If a user is looking for Peoplesoft Financial Data (Financial, Labor, E-Expense reports for a given DeptID, Grant or Project) they can contact the Budget Center for access (they have access to PeopleSoft Row-Level Security (RLS) panel which control access to the DW for Peoplesoft Financial Data ONLY). There is a nightly feed of data (transactions) along with the RLS. The general rule is once a transaction is posted in PeopleSoft, it will show up in the Data Warehouse the next business day.
* Charges in Data Warehouse aren't necessarily "paid" yet. That may be because of a payment date not arriving yet (see Pay Cycles KA)
* Procurement card charges will appear in Data Warehouse when approved by the department. Charges could theoretically sit for the 21 day approval period if an individual doesn't go in and reallocate/approve.
* When signing in, you will need to sign in with Duo authentication.
There is no formal application to complete for Data Warehouse access, but the employee must be regular staff or if a Temp, must be hired as a Person of Interest (POI) and request in the PAF Remarks- "Access to PeopleSoft Finance".
Training for Data Warehouse reports is available through the following Tip Sheets:
Data Warehouse Financial Reports Tip Sheet
Data Warehouse Travel Expense Tip Sheet
We also suggest that it may be helpful to reach out to a colleague in your department, as they may use the system differently and in unique ways, thus it may be helpful to receive training from a member of your department instead, or in addition to, the guidance in the Tip Sheets.
If further assistance is needed after checking these resources, please contact your Budget Center representative. If you have specific questions regarding Pcard transactions, our procurement team may be able to decipher the vendor transaction description and offer assistance.