Legacy Finance Data

Last updated: May 30, 2024
Audience: StaffIT Staff / Technical

In Fiscal Year (FY) 2024, Workday Finance became the primary system of record for financial data at the UW and data in the existing financial source systems (primarily the Financial Accounting System (FAS), but others as well) became static. Additionally, the systems that leveraged this now-static data were marked for retirement.

While many of these systems were retired when Workday went live, some were retained temporarily in read-only mode for legacy reporting purposes, easing the transition to Workday Finance. A project is now underway to retire these remaining systems and archive the data within them.

The purpose of this page is to keep users updated on the status of these legacy systems and offer alternative ways to access legacy financial data once it is archived. This page will be updated as the project evolves, and more information becomes available.

Accessing Legacy Data After System Retirement

To retire a system, data must be archived and retained in a manner that complies with the University’s General Retention Schedule. For most archived data within the scope of this project, alternative reports will be provided to ensure users continue to have access to the data; however, some archived data will only be available to auditors upon request. This section provides a crosswalk, by system, of reports that will be available once each system retires.

Note: There are many factors to consider when retiring a system; therefore, not all systems will be retired at the same time. The systems below are organized by retirement date.

System Retirement Date – 6/30/24

Note: Unless otherwise noted, users who have access to this data today, will continue to have access to this data after the system retires. New users, who do not have access to this data in the legacy systems, will need to request access. For more information, refer to Request Access to Reports, Analytics, and Data.

Electronic Faculty Effort Certification System (eFECS)

 

Type of Data How to Access Data After Retirement
Cost Share Cost Share Commitments and Contributions report (BI Portal)
Non-Faculty Cost Share (NFCS) Grant Tracker provides access to some NFCS data in Excel format.

If this data is required for an audit, contact gcafco@uw.edu.

Effort Reporting All legacy Faculty Effort Certification (FEC) documents are retained in DocFinity.

To request a legacy FEC, contact effortreporting@uw.edu.

My Financial Desktop (MyFD)

MyFD Report Name How to Access Data After Retirement
Budget List MyFD Budget List report (BI Portal)
Budget Profile MyFD Budget Profile report (BI Portal)
Budget Summary MyFD Budget Summary report (BI Portal)
Budget Worksheet Important: This data will no longer be accessible after June 30, 2024.

 

If you need this data, you must extract and download it prior to this date. For more information, refer to Printing & Extracting | MyFinancial.Desktop.

Journal Voucher (JV) MyFD Journal Voucher Detail (BI Portal)
Reconciliation Important: This data will no longer be accessible after June 30, 2024.

 

If this data is required for an audit after this date, it will need to be extracted from the archive. More information on this process will be shared, when available.

Transaction Detail/Transaction Summary MyFD Transaction Summary report (BI Portal)

OASIS

OASIS Report/Function How to Access Data After Retirement
Ad Hoc Report Asset Lookup Report (BI Portal) – This report will allow you to search for assets by custodian, org code, budget, location, grant or contract number, OASIS asset status, purchase order or requisition, etc. Most of the search criteria available in the OASIS Ad Hoc report are available in this report.

 

Note: This report is currently under development and is expected to be available in the BI Portal in June.

Closing Award Property Closing Award Property Report (BI Portal) – This report will provide property reports for closing awards. It is also designed to report assets by sponsor funding (revenue source codes).

 

Note: This report is currently under development and is expected to be available in the BI Portal in June.

System Retirement Date – TBD

The following systems will be retired in the future, but specific details have not been defined. Please check back for updates.

  • Ariba
  • BGT
  • Financial Accounting System (FAS)
  • JD Edwards
  • PAS

Questions?

Please submit questions as follows to ensure they reach the appropriate team and get a quicker response:

If you have questions about… Email…
eFECS
MyFD help@uw.edu (include “BI Portal MyFD Legacy Reports” in the subject line).
OASIS eio@uw.edu