From: Parnell, Sarah <saparnell@ucsd.edu>
To: Financial-Analytics-COP-l (Financial-Analytics-COP-l@ucsd.edu) <Financial-Analytics-COP-l@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>; Kilburn, Erin <ekilburn@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>
Subject: FINAH enhancements - Production Release
Hi folks - While we have migrated most of the enhancements below into Production, there were a few that have been held back for additional updates. All enhancements listed at the bottom of this email are now in production.
| View | Enhancement | Epic |
|---|---|---|
| FINAH-Project-View |
|
Happy Wednesday!
Sarah Parnell
Analytics Community of Practice Manager
Business Intelligence & Analytics | Information Technology Services | UC San Diego
work cell: 858-354-9709
My pronouns [https://www.mypronouns.org/]: she/her/hers
“My job is to make your job easier. Where do you want to start?” - Sarah
From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Wednesday, November 18, 2020 2:31 PM
To: Financial-Analytics-COP-l (Financial-Analytics-COP-l@ucsd.edu) <Financial-Analytics-COP-l@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>; Kilburn, Erin <ekilburn@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>
Subject: FINAH enhancements - UAT available - due December 2
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Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.
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New view
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- *Removed Fdn Account STAR Category Code
- *Removed Fdn Account GASB 72 Classification Code
- *Removed Fdn Account GASB 72 Level Code
- *Removed Fdn Account Reconciliation Code
- *Renamed "Foundation Account" to "Fdn Account"
- *Renamed "Foundation Future" to "Fdn Future"
- *Renamed "Foundation Interfund" to "Fdn Interfund"
- *Renamed "Foundation Investment Pool" to "Fdn Investment Pool"
- Added Fdn Account Active Flag
- Added Fdn Account Active
- Added Fdn Account Active Count
- Added Fdn Account Allow Posting Flag
- Added Fdn Account Allow Posting Count
- Added Fdn Account Allow Budgeting Flag
- Added Fdn Account Allow Budgeting Count
- Added Fdn Account Third Party Control Account Flag
- Added Fdn Account Third Party Control Account Count
- Added Fdn Account Reconcile Flag
- Added Fdn Account Reconcile Count
- Added Fdn Account Category Code
- Added Fdn Account Category
- Added Fdn Account Financial Category Code
- Added Fdn Account Financial Category
- Added Fdn Account Student Foundation
- Added Fdn Account Reconciliation2
- Added Fdn Account Reconciliation3
- Added Fdn Account Created By User Email
- Added Fdn Account Creation Datetime
- Added Fdn Account Last Updated By User Email
- Added Fdn Account Last Updated Datetime
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*Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost"
*Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate"
*Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost"
*Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost"
*Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost"
*Renamed "Task Expenditure Raw Cost" to "Account Raw Cost"
Added "Account Burdened Cost"
- Added "Project Department Reporting Category"
- Added "Project Budget Period Funding Amount"
- Added "Project Budget Period Budget Amount"
- Added "Project Budget Period Commitment Amount"
- Added "Project Budget Period Actual Amount"
- Added "Project Budget Period Available Amount"
- Added "Project Budget Period Unbudgeted Amount"
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*Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost"
*Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate"
*Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost"
*Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost"
*Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost"
*Renamed "Task Expenditure Raw Cost" to "Account Raw Cost"
Added "Account Burdened Cost"
- Added "Fund Code"
Added "Fund Level"
Added "Fund"
Added "Fund Code and Name"
Added "Fund Parent ID"
Added "Fund Tree Node ID"
Added "Fund Effective Start Date"
Added "Fund Effective End Date"
Added "Fund Is Current Flag"
Added "Fund Is Current Count"
Added "Fund Top Node Flag"
Added "Fund Top Node Count"
Added "Fund Leaf Node Flag"
Added "Fund Leaf Node Count"
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- Add "Award EVerify Flag" (from Kuali)
- Add "Award EVerify Count" (from Kuali)
- Add "Person EVerify Flag" (from UCPath)
- Add "Person EVerify Count" (from UCPath)
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*Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost"
*Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate"
*Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost"
*Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost"
*Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost"
*Renamed "Task Expenditure Raw Cost" to "Account Raw Cost"
Added "Account Burdened Cost"
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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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