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  • CBO Account Hierarchy will be renamed to Managerial Reporting Account Hierarchy
  • CBO Fund Hierarchy will be renamed to Managerial Reporting Fund Hierarchy

  • Expenditure ID will be renamed to Transaction Number

  • Contract Sponsor LOC Number will be renamed to Award Sponsor LOC Number

  • Contract Sponsor Is Federal Flag will be renamed to Award Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count will be renamed to Award Sponsor Is Federal Count

  • FINAH-Task-View will be replaced by FINAH-ProjectCosts-View

Date
Currently Available
  • FINAH-ProjectCosts-View
  • Award Sponsor LOC Number

  • Award Sponsor Is Federal Flag

  • Award Sponsor Is Federal Count

May 6

The following fields will be released for UAT

  • Managerial Reporting Account Hierarchy fields will be added to FinAH Views
  • Managerial Reporting Fund Hierarchy fields will be added to FinAH Views
  • Transaction Number will be added to FinAH Views

These fields will be migrated to Production on May 13.

May 6 - May 20

Report developers will repoint their reports

  • CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields

  • CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields

  • Expenditure ID should be repointed at Transaction Number

  • Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
May 20

The following will display blank values in Hana QA for UAT

  • CBO Account Hierarchy fields will display blank values

  • CBO Fund Hierarchy fields will display blank values

  • Expenditure ID will display blank values

  • Reports built from FINAH-Task-View will display blank values

The fields will display blank values in Production starting May 27.

May 20 - June 3

End customers will see empty fields in reports that have not yet been repointed by report developers.

Report developers will repoint their reports

  • CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields

  • CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields

  • Expenditure ID should be repointed at Transaction Number

  • Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
June 3

The following will be deleted from Hana QA.

  • CBO Account Hierarchy fields

  • CBO Fund Hierarchy fields

  • Expenditure ID

  • FINAH-Task-View
June 10

The following will be deleted from PROD causing any un-touched reports to break.

  • CBO Account Hierarchy fields

  • CBO Fund Hierarchy fields

  • Expenditure ID

  • FINAH-Task-View

...

ViewEnhancementEpic
FINAH-Award-View
  • Added Award Principal Investigator Email Address
  • Added Award Fund Manager Employee ID
  • Added Award Fund Manager Name Full
  • Added Award Fund Manager ID And Name
  • Added Award Fund Manager Email Address
  • Added Award Burden Schedule Cost Code
  • Added Award Burden Schedule Multiplier
FINAHCORE-926
FINAH-Contract-View
  • Added Award Approval Required By Sponsor Count

  • Added Award Approval Required By Sponsor Flag

  • Added Award Bill Plan Document Number

  • Added Award Burden Schedule

  • Added Award Burden Schedule Cost Code

  • Added Award Burden Schedule Multiplier

  • Added Award CFDA Number

  • Added Award Close DateTime

  • Added Award End DateTime

  • Added Award Expanded Authority Count

  • Added Award Expanded Authority Flag

  • Added Award External Funding Source

  • Added Award External Funding Source Code

  • Added Award External Funding Source Code And Name

  • Added Award External Funding Source Cost Share Required Count

  • Added Award External Funding Source Cost Share Required Flag

  • Added Award Flow Through Is Federal Count

  • Added Award Flow Through Is Federal Flag

  • Added Award Flow Through Sponsor

  • Added Award Flow Through Sponsor Code

  • Added Award Flow Through Sponsor Code And Name

  • Added Award Flow Through Sponsor Is Federal Count

  • Added Award Flow Through Sponsor Is Federal Flag

  • Added Award Flow Through Sponsor LOC Number

  • Added Award Flow Through Sponsor REMS Code

  • Added Award Fund Manager Email Address

  • Added Award Fund Manager Employee ID

  • Added Award Fund Manager ID And Name

  • Added Award Fund Manager Name Full

  • Added Award Funded By Federal Agency Count

  • Added Award Funded By Federal Agency Flag

  • Added Award ID

  • Added Award Institution

  • Added Award Institution Code

  • Added Award Institution Code And Name

  • Added Award Internal Funding Source Count

  • Added Award Internal Funding Source Flag

  • Added Award Legal Entity

  • Added Award Legal Entity Code

  • Added Award Legal Entity Code And Name

  • Added Award Number

  • Added Award Number And Title

  • Added Award Off Campus Count

  • Added Award Off Campus Flag

  • Added Award OP Source

  • Added Award OP Source Code

  • Added Award OP Source Code And Name

  • Added Award Owning Organization

  • Added Award Owning Organization Code

  • Added Award Owning Organization Code And Name

  • Added Award PPM Clinical Trial Type

  • Added Award PreAward DateTime

  • Added Award Principal Investigator Email Address

  • Added Award Principal Investigator Employee ID

  • Added Award Principal Investigator ID And Name

  • Added Award Principal Investigator Name Full

  • Added Award Purpose

  • Added Award Sponsor

  • Added Award Sponsor Award Number

  • Added Award Sponsor Code

  • Added Award Sponsor Code And Name

  • Added Award Sponsor Is Federal Count

  • Added Award Sponsor Is Federal Flag

  • Added Award Sponsor LOC Number

  • Added Award Sponsor REMS Code

  • Added Award Start DateTime

  • Added Award Status

  • Added Award Title

  • Added Award Type

  • Added Award Version Type

  • Added Award Version Type Code

FINAHCORE-999
FINAH-Project-View
  • Added Award Principal Investigator Email Address
  • Added Award Fund Manager Employee ID
  • Added Award Fund Manager Name Full
  • Added Award Fund Manager ID And Name
  • Added Award Fund Manager Email Address
  • Added Award Burden Schedule Cost Code
  • Added Award Burden Schedule Multiplier
  • Added Project Manager Email Address
FINAHCORE-928
FINAH-ProjectCosts-View
  • Added Award Principal Investigator Email Address
  • Added Award Principal Investigator Name Full
  • Added Award Principal Investigator ID And Name
  • Added Award Principal Investigator Employee ID
  • Added Award Fund Manager Employee ID
  • Added Award Fund Manager Name Full
  • Added Award Fund Manager ID And Name
  • Added Award Fund Manager Email Address
  • Added Award Burden Schedule Cost Code
  • Added Award Burden Schedule Multiplier
  • Added Project Manager Email Address
  • Added Transaction Number
  • Removed Function Level*
  • Removed Function Parent Code*
  • Removed Function Tree Node ID*
  • Removed Function Summary Flag*

    Removed Function Top Node Flag*

  • Removed Function Top Node Count*

  • Removed Function Leaf Node Flag*

  • Removed Function Leaf Node Count*

  • Removed Function Allow Posting Flag*

  • Removed Function Allow Budgeting Flag*

  • Removed Function Third Party Control Account Flag*

  • Removed Function Financial Category*

  • Removed Fund Level*

  • Removed Fund Parent ID*

  • Removed Fund Tree Node ID*

  • Removed Fund Top Node Flag*

  • Removed Fund Top Node Count*

  • Removed Fund Leaf Node Flag*

  • Removed Fund Leaf Node Count*

FINAHCORE-930
FINAH-ProjectPersonnelRole-View
FINAHCORE-972
FINAH-UCSDGeneralLedger-View
  • Added Accounting Period (display example Jul-20)
  • Added Accounting Period Long (display example July 2020)
  • Added Project Type
  • Added Project Class Category
  • Added Project Class Code
FINAHCORE-974

If you cannot view the FINAHCORE links, please request access to Jira here:  https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b

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