- DATA VIEW NAME
- UA_BDGTSUM_NEW
- OVERVIEW
- This view shows all levels of summary (unit, division, department and subdepartment) for new year (future) data. It includes summary information for salary & wages as well as capital, fringe, aids to individuals, special purpose, supplies & expense, and sales credits.
- LOAD FREQUENCY
- The view will be refreshed once annually after the budget is ‘locked’ the data will not be refreshed until the next 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
- 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
- 09/01/94 – New data view. (rzs)
- 01/11/96 – Changed Data Custodian from Floyd Rohde to Sue Schymanski (rzs).
03/09 – Added Project_User code to view. c4j. - 09/19 – Changed from sourcing from the mainframe to sourcing from PlanUW
- 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 fiscal 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: valign=”top” Campus (unit) Division Dept Sub-Dept valign=”top”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 ccorresponds to the Data_Level field on this file. valign=”top”The campus codes or units are as follows: valign=”top” 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. valign=”top”Prior to fiscal year 2010: This contains the legacy account number if applicable. |
| ACTIVITY | A1 | Code which indicates the function for the budgeted amount: valign=”top” 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: valign=”top” 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. Use of this field depends on the annual pay plan exercise. |
| 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. |