Cost Allocation data is split into two tables. One contains data for the FY being planned. The other contains historic data that is generally static.
Cost Allocation Extract – New Year Base Budget
Contains cost allocation data for the FY being planned.
Tablename: LONGVIEW.COST_ALLOC_CURRENT
Load schedule: Monday – Friday @ approximately 7:30AM
| Field Listing (name and data type) | Definition |
| EXTRACT_DATE – DATE | Date and Time data was populated to given Extract Table |
| TIMEPERIOD – VARCHAR2(500 BYTE) | Describes whether Position Cost Allocation data represents the New Year Base Budget Plan or Current Year’s Final Budget |
| NAME – VARCHAR2(500 BYTE) | The name of the person. |
| EMPLID – VARCHAR2(500 BYTE) | The unique identifier for an individual in the HR system from Cynergy |
| POSITIONID – VARCHAR2(500 BYTE) | The unique identification number for the position from Longview. Any dashes/hyphens (“-“) originating from the Workday system are converted to underscores (“_”). |
| WORKDAY_POSITIONID – VARCHAR2(500 BYTE) | The unique identification number for the position from Workday. Contains dashes/hyphens (“-“) originating from the Workday system. |
| POSITIONDESC – VARCHAR2(500 BYTE) | The long description of the position. |
| ORGANIZATION – VARCHAR2(500 BYTE) | Org path using codes that indicates place in the lineage of each org, from the parent org code down to the child org code. |
| COLLEGE – VARCHAR2(500 BYTE) | Represents a unique “C” Level Org assigned to units within an institution. Unique to a particular chart to which it belongs. |
| ORG – VARCHAR2(500 BYTE) | Represents a unique “Bottom Org” identifier assigned to units within an institution. Unique to a particular chart to which it belongs. |
| ORGDESCRIPTION – VARCHAR2(500 BYTE) | Name of bottom org |
| ACCOUNT – VARCHAR2(500 BYTE) | The unique number to identify a pool of funds assigned to a specific institution entity for a specific function. “_Sub Account” will be appended where Sub Accounts for given level row data exists. |
| ACCOUNTDESC – VARCHAR2(500 BYTE) | The name on the account or Sub Account where applicable |
| OBJECT – VARCHAR2(500 BYTE) | A four-character code to represent all income, expense, asset, liability, and fund balance classifications assigned to transactions & help identify the nature of the transaction. Object codes are defined centrally with broad definitions so that they are available for use by more than one organization. They are specific to a chart and a fiscal year. |
| OBJECTDESC – VARCHAR2(500 BYTE) | A long descriptive name for the object code that appears on the Accounting Lines tab in financial documents as well as in searches and reports |
| OBJLEVEL – VARCHAR2(500 BYTE) | An attribute of Object Code that is used to group similar object codes into categories for reporting. Object Level reports up to Object Consolidation. |
| SUBOBJ – VARCHAR2(500 BYTE) | An optional element of the accounting string related to the university object code that allows for finer distinctions within a particular object code for a specific account (for example, income and expense class). |
| SUBOBJDESC – VARCHAR2(500 BYTE) | An optional element of the accounting string related to the university object code that allows for finer distinctions within a particular object code for a specific account (for example, income and expense class). |
| DISTRWD – NUMBER | Existing allocation percentages in Workday for given row level Account, Object and Position. |
| DISTR – NUMBER | Budgeted allocation percentages for given row level Account, Object and Position. |
| FLAG – VARCHAR2(500 BYTE) | Indicator to let you know there is a change in the current Workday data, identified by the codes below. The change flags are informational and will not overwrite your planning to date. To clear the flag, click on cell with flag and clear the code, this indicates you have reviewed the flag data and incorporated any needed action into your planning. A – Allocation Change S – Salary Change N – New C – Position Data Change |
| SALARYCALC – NUMBER | A value that is calculated upon budget initialization. For exempt, this is the annual salary that comes from workday. For non-exempt, this is the hourly rate * standard work hours per week from workday / 5 days per week * number of work days per year, (as entered as an input value during the initialization process). |
| BASEBUDSAL – NUMBER | The planned budgeted salary of all the allocations being paid by the account/value in the organization/account symbol selector pull down. This is a roll-up of all the allocations attributed to a specific organization/account. |
| FUND – VARCHAR2(500 BYTE) | The Fund Group Code Path Rollup for given account. “Fund_Sub Fund_Sub Fund Program” |
| MAJOR – VARCHAR2(500 BYTE) | Categorization of activities and fund balances that are controlled by various stakeholders including, but not limited to, those controlled by Deans, Departments, Faculty and Students. In addition there is a need to be able to identify what major activities these fund balances are earmarked for. |
| HEC – VARCHAR2(50 BYTE) | The code assigned to a specific higher ed function. |
| ENCC – VARCHAR2(500 BYTE) | Code indicating whether the account is related to a Contract or Endowed Unit |
| NOTES – VARCHAR2(500 BYTE) | Free form note entered at the intersection of (Sub) Account and (Sub) Object for the given Budget Time Period |
| LVPCT_ADMN – NUMBER | % Planned: Administrative Leave |
| LVPCT_DEL – NUMBER | % Planned: Delete/Inactivate Position |
| LVPCT_HIRE – NUMBER | % Planned: New Hire |
| LVPCT_LPRT – NUMBER | % Planned: Partial Leave(eg. 80% time for AY) |
| LVPCT_LWOP – NUMBER | % Planned: Leave Without Pay |
| LVPCT_LWP – NUMBER | % Planned: Leave With Pay |
| LVPCT_NEW – NUMBER | % Planned: New Position |
| LVPCT_NONE – NUMBER | % Planned: No Leave |
| LVPCT_OTH – NUMBER | % Planned: Other |
| LVPCT_PRET – NUMBER | % Planned: Phased Retirement |
| LVPCT_RET – NUMBER | % Planned: Retirement |
| LVPCT_STLV – NUMBER | % Planned: Study Leave |
| LVPCT_TERM – NUMBER | % Planned: Termination |
| LVPCT_LEAVE – NUMBER | Total % Planned: (Non Sabbatical related) |
| LVPCT_SABA – NUMBER | % Planned: Sabbatic – Academic Year |
| LVPCT_SABC – NUMBER | % Planned: Sabbatic – Calendar Year NEW New Position |
| LVPCT_SABF – NUMBER | % Planned: Sabbatic – Fall |
| LVPCT_SABO – NUMBER | % Planned: Sabbatic – Other |
| LVPCT_SABS – NUMBER | % Planned: Sabbatic – Spring |
| TOTAL_LEAVE_PCT – NUMBER | Total % Planned: (Sabbatical + Non Sabbatical) |
| LVAMT_ADMN – NUMBER | Dollar Amount Planned: Administrative Leave |
| LVAMT_DEL – NUMBER | Dollar Amount Planned: Delete/Inactivate Position |
| LVAMT_HIRE – NUMBER | Dollar Amount Planned: New Hire |
| LVAMT_LPRT – NUMBER | Dollar Amount Planned: Partial Leave(eg. 80% time for AY) |
| LVAMT_LWOP – NUMBER | Dollar Amount Planned: Leave Without Pay |
| LVAMT_LWP – NUMBER | Dollar Amount Planned: Leave With Pay |
| LVAMT_NEW – NUMBER | Dollar Amount Planned: New Position |
| LVAMT_NONE – NUMBER | Dollar Amount Planned: No Leave |
| LVAMT_OTH – NUMBER | Dollar Amount Planned: Other |
| LVAMT_PRET – NUMBER | Dollar Amount Planned: Phased Retirement |
| LVAMT_RET – NUMBER | Dollar Amount Planned: Retirement |
| LVAMT_STLV – NUMBER | Dollar Amount Planned: Study Leave |
| LVAMT_TERM – NUMBER | Dollar Amount Planned: Termination |
| LVAMT_LEAVE – NUMBER | Total Dollar Amount Planned: (Non Sabbatical related) |
| LVAMT_SABA – NUMBER | Dollar Amount Planned: Sabbatic – Academic Year |
| LVAMT_SABC – NUMBER | Dollar Amount Planned: Sabbatic – Calendar Year NEW New Position |
| LVAMT_SABF – NUMBER | Dollar Amount Planned: Sabbatic – Fall |
| LVAMT_SABO – NUMBER | Dollar Amount Planned: Sabbatic – Other |
| LVAMT_SABS – NUMBER | Dollar Amount Planned: Sabbatic – Spring |
| TOTAL_LEAVE_AMT – NUMBER | Total Dollar Amount Planned: (Sabbatical + Non Sabbatical) |
Cost Allocation Data – Current Year Final Budget
Contains data for the current year’s cost allocations.
Tablename: LONGVIEW.COST_ALLOC_HIST
Run schedule: approximately 3 times annually
| Field Listing (name and data type) | Definition |
| EXTRACT_DATE – DATE | Date and Time data was populated to given Extract Table |
| TIMEPERIOD – VARCHAR2(500 BYTE) | Describes whether Position Cost Allocation data represents the New Year Base Budget Plan or Current Year’s Final Budget |
| NAME – VARCHAR2(500 BYTE) | The name of the person. |
| EMPLID – VARCHAR2(500 BYTE) | The unique identifier for an individual in the HR system from Cynergy |
| POSITIONID – VARCHAR2(500 BYTE) | The unique identification number for the position from Longview. Any dashes/hyphens (“-“) originating from the Workday system are converted to underscores (“_”). |
| WORKDAY_POSITIONID – VARCHAR2(500 BYTE) | The unique identification number for the position from Workday. Contains dashes/hyphens (“-“) originating from the Workday system. |
| POSITIONDESC – VARCHAR2(500 BYTE) | The long description of the position. |
| ORGANIZATION – VARCHAR2(500 BYTE) | Org path using codes that indicates place in the lineage of each org, from the parent org code down to the child org code. |
| COLLEGE – VARCHAR2(500 BYTE) | Represents a unique “C” Level Org assigned to units within an institution. Unique to a particular chart to which it belongs. |
| ORG – VARCHAR2(500 BYTE) | Represents a unique “Bottom Org” identifier assigned to units within an institution. Unique to a particular chart to which it belongs. |
| ORGDESCRIPTION – VARCHAR2(500 BYTE) | Name of bottom org |
| ACCOUNT – VARCHAR2(500 BYTE) | The unique number to identify a pool of funds assigned to a specific institution entity for a specific function. “_Sub Account” will be appended where Sub Accounts for given level row data exists. |
| ACCOUNTDESC – VARCHAR2(500 BYTE) | The name on the account or Sub Account where applicable |
| OBJECT – VARCHAR2(500 BYTE) | A four-character code to represent all income, expense, asset, liability, and fund balance classifications assigned to transactions & help identify the nature of the transaction. Object codes are defined centrally with broad definitions so that they are available for use by more than one organization. They are specific to a chart and a fiscal year. |
| OBJECTDESC – VARCHAR2(500 BYTE) | A long descriptive name for the object code that appears on the Accounting Lines tab in financial documents as well as in searches and reports |
| OBJLEVEL – VARCHAR2(500 BYTE) | An attribute of Object Code that is used to group similar object codes into categories for reporting. Object Level reports up to Object Consolidation. |
| SUBOBJ – VARCHAR2(500 BYTE) | An optional element of the accounting string related to the university object code that allows for finer distinctions within a particular object code for a specific account (for example, income and expense class). |
| SUBOBJDESC – VARCHAR2(500 BYTE) | An optional element of the accounting string related to the university object code that allows for finer distinctions within a particular object code for a specific account (for example, income and expense class). |
| DISTRWD – NUMBER | Existing allocation percentages in Workday for given row level Account, Object and Position. |
| DISTR – NUMBER | Budgeted allocation percentages for given row level Account, Object and Position. |
| FLAG – VARCHAR2(500 BYTE) | Indicator to let you know there is a change in the current Workday data, identified by the codes below. The change flags are informational and will not overwrite your planning to date. To clear the flag, click on cell with flag and clear the code, this indicates you have reviewed the flag data and incorporated any needed action into your planning. A – Allocation Change S – Salary Change N – New C – Position Data Change |
| SALARYCALC – NUMBER | A value that is calculated upon budget initialization. For exempt, this is the annual salary that comes from workday. For non-exempt, this is the hourly rate * standard work hours per week from workday / 5 days per week * number of work days per year, (as entered as an input value during the initialization process). |
| BASEBUDSAL – NUMBER | The planned budgeted salary of all the allocations being paid by the account/value in the organization/account symbol selector pull down. This is a roll-up of all the allocations attributed to a specific organization/account. |
| FUND – VARCHAR2(500 BYTE) | The Fund Group Code Path Rollup for given account. “Fund_Sub Fund_Sub Fund Program” |
| MAJOR – VARCHAR2(500 BYTE) | Categorization of activities and fund balances that are controlled by various stakeholders including, but not limited to, those controlled by Deans, Departments, Faculty and Students. In addition there is a need to be able to identify what major activities these fund balances are earmarked for. |
| HEC – VARCHAR2(50 BYTE) | The code assigned to a specific higher ed function. |
| ENCC – VARCHAR2(500 BYTE) | Code indicating whether the account is related to a Contract or Endowed Unit |
| NOTES – VARCHAR2(500 BYTE) | Free form note entered at the intersection of (Sub) Account and (Sub) Object for the given Budget Time Period |
| LVPCT_ADMN – NUMBER | % Planned: Administrative Leave |
| LVPCT_DEL – NUMBER | % Planned: Delete/Inactivate Position |
| LVPCT_HIRE – NUMBER | % Planned: New Hire |
| LVPCT_LPRT – NUMBER | % Planned: Partial Leave(eg. 80% time for AY) |
| LVPCT_LWOP – NUMBER | % Planned: Leave Without Pay |
| LVPCT_LWP – NUMBER | % Planned: Leave With Pay |
| LVPCT_NEW – NUMBER | % Planned: New Position |
| LVPCT_NONE – NUMBER | % Planned: No Leave |
| LVPCT_OTH – NUMBER | % Planned: Other |
| LVPCT_PRET – NUMBER | % Planned: Phased Retirement |
| LVPCT_RET – NUMBER | % Planned: Retirement |
| LVPCT_STLV – NUMBER | % Planned: Study Leave |
| LVPCT_TERM – NUMBER | % Planned: Termination |
| LVPCT_LEAVE – NUMBER | Total % Planned: (Non Sabbatical related) |
| LVPCT_SABA – NUMBER | % Planned: Sabbatic – Academic Year |
| LVPCT_SABC – NUMBER | % Planned: Sabbatic – Calendar Year NEW New Position |
| LVPCT_SABF – NUMBER | % Planned: Sabbatic – Fall |
| LVPCT_SABO – NUMBER | % Planned: Sabbatic – Other |
| LVPCT_SABS – NUMBER | % Planned: Sabbatic – Spring |
| TOTAL_LEAVE_PCT – NUMBER | Total % Planned: (Sabbatical + Non Sabbatical) |
| LVAMT_ADMN – NUMBER | Dollar Amount Planned: Administrative Leave |
| LVAMT_DEL – NUMBER | Dollar Amount Planned: Delete/Inactivate Position |
| LVAMT_HIRE – NUMBER | Dollar Amount Planned: New Hire |
| LVAMT_LPRT – NUMBER | Dollar Amount Planned: Partial Leave(eg. 80% time for AY) |
| LVAMT_LWOP – NUMBER | Dollar Amount Planned: Leave Without Pay |
| LVAMT_LWP – NUMBER | Dollar Amount Planned: Leave With Pay |
| LVAMT_NEW – NUMBER | Dollar Amount Planned: New Position |
| LVAMT_NONE – NUMBER | Dollar Amount Planned: No Leave |
| LVAMT_OTH – NUMBER | Dollar Amount Planned: Other |
| LVAMT_PRET – NUMBER | Dollar Amount Planned: Phased Retirement |
| LVAMT_RET – NUMBER | Dollar Amount Planned: Retirement |
| LVAMT_STLV – NUMBER | Dollar Amount Planned: Study Leave |
| LVAMT_TERM – NUMBER | Dollar Amount Planned: Termination |
| LVAMT_LEAVE – NUMBER | Total Dollar Amount Planned: (Non Sabbatical related) |
| LVAMT_SABA – NUMBER | Dollar Amount Planned: Sabbatic – Academic Year |
| LVAMT_SABC – NUMBER | Dollar Amount Planned: Sabbatic – Calendar Year NEW New Position |
| LVAMT_SABF – NUMBER | Dollar Amount Planned: Sabbatic – Fall |
| LVAMT_SABO – NUMBER | Dollar Amount Planned: Sabbatic – Other |
| LVAMT_SABS – NUMBER | Dollar Amount Planned: Sabbatic – Spring |
| TOTAL_LEAVE_AMT – NUMBER | Total Dollar Amount Planned: (Sabbatical + Non Sabbatical) |