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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


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 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


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?