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MyFD Retirement

How will I know which reports to use in the future state of UWFT?

This will depend on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).

Historical Data: Reporting in MyFD will remain available for a period (likely 9-12 months) after Biennium Close; the exact length of time is still to be determined. During this time, current users will be able to access historical data in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available).

Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.

Additional resources are under development to help current MyFD users transition to the future state. Please follow the System Crosswalk - Current to Future State page in the UWFT Change Network, which will be updated as more resources become available.

How will I access historical data after UWFT Go Live?

Reports and queries will remain available in MyFD for a period (likely 9-12 months) after Biennium Close, however, the exact length of time is still to be determined. During this time, users will be able to run queries and reports the same way they do today to access historical data (Fiscal Year 2023 and earlier)

Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.

Reports (Budget Summary)

How will I know which reports to use in the future state of UWFT?

This will depend on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).

Historical Data: Reporting in MyFD will remain available for a period (likely 9-12 months) after Biennium Close; the exact length of time is still to be determined. During this time, current users will be able to access historical data in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available).

Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.

Additional resources are under development to help current MyFD users transition to the future state. Please follow the System Crosswalk - Current to Future State page in the UWFT Change Network, which will be updated as more resources become available.

How will I access historical data after UWFT Go Live?

Reports and queries will remain available in MyFD for a period (likely 9-12 months) after Biennium Close, however, the exact length of time is still to be determined. During this time, users will be able to run queries and reports the same way they do today to access historical data (Fiscal Year 2023 and earlier)

Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.

Where can I find the subtotals and totals of Indirect and Direct Costs?

Direct Costs will be listed on the Budget Summary report directly under the Total Expenditures line.

Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the Transaction Summary report as a line for Indirect Costs.

Why can't I see my budgeted amount?

During the Biennium Crossover periods (June, July, and August of odd years), MyFinancial.desktop (MyFD) may not display Budgeted Amounts. Budgeted amounts for biennial budgets are not available until late August, after all final calculations for the closing biennium are complete. Until this time, there are no budgeted amounts available in the University's financial systems, including FIN/FAS and the Buget System (BGT)

Why can't I select Activity to Date in on some reports?

MyFD automatically displays the correct Project Reporting Period for each specific budget type and by extension, the correct Remaining Budgeted Amount. For example, for grant budgets the "Activity to Date" option is available, while for state budgets, the "Fiscal Year" and "Biennium" options are available. More information regarding Reporting Period is on our Budget Summary and Transaction Summary webpages.

I'm looking at grant budgets, which aren't biennial; why can't I see the budgeted amount?

Even though we know the budgeted amount for grants, during the Biennium Crossover period, all budgeted amount data becomes unavailable in the University's financial systems. When the budgeted amounts for biennial budgets become available, budgeted amounts for ALL budget types, including grants, are uploaded to the Budget System and Financial Systems; this generally occurs in late August. At this point, the budget balance for grants will be re-displayed in MyFinancial.desktop.

Reports (Current Encumbrances)

How will I know which reports to use in the future state of UWFT?

This will depend on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).

Historical Data: Reporting in MyFD will remain available for a period (likely 9-12 months) after Biennium Close; the exact length of time is still to be determined. During this time, current users will be able to access historical data in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available).

Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.

Additional resources are under development to help current MyFD users transition to the future state. Please follow the System Crosswalk - Current to Future State page in the UWFT Change Network, which will be updated as more resources become available.

How will I access historical data after UWFT Go Live?

Reports and queries will remain available in MyFD for a period (likely 9-12 months) after Biennium Close, however, the exact length of time is still to be determined. During this time, users will be able to run queries and reports the same way they do today to access historical data (Fiscal Year 2023 and earlier)

Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.

Reports (Transaction Summary)

How will I know which reports to use in the future state of UWFT?

This will depend on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).

Historical Data: Reporting in MyFD will remain available for a period (likely 9-12 months) after Biennium Close; the exact length of time is still to be determined. During this time, current users will be able to access historical data in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available).

Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.

Additional resources are under development to help current MyFD users transition to the future state. Please follow the System Crosswalk - Current to Future State page in the UWFT Change Network, which will be updated as more resources become available.

How will I access historical data after UWFT Go Live?

Reports and queries will remain available in MyFD for a period (likely 9-12 months) after Biennium Close, however, the exact length of time is still to be determined. During this time, users will be able to run queries and reports the same way they do today to access historical data (Fiscal Year 2023 and earlier)

Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.

Where can I find the subtotals and totals of Indirect and Direct Costs?

Direct Costs will be listed on the Budget Summary report directly under the Total Expenditures line.

Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the Transaction Summary report as a line for Indirect Costs.

Why can't I select Activity to Date in on some reports?

MyFD automatically displays the correct Project Reporting Period for each specific budget type and by extension, the correct Remaining Budgeted Amount. For example, for grant budgets the "Activity to Date" option is available, while for state budgets, the "Fiscal Year" and "Biennium" options are available. More information regarding Reporting Period is on our Budget Summary and Transaction Summary webpages.