEPARTMENT A2 The fourth and fifth positions of the UDDS code referring to the department within the Campus.
FUND A4 Four character fund code. If blank, the record contains totals for all funds at this level and UDDS.
PERM_FTES NS9.3 The number of FTE’s that are permanent positions. This field contains data only when the activity code – blank otherwise it is zero.
GRAD_FTES NS9.3 The number of FTE’s that are graduate assistant positions. This field contains data only when the activity code – blank, otherwise it is zero.
TOTAL_FTE NS9.3 The sum of the permanent and graduate assistant FTE’s. This field contains data only when the activity code = blank, otherwise it is zero.
UDDS_NAME A30 This field contains the descriptive name for the UDDS.
DOLLAR_AMOUNT NS9.3 The dollar amount associated with activities. The DOLLAR AMOUNT is zero when the activity code-blank.
REFERENCE_NUMBER A10 A number assigned to every allocation. Each level has a specific number of digits. System Level is 3, Campus Level is 6, Division Level is 8 and Department Level is 10.
Level Reference Number of Digits
System 1 123
Campus 2 123456
Division 3 12345678
Department 4 1234567890
SUBTOTAL_INDICATOR A1 Indicates if a sub total is to be taken after this reference number.
Valid values are:
Y – Generate sub-total.
Blank – No sub-total.
CATEGORY A2 System groups reference numbers by category. Category titles are kept in the PA3024 table.
SUB_CATEGORY A1 A 2-digit number that can be assigned to each reference number. Currently it is only used at System level.
DESCRIPTION_LINE_1 A58 The first line of the narrative description for each reference number. NOTE: Do NOT use {} in the description; BRIO Reports (DETAIL & PIVOT) cannot read this; “#? Don’t recognize function” will print instead of {}.
DESCRIPTION_LINE_2 A58 The second line of the narrative description for each reference number. NOTE: Do NOT use {} in the description; BRIO Reports (DETAIL & PIVOT) cannot read this; “#? Don’t recognize function” will print instead of {}.
ACTIVITY_CODE_0 A1 Contains the value 0.
ACTIVITY_NAME_0 A25 Contains the name of the Activity Code 0.
Value = STUDENT SERVICES.
ACTIVITY_AMOUNT_0 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_1 A1 Contains the value 1.
ACTIVITY_NAME_1 A25 Contains the name of the Activity Code 1
Value = INSTITUTIONAL_SUPPORT
ACTIVITY_AMOUNT_1 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_2 A1 Contains the value 2.
ACTIVITY_AMOUNT_2 A25 Contains the name of the Activity Code 2.
Value = INSTRUCTION
ACTIVITY_NAME_2 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_3 A1 Contains the value 3.
ACTIVITY_NAME_3 A25 Contains the name of the Activity Code 3.
Value = HOSPITALS
ACTIVITY_AMOUNT_3 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_4 A1 Contains the value 4.
ACTIVITY_AMOUNT_4 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_5 A1 Contains the value 5.
ACTIVITY_NAME_5 A25 Contains the name of the Activity Code 5.
Value = PUBLIC SERVICE
ACTIVITY_AMOUNT_5 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_6 A1 Contains the value 6.
ACTIVITY_NAME_6 A25 Contains the name of the Activity Code 6.
Value = ACADEMIC SUPPORT
ACTIVITY_AMOUNT_6 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_7 A1 Contains the value 7.
ACTIVITY_NAME_7 A25 Contains the name of the Activity Code 7.
Value = PHYSICAL PLANT
ACTIVITY_AMOUNT_7 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_8 A1 Contains the value 8.
ACTIVITY_NAME_8 A25 Contains the name of the Activity Code 8.
Value = AUXILIARY ENTR
ACTIVITY_AMOUNT_8 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_9 A1 Contains the value 9.
ACTIVITY_NAME_9 A25 Contains the name of the Activity Code 9.
Value = FINANCIAL AID.
ACTIVITY_AMOUNT_9 NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_X A1 Contains the value &.
ACTIVITY_NAME_X A25 Contains the name of the Activity Code & Value = FARM OPERATIONS.
ACTIVITY_AMOUNT_X NS9V3 Contains the dollar amount associated with this activity.
ACTIVITY_CODE_Y A1 Contains the value Y.
ACTIVITY_NAME_Y A25 Contains the name of the Activity Code & Value = UNDISTRIBUTED.
ACTIVITY_AMOUNT_Y NS9V3 Contains the dollar amount associated with this activity.
INIT_ACTION A1 Indicates how the allocation should be copied from year to year.
Valid values are:
X – exclude from year to year copy
R – reverse entry and duplicate (renewable entry)
O – reverse entry (one time or last time for renewable entry)
Blank – default (same as X)
LOADDATE DATE The date and time these data were extracted.
Format: YYYYMMDD
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