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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


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-UCSDGeneralLedgerProjectCosts-View

FINAH-

UCSDGeneralLedger

ProjectCosts-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-
556
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 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
  • Task Fund Manager Identity AD Username
  • Task Manager Identity AD Username



Ui expand
titleFINAH-UCSDGeneralLedgerBalancesProjectPersonnelRole-View

FINAH-

UCSDGeneralLedgerBalances

ProjectPersonnelRole-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-
444
603

Added the following fields:

  • Account Code in PPM Count
  • Account Code in PPM Flag
  • Award Activity Type
  • Award Activity Type Code
  • Award Activity Type Code And Name
  • Award Actual NOA End Date
  • Award Approval Required By Sponsor Count
  • Award Approval Required By Sponsor Flag
  • Award Backlog Amount
  • Award Bill Plan Billing Currency Type
  • Award Bill Plan Billing Cycle
  • Award Bill Plan Billing Set Number
  • Award Bill Plan Bill-to Account
  • Award Bill Plan Bill-to Account Number
  • Award Bill Plan Bill-to Contact
  • Award Bill Plan Bill-to Contact Email Address
  • Award Bill Plan Bill-to Party
  • Award Bill Plan Bill-to Party Site Code
  • Award Bill Plan Document Number
  • Award Bill Plan Invoice Grouping
  • Award Bill Plan Invoice Method Classification
  • Award Bill Plan Invoice Method Name
  • Award Bill Plan On hold Count
  • Award Bill Plan On hold Flag
  • Award Bill Plan Payment Terms
  • Award Burden Schedule
  • Award Burden Schedule Cost Code
  • Award Burden Schedule Multiplier
  • Award CFDA Number
  • Award Close DateTime
  • Award Consumed Amount
  • Award Contract Amount
  • Award End Date
  • Award End DateTime
  • Award Expanded Authority Count
  • Award Expanded Authority Flag
  • Award External Funding Source Code And Name
  • Award External Funding Source Cost Share Required Count
  • Award External Funding Source Cost Share Required Flag
  • Award Flow Through Is Federal Count
  • Award Flow Through Is Federal Flag
  • Award Flow Through Sponsor
  • Award Flow Through Sponsor Code
  • Award Flow Through Sponsor Code And Name
  • Award Flow Through Sponsor Is Federal Count
  • Award Flow Through Sponsor Is Federal Flag
  • Award Flow Through Sponsor LOC Number
  • Award Flow Through Sponsor REMS Code
  • Award Flow Through Sponsor REMS Sponsor Agency
  • Award Flow Through Sponsor REMS Sponsor Agency Code
  • Award Flow Through Sponsor REMS Sponsor Category
  • Award Flow Through Sponsor REMS Sponsor Category Code
  • Award Flow Through Sponsor REMS Sponsor Sub-Agency
  • Award Flow Through Sponsor REMS Sponsor Sub-Agency Code
  • Award Funded By Federal Agency Count
  • Award Funded By Federal Agency Flag
  • Award Funds Available Amount
  • Award ID
  • Award Institution
  • Award Institution Code
  • Award Institution Code And Name
  • Award Internal Funding Source Count
  • Award Internal Funding Source Flag
  • Award Invoiced Amount
  • Award Legal Entity
  • Award Legal Entity Code
  • Award Legal Entity Code And Name
  • Award Number And Title
  • Award Off Campus Count
  • Award Off Campus Flag
  • Award OP Source
  • Award OP Source Code
  • Award OP Source Code And Name
  • Award Owning Organization
  • Award Owning Organization Code
  • Award Owning Organization Code And Name
  • Award PreAward DateTime
  • Award Purpose
  • Award Receipt Amount
  • Award REMS Sponsor Agency
  • Award REMS Sponsor Agency Code
  • Award REMS Sponsor Category
  • Award REMS Sponsor Category Code
  • Award REMS Sponsor Sub-Agency
  • Award REMS Sponsor Sub-Agency Code
  • Award Revenue Amount
  • Award Sponsor
  • Award Sponsor Award Number
  • Award Sponsor Code
  • Award Sponsor Code And Name
  • Award Sponsor Is Federal Count
  • Award Sponsor Is Federal Flag
  • Award Sponsor LOC Number
  • Award Sponsor REMS Code
  • Award Start Date
  • Award Start DateTime
  • Award Unpaid Amount
  • Award Version Type
  • Award Version Type Code
  • Most Recent Project Fund Manager Email Address
  • Most Recent Project Fund Manager Employee ID
  • Most Recent Project Fund Manager ID And Name
  • Most Recent Project Fund Manager ID and Name
  • Most Recent Project Manager Email Address
  • Most Recent Project Manager Employee ID
  • Most Recent Project Manager ID And Name
  • Most Recent Project Manager Name Full
  • Project Actual End Date
  • Project Actual End DateTime
  • Project Actual Start Date
  • Project Actual Start DateTime
  • Project Budgetary Control Count
  • Project Budgetary Control Flag
  • Project Burden Schedule
  • Project Burden Schedule Multiplier
  • Project Business Unit
  • Project Business Unit Code
  • Project Business Unit Code And Name
  • Project Capitalization Enabled Count
  • Project Capitalization Enabled Flag
  • Project Closed Date
  • Project Closed DateTime
  • Project Consumed Amount
  • Project Created Date
  • Project Description
  • Project End Date
  • Project End DateTime
  • Project Fiscal Manager Active Count
  • Project Fiscal Manager Email Address
  • Project Fiscal Manager Employee ID
  • Project Fiscal Manager ID And Name
  • Project Fiscal Manager Name Full
  • Project Fund Manager Active Count
  • Project Fund Manager Email Address
  • Project Fund Manager Employee ID
  • Project Fund Manager ID And Name
  • Project Fund Manager Name Full
  • Project ID
  • Project Invoiced Amount
  • Project Is Sponsored Count
  • Project Manager Active Count
  • Project Manager Email Address
  • Project MSO DBO CAO Active Count
  • Project MSO DBO CAO Email Address
  • Project MSO DBO CAO Employee ID
  • Project MSO DBO CAO ID And Name
  • Project MSO DBO CAO Name Full
  • Project Principal Investigator Active Count
  • Project Principal Investigator Email Address
  • Project Principal Investigator Employee ID
  • Project Principal Investigator ID And Name
  • Project Principal Investigator Name Full
  • Project Revenue Amount
  • Project Start Date
  • Project Start DateTime
  • 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-446543

Award Activity Type

Added the following fields:

  • Account Code in PPM Count
  • Account Code in PPM Flag


    • Award Activity Type Code
    • Award Activity Type Code And Name
    • Award Actual NOA End Date
    • Award Approval Required By Sponsor Count
    • Award Approval Required By Sponsor Flag
    • Award Backlog Amount
    • Award Bill Plan Billing Currency Type
    • Award Bill Plan Billing Cycle
    • Award Bill Plan Billing Set Number
    • Award Bill Plan Bill-to Account
    • Award Bill Plan Bill-to Account Number
    • Award Bill Plan Bill-to Contact
    • Award Bill Plan Bill-to Contact Email Address
    • Award Bill Plan Bill-to Party
    • Award Bill Plan Bill-to Party Site Code
    • Award Bill Plan Document Number
    • Award Bill Plan Invoice Grouping
    • Award Bill Plan Invoice Method Classification
    • Award Bill Plan Invoice Method Name
    • Award Bill Plan On hold Count
    • Award Bill Plan On hold Flag
    • Award Bill Plan Payment Terms
    • Award Burden Schedule
    • Award Burden Schedule Cost Code
    • Award Burden Schedule Multiplier
    • Award CFDA Number
    • Award Close DateTime
    • Award Consumed Amount
    • Award Contract Amount
    • Award End Date
    • Award End DateTime
    • Award Expanded Authority Count
    • Award Expanded Authority Flag
    • Award External Funding Source Code And Name
    • Award External Funding Source Cost Share Required Count
    • Award External Funding Source Cost Share Required Flag
    • Award Flow Through Is Federal Count
    • Award Flow Through Is Federal Flag
    • Award Flow Through Sponsor
    • Award Flow Through Sponsor Code
    • Award Flow Through Sponsor Code And Name
    • Award Flow Through Sponsor Is Federal Count
    • Award Flow Through Sponsor Is Federal Flag
    • Award Flow Through Sponsor LOC Number
    • Award Flow Through Sponsor REMS Code
    • Award Flow Through Sponsor REMS Sponsor Agency
    • Award Flow Through Sponsor REMS Sponsor Agency Code
    • Award Flow Through Sponsor REMS Sponsor Category
    • Award Flow Through Sponsor REMS Sponsor Category Code
    • Award Flow Through Sponsor REMS Sponsor Sub-Agency
    • Award Flow Through Sponsor REMS Sponsor Sub-Agency Code
    • Award Funded By Federal Agency Count
    • Award Funded By Federal Agency Flag
    • Award Funds Available Amount
    • Award ID
    • Award Institution
    • Award Institution Code
    • Award Institution Code And Name
    • Award Internal Funding Source Count
    • Award Internal Funding Source Flag
    • Award Invoiced Amount
    • Award Legal Entity
    • Award Legal Entity Code
    • Award Legal Entity Code And Name
    • Award Number And Title
    • Award Off Campus Count
    • Award Off Campus Flag
    • Award OP Source
    • Award OP Source Code
    • Award OP Source Code And Name
    • Award Owning Organization
    • Award Owning Organization Code
    • Award Owning Organization Code And Name
    • Award PreAward DateTime
    • Award Purpose
    • Award Receipt Amount
    • Award REMS Sponsor Agency
    • Award REMS Sponsor Agency Code
    • Award REMS Sponsor Category
    • Award REMS Sponsor Category Code
    • Award REMS Sponsor Sub-Agency
    • Award REMS Sponsor Sub-Agency Code
    • Award Revenue Amount
    • Award Sponsor
    • Award Sponsor Award Number
    • Award Sponsor Code
    • Award Sponsor Code And Name
    • Award Sponsor Is Federal Count
    • Award Sponsor Is Federal Flag
    • Award Sponsor LOC Number
    • Award Sponsor REMS Code
    • Award Start Date
    • Award Start DateTime
    • Award Unpaid Amount
    • Award Version Type
    • Award Version Type Code
    • Most Recent Project Fund Manager Email Address
    • Most Recent Project Fund Manager Employee ID
    • Most Recent Project Fund Manager ID And Name
    • Most Recent Project Fund Manager Name Full
    • Most Recent Project Manager Email Address
    • Most Recent Project Manager Employee ID
    • Most Recent Project Manager ID And Name
    • Most Recent Project Manager Name Full
    • Project Actual End Date
    • Project Actual End DateTime
    • Project Actual Start Date
    • Project Actual Start DateTime
    • Project Budgetary Control Count
    • Project Budgetary Control Flag
    • Project Burden Schedule
    • Project Burden Schedule Multiplier
    • Project Business Unit
    • Project Business Unit Code
    • Project Business Unit Code And Name
    • Project Capitalization Enabled Count
    • Project Capitalization Enabled Flag
    • Project Closed Date
    • Project Closed DateTime
    • Project Consumed Amount
    • Project Created Date
    • Project Description
    • Project End Date
    • Project End DateTime
    • Project Fiscal Manager Active Count
    • Project Fiscal Manager Email Address
    • Project Fiscal Manager Employee ID
    • Project Fiscal Manager ID And Name
    • Project Fiscal Manager Name Full
    • Project Fund Manager Active Count
    • Project Fund Manager Email Address
    • Project Fund Manager Employee ID
    • Project Fund Manager ID And Name
    • Project Fund Manager Name Full
    • Project ID
    • Project Invoiced Amount
    • Project Is Sponsored Count
    • Project Manager Active Count
    • Project Manager Email Address
    • Project MSO DBO CAO Active Count
    • Project MSO DBO CAO Email Address
    • Project MSO DBO CAO Employee ID
    • Project MSO DBO CAO ID And Name
    • Project MSO DBO CAO Name Full
    • Project Principal Investigator Active Count
    • Project Principal Investigator Email Address
    • Project Principal Investigator Employee ID
    • Project Principal Investigator ID And Name
    • Project Principal Investigator Name Full
    • Project Revenue Amount
    • Project Start Date
    • Project Start DateTimeBill 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?