{"id":2966,"date":"2019-08-05T10:38:13","date_gmt":"2019-08-05T14:38:13","guid":{"rendered":"https:\/\/myapps.northcarolina.edu\/fdm\/?page_id=2966"},"modified":"2022-08-29T11:30:19","modified_gmt":"2022-08-29T15:30:19","slug":"resources","status":"publish","type":"page","link":"https:\/\/myapps.northcarolina.edu\/fdm\/resources\/","title":{"rendered":"FDM Resources"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.17.3&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; custom_margin=&#8221;|-10%||-10%|false|false&#8221; custom_padding=&#8221;|||1px|false|false&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1>Finance Data Mart Resources<\/h1>\n<p>The Finance Data Mart (FDM) presents high level financial data for the UNC System.\u00a0 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).\u00a0 The FDM provides foundational, though not exhaustive, information about UNC System business operations.\u00a0 \n<table id=\"tablepress-3\" class=\"tablepress tablepress-id-3\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Category<\/th><th class=\"column-2\">Resource<\/th><th class=\"column-3\">Description<\/th><th class=\"column-4\">UNC System Login Required<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Agenda and Notes<\/td><td class=\"column-2\"><a href=\"https:\/\/uncsystem.sharepoint.com\/:w:\/s\/FDM-FinanceDataMart2-Internal\/EY0To1DtyfNKktbQVW1ZORIBiUUpQ5r3KtSPhJlLZq73bQ?e=VuuQy5&amp;xsdata=MDV8MDJ8bGR3aWxsaWFtc0Bub3J0aGNhcm9saW5hLmVkdXw0OGY5YTlkZWVjOTA0MjlkMDM0NjA4ZGNiYWQyZmQ0MnxiNjkzZWQ5ZDkyZTE0ZTM5YjgyZTAyZjZmZWE2OTkxZXwwfDB8NjM4NTkwNjYyNTkzODQ1NzE3fFVua25vd258VFdGcGJHWnNiM2Q4ZXlKV0lqb2lNQzR3TGpBd01EQWlMQ0pRSWpvaVYybHVNeklpTENKQlRpSTZJazFoYVd3aUxDSlhWQ0k2TW4wPXwwfHx8&amp;sdata=NmYvYnlnaUY5OVJYVkVTNDFCWDVHNW1IUm5seW15ZTR4eUZSem9DbWxSWT0%3d#\">FDM Monthly Call Agenda and Notes<\/a><\/td><td class=\"column-3\">Agenda and Notes for Monthly Calls.  Includes links to the meeting.<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Monthly Call<\/td><td class=\"column-2\"><a href=\"https:\/\/nam04.safelinks.protection.outlook.com\/ap\/t-59584e83\/?url=https%3A%2F%2Fteams.microsoft.com%2Fl%2Fmeetup-join%2F19%253ameeting_Y2FiMGJjNWUtMTI2YS00ZjBkLTkzYzAtOGY3MzllNjQ4YTBm%2540thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%2522b693ed9d-92e1-4e39-b82e-02f6fea6991e%2522%252c%2522Oid%2522%253a%2522bd768479-270d-410e-93f2-6f1ceb58d186%2522%257d&amp;data=05%7C01%7Clebageant%40northcarolina.edu%7Ce3d05cec130e4d9f607e08db72832aeb%7Cb693ed9d92e14e39b82e02f6fea6991e%7C0%7C0%7C638229679900426098%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=FyMLK%2FmahU2TzI067nXsDvBpXPl3%2B0C%2FfQQ9WR6dkUY%3D&amp;reserved=0\" rel=\"noopener\" target=\"_blank\">Monthly Call Link<\/a><\/td><td class=\"column-3\">3rd Thursday of each month @10AM.  <\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">FDM Login<\/td><td class=\"column-2\"><a href=\"https:\/\/uncdm.northcarolina.edu\/fdm\/index.htm\" rel=\"noopener\" target=\"_blank\">Finance Data Mart Login<\/a><\/td><td class=\"column-3\">Link to Finance Data Mart.  The Dictionary is available without a login.  All other features require permission from an FDM Campus Admin.<\/td><td class=\"column-4\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background.png\" alt=\"\" width=\"18\" height=\"18\" class=\"aligncenter size-full wp-image-3015\" \/><\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">FDM Email List<\/td><td class=\"column-2\"><a href=\"https:\/\/lists.northcarolina.edu\/postorius\/lists\/fdm-info.lists.northcarolina.edu\/\" rel=\"noopener\" target=\"_blank\">Email subscription page<\/a><\/td><td class=\"column-3\">Manage your subscription to the FDM System Updates listserv<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">FDM Data Dictionary<\/td><td class=\"column-2\"><a href=\"https:\/\/uncdm.northcarolina.edu\/fdm\/fdm_dictionary.php\" rel=\"noopener\" target=\"_blank\">FDM Data Dictionary<\/a><\/td><td class=\"column-3\">Data dictionary by category and field.<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\">FDM Chart of Accounts<\/td><td class=\"column-2\"><a href=\"https:\/\/uncsystem.sharepoint.com\/:x:\/s\/FDM-FinanceDataMart2-Internal\/EXd8sm8F2VNNn6yG8HxQo5IBMThEF-Vb2K8F5mXX1fNPxw?e=Oa3wc6\">FDM Chart of Accounts - QA<\/a><\/td><td class=\"column-3\">Chart of Accounts - working version for development and QA purposes.  See FDM Verification Report \"COA CODES - Complete FDM COA (Accounts, Funds, Programs, Departments)\" for production version.<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\">FDM User Guide<\/td><td class=\"column-2\"><a href=\"https:\/\/uncsystem.sharepoint.com\/sites\/FDM-FinanceDataMart2\/SitePages\/Introduction.aspx\" rel=\"noopener\" target=\"_blank\">FDM User Guide<\/a><\/td><td class=\"column-3\">FDM User Guide<\/td><td class=\"column-4\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background.png\" alt=\"\" width=\"18\" height=\"18\" class=\"aligncenter size-full wp-image-3015\" \/><\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\">FDM Data Feeds and Datasets<\/td><td class=\"column-2\"><a href=\"https:\/\/uncsystem.sharepoint.com\/:f:\/s\/FDM-FinanceDataMart2\/EizEaL3vy6FNiXkwrOBAah4BB7ORmiEzo5ZdhAxLJQyyaw\" rel=\"noopener\" target=\"_blank\">Data Feeds and Datasets<\/a><\/td><td class=\"column-3\">Data feeds are supplied to FDM from institutions via Snapshots.  One or many data feeds are joined to form reporting datasets.<\/td><td class=\"column-4\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background.png\" alt=\"\" width=\"18\" height=\"18\" class=\"aligncenter size-full wp-image-3015\" \/><\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\">FDM Upcoming Release Changes<\/td><td class=\"column-2\"><a href=\"https:\/\/app.smartsheet.com\/b\/publish?EQBCT=15c233bc4b86439daf45a72671ad89eb\" rel=\"noopener\" target=\"_blank\">FDM Code Changes Public<\/a><\/td><td class=\"column-3\">Planned changes for the upcoming release.<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\">FDM Calendar<\/td><td class=\"column-2\"><a href=\"https:\/\/app.smartsheet.com\/b\/publish?EQBCT=401b981fee91476d94510c96532b80de\" rel=\"noopener\" target=\"_blank\">FDM Release Schedule<\/a><\/td><td class=\"column-3\">Key dates for release to QA and Production.<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-12\">\n\t<td class=\"column-1\">FDM Roadmap<\/td><td class=\"column-2\"><a href=\"https:\/\/app.smartsheet.com\/b\/publish?EQBCT=036bdaf97afa4038b0fd9897657c8968\" rel=\"noopener noreferrer\" target=\"_blank\">FDM Roadmap<\/a><\/td><td class=\"column-3\">Enhancements requested or planned for the Finance Data Mart future releases.<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-13\">\n\t<td class=\"column-1\">FDM Processes<\/td><td class=\"column-2\"><a href=\"https:\/\/uncsystem.sharepoint.com\/:f:\/s\/FDM-FinanceDataMart2\/EjnuvauGuvJMkUoiwJXgheIBd5I3Ugc_4erNq38Xt8W0ZA?e=xxi42q\" rel=\"noopener\" target=\"_blank\">Process Documents<\/a><\/td><td class=\"column-3\">Explanation of common FDM processes.<\/td><td class=\"column-4\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background.png\" alt=\"\" width=\"18\" height=\"18\" class=\"aligncenter size-full wp-image-3015\" \/><\/td>\n<\/tr>\n<tr class=\"row-14\">\n\t<td class=\"column-1\">FDM Project Overview<\/td><td class=\"column-2\"><a href=\"https:\/\/drive.google.com\/open?id=1bQHVE-xfgy4tL28yPpNEVij-bgNrM2k0\" rel=\"noopener noreferrer\" target=\"_blank\">FDM Introduction<\/a><\/td><td class=\"column-3\">Presentation on FDM background and overview<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-15\">\n\t<td class=\"column-1\">FDM Project Roles<\/td><td class=\"column-2\"><a href=\"https:\/\/drive.google.com\/open?id=1P7FMVZFxCa89X2UivYdsTzz78ovry9AK\" rel=\"noopener noreferrer\" target=\"_blank\">FDM Project Roles<\/a><\/td><td class=\"column-3\">A description of the university and system office roles by project stage<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-16\">\n\t<td class=\"column-1\">FDM University Contacts<\/td><td class=\"column-2\"><a href=\"https:\/\/app.smartsheet.com\/b\/publish?EQBCT=42eb35c150dc4202af645bf37ad70115\" rel=\"noopener noreferrer\" target=\"_blank\">University Points of Contact (POC)<\/a><\/td><td class=\"column-3\">Lead contact and team members for each university<\/td><td class=\"column-4\"><\/td>\n<\/tr>\n<tr class=\"row-17\">\n\t<td class=\"column-1\">FDM Documents<\/td><td class=\"column-2\"><a href=\"https:\/\/uncsystem.sharepoint.com\/:f:\/s\/FDM-FinanceDataMart2\/Es2KsnyFBoZHtQy6o4ajtJgBUhuJ6WIaJzPl0zwsYSuT-w?e=QBP8rJ\" rel=\"noopener noreferrer\" target=\"_blank\">FDM Document Library<\/a><\/td><td class=\"column-3\">System and process document library.<\/td><td class=\"column-4\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background.png\" alt=\"\" width=\"18\" height=\"18\" class=\"aligncenter size-full wp-image-3015\" \/><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-3 from cache --><\/p>\n<p style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3077 alignnone\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background-300x300.png\" alt=\"\" width=\"11\" height=\"11\" \/>\u00a0A one-time invitation is required to access the UNC System Microsoft environment and available Sharepoint files.\u00a0<a href=\"https:\/\/uncdm.northcarolina.edu\/fdm\/inviteme.php\">Click Here<\/a><\/p>\n<p style=\"text-align: center\">To receive email updates on FDM, email\u00a0<a title=\"Subscribe to Email List\" href=\"mailto:fdm-info-request@lists.northcarolina.edu?subject=SUBSCRIBE\">fdm-info-request@lists.northcarolina.edu<\/a>\u00a0with SUBSCRIBE in the subject line.<\/p>\n<p style=\"text-align: center\">Have a question? Email\u00a0<a href=\"mailto:fdm@northcarolina.edu\">fdm@northcarolina.edu<\/a>\u00a0with questions or comments.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Finance Data Mart Resources The Finance Data Mart (FDM) presents high level financial data for the UNC System.\u00a0 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).\u00a0 The [&hellip;]<\/p>\n","protected":false},"author":19,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<p>The Finance Data Mart (FDM) presents high level financial data for the UNC System.\u00a0 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).\u00a0 The FDM provides foundational, though not exhaustive, information about UNC System business operations.<\/p><p>\u00a0<\/p><p>[table_filter id=3 \/]<\/p><p style=\"text-align: center;\"><img class=\"wp-image-3077 alignnone\" src=\"https:\/\/myapps.northcarolina.edu\/uncdm\/wp-content\/uploads\/sites\/69\/2021\/01\/lock-icon-black-transparent-background-300x300.png\" alt=\"\" width=\"11\" height=\"11\" \/>\u00a0A one-time invitation is required to access the UNC System Microsoft environment and available Sharepoint files.\u00a0<a href=\"https:\/\/uncdm.northcarolina.edu\/fdm\/inviteme.php\">Click Here<\/a><\/p><p style=\"text-align: center;\">To receive email updates on FDM, email\u00a0<a title=\"Subscribe to Email List\" href=\"mailto:fdm-info-request@lists.northcarolina.edu?subject=SUBSCRIBE\">fdm-info-request@lists.northcarolina.edu<\/a>\u00a0with SUBSCRIBE in the subject line.<\/p><p style=\"text-align: center;\">Have a question? Email\u00a0<a href=\"mailto:fdm@northcarolina.edu\">fdm@northcarolina.edu<\/a>\u00a0with questions or comments.<\/p>","_et_gb_content_width":"","footnotes":""},"class_list":["post-2966","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/pages\/2966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/comments?post=2966"}],"version-history":[{"count":18,"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/pages\/2966\/revisions"}],"predecessor-version":[{"id":3085,"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/pages\/2966\/revisions\/3085"}],"wp:attachment":[{"href":"https:\/\/myapps.northcarolina.edu\/fdm\/wp-json\/wp\/v2\/media?parent=2966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}