Answers to FDM Frequently Asked Questions
The sections below expand to provide answers to frequently asked Foundation Data Model (FDM) questions. Additional answers to overall project FAQs are also available.
Why is the chart of accounts (COA) changing?
Workday leverages a multi-dimensional accounting and reporting structure that requires Ohio State to transform the way we interact with data. While Ohio State has significant input in defining each dimension/worktag within Workday, we must do so within the FDM structure inherent to the software.
Is there a crosswalk between the COA and FDM?
Not all units and colleges use every chartfield in the same way. Therefore, a universal crosswalk between chartfields and new finance worktags is not available. However, local system owners can talk with their unit/college FDM contacts about how they have mapped data.
To facilitate the conversion of financial data from the COA to FDM, Ohio State developed a conversion tool that converts COA chartfields to worktag values. The tool does not translate worktag values to chartfields. This tool will be available to colleges and units in order to facilitate converting legacy data into worktags. While the tool provides insight into translation of legacy data from the COA to worktags, due to the possibility of operational changes within units, it may not always illustrate worktag values that should be used in the future. The release date for this tool is coming soon.
Does the new FDM include a user-defined field?
No. The user-defined field does not exist in the FDM. As part of the mapping exercise, units reviewed their user-defined values and determined which ones were needed going forward. These values were then mapped to the appropriate worktags. With the implementation of Workday, Ohio State users must use one of the standard worktags to capture information previously recorded in the user-defined chartfield.
How will IDs look for FDM dimensions?
The worktag information illustrates how IDs are expected to look at this point in time; however, through the Architect Phase we will be validating this approach. A final decision is targeted near the end of the Architect Phase of the project.
What does the new org structure look like?
In the finance area, the cost center worktag defines the financial org structure. The human resources area will use supervisory organizations to group and organize faculty and staff.
I need to convert local financial data. When will the list of finance worktag values be available?
The project team is expecting to have a sound list of financial worktag values and their corresponding IDs during the Configuration and Prototype Phase of the project in the middle of calendar year 2018.
How will I see historic or trend data?
This is a popular question! The Enterprise Project’s Business Intelligence, Analytics, and Reporting (BAR) team is gathering unit requirements and is exploring options for addressing this need within the new Reporting and Analytics Environment (RAE).
Will the human resources (HR) and student data formats change?
The Enterprise Project’s Human Resources team is currently mapping legacy PeopleSoft values to Workday values. Details on student data changes are not yet available.