In Fiscal Year (FY) 2024, Workday Finance became the UW’s primary financial system of record. This transition replaced many legacy systems, and while most of these systems were retired when Workday went live, some remained temporarily available in read-only mode to support legacy reporting.
This page was created to support the retirement of those remaining systems. It provides context about the transition and points to alternative resources for accessing legacy financial data.
Note: As of June 30, 2025, all legacy systems have been fully retired.
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 were provided to ensure users continue to have access to the data; however, some archived data will only be available upon request. This section provides a crosswalk, by system, of reports available to access legacy data.
Refer to the Ariba Retirement page for information about this retirement.
| Type of Data | How to Access Data After Retirement |
|---|---|
| Historical Budget Revisions | Grant and Contract Accounting Budget Revisions report (BI Portal) |
| 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. |
| Type of Data | How to Access Data After Retirement |
|---|---|
|
General |
UW Finance Cube Resources - Legacy Data 1 |
|
General Ledger |
UW GL Cube Resources 1 |
|
Accounts Payable |
UW Spend Cube (PAS) Resources 1 |
|
Audit Trail Data for Budget Numbers |
Budget Number Index Audit Trail 2 report Note: Access to this report is currently limited to personnel in the Sponsored Programs Finance office. |
| MyFD |
MyFD Reports (BI Portal) 1 UW Finance Cube Resources - Legacy Data 1 (refer to the MyFD Templates section of this page) |
1 Access to this resource is managed via ASTRA roles. If you don’t have access, use the Find My Authorizer tool to request the Administrative Analyst or Administrator/Manager/FiscalTech role.
2 Access to this resource is limited to personnel in the Sponsored Programs Finance office.
| Type of Data | How to Access Data After Retirement |
|---|---|
| Milestone Billing Revisions |
Contract Status and Master Revisions Report (BI Portal) |
| Invoice History Detail | |
| Workfile Revision Detail | |
| Receipt Journals |
Receipt Detail Report (BI Portal) |
| 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 | This data is no longer accessible. |
| Journal Voucher (JV) | MyFD Journal Voucher Detail report (BI Portal) |
| Reconciliation | MyFD Reconciliation report (BI Portal) |
| Transaction Detail/Transaction Summary | MyFD Transaction Summary report (BI Portal) |
| OASIS Report/Function | How to Access Data After Retirement |
|---|---|
| Ad Hoc Report | OASIS Asset Lookup report (BI Portal) |
| Closing Award Property | OASIS Closing Award Property Report (BI Portal)
Note: This report is only used by the Equipment Inventory Office. For general asset searches, refer to the OASIS Asset Lookup report. |
| Use Case | How to Access Data After Retirement |
|---|---|
| View when legacy credits/payments posted |
UW Spend Cube (PAS) Resources3 (refer to the PAS Templates/Use Cases section of this page). Note: If you are working remotely, connect to Husky OnNet (VPN) for access. For more information, refer to Husky OnNet. |
| Search legacy payments/status of payments | |
| Research legacy payments made via checks or ACH wire | |
| Search legacy payments by check # or document sequence # |
3 Access to this resource is managed via ASTRA roles. If you don’t have access, use the Find My Authorizer tool to request the Administrative Analyst or Administrator/Manager/FiscalTech role.
Please submit questions as follows to ensure they reach the appropriate team and get a quicker response:
| If you have questions about... | Email... |
|---|---|
| A specific report or data cube... | help@uw.edu (include "BI Portal" in the subject line) |
| Legacy data or what it represents... |
The appropriate business owners for the data:
|