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FINAH-Account-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 Fiscal Manager ID And Name
  • Added Award Fiscal Manager Name Full
  • Added Award Fund Manager Active Count
  • Added Award Backlog Amount
  • Added Award Contract 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 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-1009
FINAH-ProjectPersonnelRole-View
  • Added Task Code
  • Added Task
  • Added Task Code and Name

FINAHCORE-1094
FINAH-UCSDGeneralLedger-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

  • 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-1086
FINAH-UCSDGeneralLedgerBalances-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

  • 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

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