Finance Data Mart Resources

The Finance Data Mart (FDM) presents high level financial data for the UNC System.  Data are supplied by constituent institutions by way of import from the enterprise resource planning (ERP) systems into a web-accessible data warehouse. The data collected support planning, analysis, and assessment efforts at the central (System Office).  The FDM provides foundational, though not exhaustive, information about UNC System business operations. 

CategoryResourceDescriptionUNC System Login Required
Agenda and NotesFDM Monthly Call Agenda and NotesAgenda and Notes for Monthly Calls
Monthly CallMonthly Call Link3rd Friday of each month 10AM. Outlook or Google
FDM LoginFinance Data Mart LoginLink to the Finance Data Mart. The Dictionary is available without a login. Other features require permission from a member of the campus FDM team with permission to grant access to others.
FDM ProcessesProcess DocumentsExplanation of common FDM processes.
FDM Project OverviewFDM IntroductionPresentation on FDM background and overview
FDM Project OverviewFDM Project RolesA description of the university and system office roles by project stage
FDM User GuideFDM User GuideFDM User Guide
FDM RoadmapFDM RoadmapEnhancements requested or planned for the Finance Data Mart future releases.
FDM Release ScheduleFDM Release ScheduleDates for release to QA and Production.
FDM TeamUniversity Points of Contact (POC)Lead contact and team members for each university
FDM TechnicalFDM GL DatafeedsList of data elements by data feed planned for the FDM
COACOA DiscussionPresentation on the UNC System Chart of Accounts (COA)
FDM DocumentsFDM Document LibrarySystem and process document library.
FDM Upcoming Release ChangesFDM Code Changes PublicPlanned changes for the upcoming release.

 A one-time invitation is required to access the UNC System Microsoft environment and available Sharepoint files. Click Here

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Have a question? Email with questions or comments.