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Hello FINAH Developers - The below fields are now available for you in UAT.  If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due March 9” so we can address it prior to the Thursday, March 10, 2022 release to Production.

Keep up with our future enhancements here: FINAH Bugs and Enhancements In Progress

Table of Contents

Table of Contents


New View: FINAH-PPM-TransactionDetail-View

BIA, in conjunction with the BFS BI and Financial Reporting team, is excited to release the FINAH-PPM-TransactionDetail-View.  This new view is a combination of elements from FINAH-ContractRevenue-View and FINAH-ProjectCosts-View in support of the 'Faculty & Research Panorama'.

Ui expand
titleFINAH-PPM-TransactionDetail-View

FINAH-PPM-TransactionDetail-View

Epic:

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-599

Added the following fields:

Award Activity TypeAward REMS Sponsor AgencyProject Fund Manager Active Count
Award Activity Type CodeAward REMS Sponsor Agency CodeProject Fund Manager Email Address
Award Activity Type Code And NameAward REMS Sponsor CategoryProject Fund Manager Employee ID
Award Actual NOA End DateAward REMS Sponsor Category CodeProject Fund Manager ID And Name
Award Approval Required By Sponsor CountAward REMS Sponsor Sub-AgencyProject Fund Manager Identity AD Username
Award Approval Required By Sponsor FlagAward REMS Sponsor Sub-Agency CodeProject Fund Manager Name Full
Award Backlog AmountAward Revenue AmountProject GL Transaction Signed Amount
Award Bill Plan Billing Currency TypeAward SponsorProject ID
Award Bill Plan Billing CycleAward Sponsor Award NumberProject Invoiced Amount
Award Bill Plan Billing Set NumberAward Sponsor CodeProject Is Sponsored Count
Award Bill Plan Bill-to AccountAward Sponsor Code And NameProject Is Sponsored Flag
Award Bill Plan Bill-to Account NumberAward Sponsor Is Federal CountProject Manager Active Count
Award Bill Plan Bill-to ContactAward Sponsor Is Federal FlagProject Manager Email Address
Award Bill Plan Bill-to Contact Email AddressAward Sponsor LOC NumberProject Manager Employee ID
Award Bill Plan Bill-to PartyAward Sponsor REMS CodeProject Manager ID And Name
Award Bill Plan Bill-to Party Site CodeAward Start DateProject Manager Identity AD Username
Award Bill Plan Document NumberAward Start DateTimeProject Manager Name Full
Award Bill Plan Invoice GroupingAward StatusProject MSO DBO CAO Active Count
Award Bill Plan Invoice Method ClassificationAward TitleProject MSO DBO CAO Email Address
Award Bill Plan Invoice Method NameAward TypeProject MSO DBO CAO Employee ID
Award Bill Plan LOC Enabled CountAward Unpaid AmountProject MSO DBO CAO ID And Name
Award Bill Plan LOC Enabled FlagAward Version TypeProject MSO DBO CAO Identity AD Username
Award Bill Plan On Hold CountAward Version Type CodeProject MSO DBO CAO Name Full
Award Bill Plan On Hold FlagBudget PeriodProject Organization
Award Bill Plan Payment TermBudget Period End DateProject Organization Code
Award Burden ScheduleBudget Period End DateTimeProject Organization Code And Name
Award Burden Schedule Cost CodeBudget Period IDProject Principal Investigator Active Count
Award Burden Schedule MultiplierBudget Period Start DateProject Principal Investigator Email Address
Award CFDA NumberBudget Period Start DateTimeProject Principal Investigator Employee ID
Award Close DateTimeCommitment Burdened CostProject Principal Investigator ID And Name
Award Consumed AmountCommitment Burdened Cost Adjusted for IDCProject Principal Investigator Identity AD Username
Award Contract AmountCommitment Indirect CostProject Principal Investigator Name Full
Award End DateCommitment Raw CostProject Revenue Amount
Award End DateTimeContractProject Start Date
Award Expanded Authority CountContract Bill To CustomerProject Start DateTime
Award Expanded Authority FlagContract Bill To Customer AccountProject Status
Award External Funding SourceContract Bill To Customer Account NumberProject Type
Award External Funding Source CodeContract Bill To Customer Account Number And NameRevenue Account Code
Award External Funding Source Code And NameContract Bill To Customer Account REMS CodeRevenue Amount
Award External Funding Source Cost Share Required CountContract Bill To Customer CodeRevenue Category
Award External Funding Source Cost Share Required FlagContract Bill To Customer Code And NameRevenue Category Direct Indirect
Award Fiscal Manager Active CountContract Bill To Customer Site CodeTask
Award Fiscal Manager Email AddressContract Bill To Customer TypeTask Billable Count
Award Fiscal Manager Employee IDContract Bill To Customer Type CodeTask Billable Flag
Award Fiscal Manager ID And NameContract CodeTask Budget Period Budget Amount
Award Fiscal Manager Identity AD UsernameContract Code And NameTask Budget Period Payroll Projection Amount
Award Fiscal Manager Name FullContract DescriptionTask Burden Schedule
Award Flow Through Is Federal CountContract End DateTask Burden Schedule Multiplier
Award Flow Through Is Federal FlagContract End DateTimeTask Capitalizable Count
Award Flow Through SponsorContract IDTask Capitalizable Flag
Award Flow Through Sponsor CodeContract Invoiced AmountTask Chargeable Count
Award Flow Through Sponsor Code And NameContract Major VersionTask Chargeable Flag
Award Flow Through Sponsor Is Federal CountContract Owning OrganizationTask Code
Award Flow Through Sponsor Is Federal FlagContract Owning Organization CodeTask Code And Name
Award Flow Through Sponsor LOC NumberContract Owning Organization Code And NameTask Consumed Amount
Award Flow Through Sponsor REMS CodeContract Payment TermTask End Date
Award Flow Through Sponsor REMS Sponsor AgencyContract Start DateTask End DateTime
Award Flow Through Sponsor REMS Sponsor Agency CodeContract Start DateTimeTask Fund Manager Active Count
Award Flow Through Sponsor REMS Sponsor CategoryContract StatusTask Fund Manager Email Address
Award Flow Through Sponsor REMS Sponsor Category CodeContract TypeTask Fund Manager Employee ID
Award Flow Through Sponsor REMS Sponsor Sub-AgencyContract VersionTask Fund Manager ID And Name
Award Flow Through Sponsor REMS Sponsor Sub-Agency CodeContract Version Row NumberTask Fund Manager Identity AD Username
Award Fund Manager Active CountExpenditure Burdened CostTask Fund Manager Name Full
Award Fund Manager Email AddressExpenditure CategoryTask ID
Award Fund Manager Employee IDExpenditure Raw CostTask Invoiced Amount
Award Fund Manager ID And NameKR Award Current Budget Period End DateTask Manager Active Count
Award Fund Manager Identity AD UsernameKR Award Current Budget Period Start DateTask Manager Email Address
Award Fund Manager Name FullMost Recent Project Fund Manager Email AddressTask Manager Employee ID
Award Funded By Federal Agency CountMost Recent Project Fund Manager Employee IDTask Manager ID And Name
Award Funded By Federal Agency FlagMost Recent Project Fund Manager ID And NameTask Manager Identity AD Username
Award Funds Available AmountMost Recent Project Fund Manager Identity AD UsernameTask Manager Name Full
Award IDMost Recent Project Fund Manager Name FullTask Organization
Award InstitutionMost Recent Project Manager Email AddressTask Organization Code
Award Institution CodeMost Recent Project Manager Employee IDTask Organization Code And Name
Award Institution Code And NameMost Recent Project Manager ID And NameTask Planning End Date
Award Internal Funding Source CountMost Recent Project Manager Identity AD UsernameTask Planning End DateTime
Award Internal Funding Source FlagMost Recent Project Manager Name FullTask Planning Start Date
Award Invoiced AmountOriginal Transaction ReferenceTask Planning Start DateTime
Award Legal EntityProjectTask Revenue Amount
Award Legal Entity CodeProject Actual End DateTask Source Application
Award Legal Entity Code And NameProject Actual End DateTimeTask Source Reference
Award MSO DBO CAO Active CountProject Actual Start DateTask Start Date
Award MSO DBO CAO Email AddressProject Actual Start DateTimeTask Start DateTime
Award MSO DBO CAO Employee IDProject Budgetary Control CountTransaction Accounting Date
Award MSO DBO CAO ID And NameProject Budgetary Control FlagTransaction Accounting Period
Award MSO DBO CAO Identity AD UsernameProject Burden ScheduleTransaction Bill Event Type
Award MSO DBO CAO Name FullProject Burden Schedule MultiplierTransaction Date
Award NumberProject Business UnitTransaction Description
Award Number And TitleProject Business Unit CodeTransaction Dist ID
Award Off Campus CountProject Business Unit Code And NameTransaction Document
Award Off Campus FlagProject Capitalization Enabled CountTransaction Expenditure Type
Award OP SourceProject Capitalization Enabled FlagTransaction Fiscal Day (DDD)
Award OP Source CodeProject Class CategoryTransaction Fiscal Month (MM)
Award OP Source Code And NameProject Class CodeTransaction Fiscal Period End Date
Award Owning OrganizationProject Closed DateTransaction Fiscal Period Full
Award Owning Organization CodeProject Closed DateTimeTransaction Fiscal Period Number
Award Owning Organization Code And NameProject CodeTransaction Fiscal Period Short
Award PPM Clinical Trial TypeProject Code And NameTransaction Fiscal Period Start Date
Award PreAward DateTimeProject Consumed AmountTransaction Fiscal Quarter (Q)
Award Principal Investigator Active CountProject Created DateTransaction Fiscal Week (WW)
Award Principal Investigator Email AddressProject Department Reporting CategoryTransaction Fiscal Year
Award Principal Investigator Employee IDProject DescriptionTransaction Fiscal Year (YYYY)
Award Principal Investigator ID And NameProject End DateTransaction ID
Award Principal Investigator Identity AD UsernameProject End DateTimeTransaction Invoice Date
Award Principal Investigator Name FullProject Fiscal Manager Active CountTransaction Invoice ID
Award Project Manager Active CountProject Fiscal Manager Email AddressTransaction Invoice Line Requester Name Full
Award Project Manager Email AddressProject Fiscal Manager Employee IDTransaction Invoice Number
Award Project Manager Employee IDProject Fiscal Manager ID And NameTransaction Line Type
Award Project Manager ID And NameProject Fiscal Manager Identity AD UsernameTransaction Number
Award Project Manager Identity AD UsernameProject Fiscal Manager Name FullTransaction PO ID
Award Project Manager Name Full
Transaction PO Number
Award Purpose
Transaction Supplier
Award Receipt Amount
Transaction Supplier Code


Transaction Supplier Code And Name


Transaction Supplier ID


Transaction Type



Test Your Requested Enhancements

Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report and you have not take the appropriate remediation steps.


Ui expand
titleFINAH-Award-View

FINAH-Award-View

Epic:

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-591

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username



Ui expand
titleFINAH-ChartStringCombination-View

FINAH-ChartStringCombination-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-593

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username



Ui expand
titleFINAH-Contract-View

FINAH-Contract-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-595

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username



Ui expand
titleFINAH-ContractRevenue-View

FINAH-ContractRevenue-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-597

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Award SPF Accountant Active Count
  • Award SPF Accountant Email Address
  • Award SPF Accountant Employee ID
  • Award SPF Accountant ID And Name
  • Award SPF Accountant Identity AD Username
  • Award SPF Accountant Name Full
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username
  • Task Fund Manager Identity AD Username
  • Task Manager Identity AD Username



Ui expand
titleFINAH-Project-View

FINAH-Project-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-601

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username



Ui expand
titleFINAH-ProjectCosts-View

FINAH-ProjectCosts-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-558

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Derived Expenditure Invoice Number
  • Derived Expenditure Subaward Number
  • Effective Burden Structure
  • Effective Burden Schedule End Date
  • Effective Burden Schedule Start Date
  • Effective Burden Schedule Version
  • Expenditure Invoice Most Recent Payment Method
  • Expenditure Type subject to IDC Count
  • Expenditure Type subject to IDC Flag
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username
  • Task Fund Manager Identity AD Username
  • Task Manager Identity AD Username



Ui expand
titleFINAH-ProjectPersonnelRole-View

FINAH-ProjectPersonnelRole-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-603

Added the following fields:

  • Person Identity AD Username



Ui expand
titleFINAH-UCSDGeneralLedger-View

FINAH-UCSDGeneralLedger-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-556

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project CCOA is Valid Count
  • Project CCOA is Valid Flag
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username



Ui expand
titleFINAH-UCSDGeneralLedgerBalances-View

FINAH-UCSDGeneralLedgerBalances-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-537

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project CCOA is Valid Count
  • Project CCOA is Valid Flag
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username



Ui expand
titleFINAH-UCSDGeneralLedgerInterface-View

FINAH-UCSDGeneralLedgerInterface-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-543

Added the following fields:

  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award MSO DBO CAO Identity AD Username
  • Award Principal Investigator Identity AD Username
  • Award Project Manager Identity AD Username
  • Most Recent Project Fund Manager Identity AD Username
  • Most Recent Project Manager Identity AD Username
  • Project CCOA is Valid Count
  • Project CCOA is Valid Flag
  • Project Fiscal Manager Identity AD Username
  • Project Fund Manager Identity AD Username
  • Project Manager Identity AD Username
  • Project MSO DBO CAO Identity AD Username
  • Project Principal Investigator Identity AD Username



Customer Service Reminder

Warning

Data in UAT is not ready to be shared with end customers, is not considered completely validated and can change suddenly.  For optimal customer satisfaction, do not connect your production solutions to packages / data sources that are in UAT.  If you choose to share UAT items with end customer, be explicit that the data and report is in UAT and can change suddenly or be broken by UAT changes.


Follow our Enhancement Testing Steps

Tip
Use this UAT time to adjust your reports as needed prior to the Production release where your customers will be able to see any issues these enhancements cause. 
  • Cognos: Use the packages in Cognos DEV > Financial Activity Hub > Financial Activity Hub Packages UAT to build your report and select Hana QA.  Do not select Hana Prod as the report will fail.  Using Hana QA will allow you to see the below enhancements with Oracle Production data. 
  • Tableau: Sign into Tableau on your Tableau desktop tool and open your report.  Add a new data source with the same name and -QA at the end of the title.  Using this data source will allow you to see the below enhancements with Oracle Production data.
  • Hana QA:  FINAH data in Hana QA is production Oracle data loaded daily, just like in Hana PROD.

If you find an issue, please include in your email to busintel@ucsd.edu the following:

  • What browser are you using?
  • What environment are you using?  Cognos DEV, QA or PROD?  Or Tableau?
  • What data source / package are you using?
  • What results were you expecting?