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Date
Status
Currently Available
  • Award Sponsor LOC Number

  • Award Sponsor Is Federal Flag

  • Award Sponsor Is Federal Count

  • FINAH-ProjectCosts-View
Completed
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.

Completed

May 6 – June 3

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

  • Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number

  • Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count

  • Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
In Progress

June 3

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

  • Contract Sponsor LOC Number will display blank values

  • Contract Sponsor Is Federal Flag will display blank values

  • Contract Sponsor Is Federal Count will display blank values

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

The fields will display blank values in Production starting June 10.

Complete

Updated:  June 3 – July 8

(to accommodate July 4th)

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

  • Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number

  • Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count

  • Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
Start Now

Updated:  July 8

The following will be deleted from Hana QA.

  • CBO Account Hierarchy fields

  • CBO Fund Hierarchy fields

  • Expenditure ID

  • Contract Sponsor LOC Number

  • Contract Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count

  • FINAH-Task-View

June 10

Updated:  July 8

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

  • CBO Account Hierarchy fields

  • CBO Fund Hierarchy fields

  • Expenditure ID

  • Contract Sponsor LOC Number

  • Contract Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count

  • FINAH-Task-View

...

ViewEnhancementEpic
FINAH-AccountAward-View
  • Added Managerial Reporting Account Hierarchy L1 Code

  • Added Managerial Reporting Account Hierarchy L1

  • Added Managerial Reporting Account Hierarchy L1 Code and Name

  • Added Managerial Reporting Account Hierarchy L2 Code

  • Added Managerial Reporting Account Hierarchy L2

  • Added Managerial Reporting Account Hierarchy L2 Code and Name

  • Added Managerial Reporting Account Hierarchy L3 Code

  • Added Managerial Reporting Account Hierarchy L3

  • Added Managerial Reporting Account Hierarchy L3 Code and Name

  • Added Managerial Reporting Account Hierarchy L4 Code

  • Added Managerial Reporting Account Hierarchy L4

  • Added Managerial Reporting Account Hierarchy L4 Code and Name

  • Added Managerial Reporting Account Hierarchy L5 Code

  • Added Managerial Reporting Account Hierarchy L5

  • Added Managerial Reporting Account Hierarchy L5 Code and Name

FINAHCORE-1082
FINAH-ChartStringCombination-ViewNew View!  This view will show all UCSD COA code combinations (chart strings) independent of ledger transactions.FINAHCORE-388
FINAH-Fund-View

  • Added Managerial Reporting Fund Hierarchy L1 Code

  • Added Managerial Reporting Fund Hierarchy L1

  • Added Managerial Reporting Fund Hierarchy L1 Code and Name

  • Added Managerial Reporting Fund Hierarchy L2 Code

  • Added Managerial Reporting Fund Hierarchy L2

  • Added Managerial Reporting Fund Hierarchy L2 Code and Name

  • Added Managerial Reporting Fund Hierarchy L3 Code

  • Added Managerial Reporting Fund Hierarchy L3

  • Added Managerial Reporting Fund Hierarchy L3 Code and Name

  • Added Managerial Reporting Fund Hierarchy L4 Code

  • Added Managerial Reporting Fund Hierarchy L4

  • Added Managerial Reporting Fund Hierarchy L4 Code and Name

  • Added Managerial Reporting Fund Hierarchy L5 Code

  • Added Managerial Reporting Fund Hierarchy L5

  • Added Managerial Reporting Fund Hierarchy L5 Code and Name

  • Added Managerial Reporting Fund Hierarchy L6 Code

  • Added Managerial Reporting Fund Hierarchy L6

  • Added Managerial Reporting Fund Hierarchy L6 Code and Name

FINAHCORE-1084
FINAH-ProjectCosts-View
  • Added Award Fiscal Manager Active Count
  • Added Award Fiscal Manager Email Address
  • Added Award Fiscal Manager Employee ID
  • Added Award Backlog Amount
  • Added Award Consumed Amount
  • Added Award Contract Amount
  • Added Award Fiscal Manager Active Count
  • Added Award Fiscal Manager Email Address
  • Added Award Fiscal Manager Employee ID
  • Added Award Fiscal Manager ID And Name
  • Added Award Fiscal Manager Name Full
  • Added Award Fund Manager Active Count
  • Added Award Funds Available Amount
  • Added Award Invoiced Amount
  • Added Award MSO DBO CAO Active Count
  • Added Award MSO DBO CAO Email Address
  • Added Award MSO DBO CAO Employee ID
  • Added Award MSO DBO CAO ID And Name
  • Added Award MSO DBO CAO Name Full
  • Added Award Principal Investigator Active Count
  • Added Award Project Manager Active Count
  • Added Award Project Manager Email Address
  • Added Award Project Manager Employee ID
  • Added Award Project Manager ID And Name
  • Added Award Project Manager Name Full
  • Added Award Receipt Amount
  • Added Award Revenue Amount
  • Added Award Unpaid Amount
FINAHCORE-1106
FINAH-Project-View
  • Award Backlog Amount
  • Award Consumed Amount
  • Award Contract Amount
  • Award Fiscal Manager Active Count
  • Award Fiscal Manager Email Address
  • Award Fiscal Manager Employee ID
  • Award Fiscal Manager ID And Name
  • Added Award Fiscal Manager Name Full
  • Added Award Fund Manager Active Count
  • Added Award Backlog Funds Available AmountAdded
  • Award Contract Invoiced Amount
  • Added Award MSO DBO CAO Active Count
  • Added Award MSO DBO CAO Email Address
  • Added Award MSO DBO CAO Employee ID
  • Added Award MSO DBO CAO ID And Name
  • Added Award MSO DBO CAO Name Full
  • Added Award Principal Investigator Active Count
  • Added Award Project Manager Active Count
  • Added Award Project Manager Email Address
  • Added Award Project Manager Employee ID
  • Added Award Project Manager ID And Name
  • Added Award Project Manager Name Full
  • Added Fund L1 to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L1 Code to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L1 Code and Name to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L2 to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L2 Code to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L2 Code and Name to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L3 to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L3 Code to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L3 Code and Name to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L4 to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L4 Code to Fund folder in Cognos, please repoint your report to this new field
  • Added Fund L4 Code and Name to Fund folder in Cognos, please repoint your report to this new field
  • Moved Fund L1 to Fund folder in Tableau
  • Moved Fund L1 Code to Fund folder in Tableau
  • Moved Fund L1 Code and Name to Fund folder in Tableau
  • Moved Fund L2 to Fund folder in Tableau
  • Moved Fund L2 Code to Fund folder in Tableau
  • Moved Fund L2 Code and Name to Fund folder in Tableau
  • Moved Fund L3 to Fund folder in Tableau
  • Moved Fund L3 Code to Fund folder in Tableau
  • Moved Fund L3 Code and Name to Fund folder in Tableau
  • Moved Fund L4 to Fund folder in Tableau
  • Moved Fund L4 Code to Fund folder in Tableau
  • Moved Fund L4 Code and Name to Fund folder in Tableau
  • Added Managerial Reporting Fund Hierarchy L1
  • Added Managerial Reporting Fund Hierarchy L1 Code
  • Added Managerial Reporting Fund Hierarchy L1 Code and Name
  • Added Managerial Reporting Fund Hierarchy L2
  • Added Managerial Reporting Fund Hierarchy L2 Code
  • Added Managerial Reporting Fund Hierarchy L2 Code and Name
  • Added Managerial Reporting Fund Hierarchy L3
  • Added Managerial Reporting Fund Hierarchy L3 Code
  • Added Managerial Reporting Fund Hierarchy L3 Code and Name
  • Added Managerial Reporting Fund Hierarchy L4
  • Added Managerial Reporting Fund Hierarchy L4 Code
  • Added Managerial Reporting Fund Hierarchy L4 Code and Name
  • Added Managerial Reporting Fund Hierarchy L5
  • Added Managerial Reporting Fund Hierarchy L5 Code
  • Added Managerial Reporting Fund Hierarchy L5 Code and Name
  • Added Managerial Reporting Fund Hierarchy L6
  • Added Managerial Reporting Fund Hierarchy L6 Code
  • Added Managerial Reporting Fund Hierarchy L6 Code and Name
  • Added Award Receipt Amount
  • Award Revenue Amount
  • Award Unpaid Amount
  • Project Fiscal Manager Active Count
  • Added Project Fiscal Manager Email Address
  • Added Project Fiscal Manager Employee ID
  • Added Project Fiscal Manager ID And Name
  • Added Project Fiscal Manager Name Full
  • Added Project Fund Manager Active Count
  • Added Project Fund Manager Email Address
  • Added Project Fund Manager Employee ID
  • Added Project Fund Manager ID And Name
  • Added Project Fund Manager Name Full
  • Added Project Manager Active Count
  • Added Project MSO DBO CAO Active Count
  • Added Project MSO DBO CAO Email Address
  • Added Project MSO DBO CAO Employee ID
  • Added Project MSO DBO CAO ID And Name
  • Added Project MSO DBO CAO Name Full
  • Added Project Principal Investigator Active Count
  • Added Project Principal Investigator Email Address
  • Added Project Principal Investigator Employee ID
  • Added Project Principal Investigator ID And Name
  • Added Project Principal Investigator Name Full

  • Added Task Fund Manager Active Count

  • Added Task Manager Active Count

  • Added Task Manager Email Address

  • Added Task Manager Employee ID

  • Added Task Manager ID And Name

  • Added Task Manager Name Full

  • Added Award Invoiced Amount

  • Added Award Revenue Amount

  • Added Project Budget Period Actual Amount

  • Added Project Budget Period Available Amount

  • Added Project Budget Period Budget Amount

  • Added Project Budget Period Commitment Amount

  • Added Project Budget Period Funding Amount

  • Added Project Budget Period Unbudgeted Amount

  • Tableau note:  Project Budget Period Amounts will be a new level for Tableau LOD calculations.  Please see the Quick Start Guide for more information. 
  • Special note:  For 'Task Fund Manager' only the person name full will be populated (i.e. not email address, employee ID, or other person attributes), as OFC currently does not store the employee ID for the Task Fund Manager, only the person's full name.
  • Person Role note:  If there is more than one person per role then FINAH is displaying the most recent person.  If there are multiple people with the same start date then the alphabetically first person is displayed.
  • Role Active Count: Indicates how many people are actively assigned to the role.  Many roles are intended to have 1 person.
FINAHCORE-10091108
FINAH-ProjectPersonnelRoleProjectCosts-View
  • Account
  • Added Task Account Code
  • Added Task
  • Added Task Account Code and Name
FINAHCORE-1094FINAH-UCSDGeneralLedger-ViewFINAH-UCSDGeneralLedgerBalances-View

  • Added Managerial Reporting Account Hierarchy L1 Code

  • Added Managerial Reporting Account Hierarchy L1

  • Added Managerial Reporting Account Hierarchy
  • Account Effective End Date
  • Account Effective Start Date
  • Account Is Current Count
  • Account Is Current Flag
  • Account L1
  • Account L1 Code
  • Account L1 Code and Name
  • Added Managerial Reporting Account Hierarchy L2 CodeAdded Managerial Reporting
  • Account Hierarchy L2 Code
  • Added Managerial Reporting Account Hierarchy L2 Code and NameAdded Managerial Reporting
  • Account Hierarchy L3 CodeAdded Managerial
  • Reporting Account Hierarchy L3 Code
  • Added Managerial Reporting Account Hierarchy L3 Code and NameAdded Managerial Reporting
  • Account Hierarchy L4 CodeAdded Managerial
  • Reporting Account Hierarchy L4 Code
  • Added Managerial Reporting Account Hierarchy L4 Code and NameAdded Managerial Reporting
  • Account Hierarchy L5 CodeAdded Managerial
  • Reporting Account Hierarchy L5 Code
  • Added Managerial Reporting Account Hierarchy L5 Code and Name

  • Added Managerial Reporting Fund Hierarchy L1 Code

  • Added Managerial Reporting Fund Hierarchy L1

  • Added Managerial Reporting Fund Hierarchy L1 Account L6
  • Account L6 Code
  • Account L6 Code and Name

  • Added Managerial Reporting Fund Hierarchy L2 Code

  • Added Managerial Reporting Fund Hierarchy L2

  • Added Managerial Reporting Fund Hierarchy L2
  • Activity
  • Activity Code
  • Activity Code and Name

  • Added Managerial Reporting Fund Hierarchy L3 Code

  • Added Managerial Reporting Fund Hierarchy L3

  • Added Managerial Reporting Fund Hierarchy L3 Code and Name

  • Added Managerial Reporting Fund Hierarchy L4 Code

  • Added Managerial Reporting Fund Hierarchy L4

  • Added Managerial Reporting Fund Hierarchy L4 Code and Name

  • Added Managerial Reporting Fund Hierarchy L5 Code

  • Added Managerial Reporting Fund Hierarchy L5

  • Added Managerial Reporting Fund Hierarchy L5 Code and Name

  • Added Managerial Reporting Fund Hierarchy L6 Code

  • Added Managerial Reporting Fund Hierarchy L6

  • Added Managerial Reporting Fund Hierarchy L6 Code and Name

FINAHCORE-1086
  • Added Activity Effective End Date
  • Activity Effective Start Date
  • Activity Is Current Count
  • Activity Is Current Flag
  • Activity L1
  • Activity L1 Code
  • Activity L1 Code and Name
  • Award Consumed Amount
  • Award Funds Available Amount
  • Award Receipt Amount
  • Award Unpaid Amount
  • Managerial Reporting Account Hierarchy L1 Code
  • Added Managerial Reporting Account Hierarchy L1 Code
  • Added Managerial Reporting Account Hierarchy L1 Code and Name
  • Added Managerial Reporting Account Hierarchy L2 CodeAdded
  • Managerial Reporting Account Hierarchy L2 Code and NameAdded
  • Managerial Reporting Account Hierarchy L2 Code and NameL2 
  • Added Managerial Reporting Account Hierarchy L3 CodeAdded
  • Managerial Reporting Account Hierarchy L3 Code
  • Added Managerial Reporting Account Hierarchy L3 Code and Name
  • Added Managerial Reporting Account Hierarchy L4 CodeAdded
  • Managerial Reporting Account Hierarchy L4 Code
  • Added Managerial Reporting Account Hierarchy L4 Code and Name
  • Added Managerial Reporting Account Hierarchy L5 CodeAdded
  • Managerial Reporting Account Hierarchy L5 Code
  • Added Managerial Reporting Account Hierarchy L5 Code and Name

  • Added Managerial Reporting Fund Hierarchy L1 Code

  • Added Managerial Reporting Fund Hierarchy L1

  • Added Managerial Reporting Fund Hierarchy L1 Code and Name

  • Added Managerial Reporting Fund Hierarchy L2 Code

  • Added Managerial Reporting Fund Hierarchy L2

  • Added Managerial Reporting Fund Hierarchy L2 Code and Name

  • Added Managerial Reporting Fund Hierarchy L3 Code

  • Added Managerial Reporting Fund Hierarchy L3

  • Added Managerial Reporting Fund Hierarchy L3 Code and Name

  • Added Managerial Reporting Fund Hierarchy L4 Code

  • Added Managerial Reporting Fund Hierarchy L4

  • Added Managerial Reporting Fund Hierarchy L4 Code and Name

  • Added Managerial Reporting Fund Hierarchy L5 Code

  • Added Managerial Reporting Fund Hierarchy L5

  • Added Managerial Reporting Fund Hierarchy L5 Code and Name

  • Added Managerial Reporting Fund Hierarchy L6 Code

  • Added Managerial Reporting Fund Hierarchy L6

  • Added Managerial Reporting Fund Hierarchy L6 Code and Name

FINAHCORE-1088
  • Program
  • Program Code
  • Program Code and Name
  • Program Effective End Date
  • Program Effective Start Date
  • Program Is Current Count 
  • Program Is Current Flag
  • Program L1
  • Program L1 Code
  • Program L1 Code and Name
  • Project Department Reporting Category
FINAHCORE-1157

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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