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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 August 10” so we can address it prior to the Thursday, August 11, 2022 release to Production.

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

Table of Contents

Table of Contents


Hana QA Duty Cycle: 7pm-5am Nightly

A duty cycle has been implemented for Hana QA.  During this time, Hana QA will not be available:

  • Hana QA will not be available from 7pm-5am nightly
  • Hana QA will not be available Saturday and Sunday
  • Data load will occur from 5am-10am weekdays

Please schedule your UAT work around this duty cycle.


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Heather Sears


New View Going to UAT Friday, September 9: FINAH-BudgetCommitment-View

BIA and the CBO team are excited to release a new view that will allow report building against budget commitment data.  Per our regular release for new views, FINAH-BudgetCommitment-View will remain in UAT for an extended period and go to Production in our October release.

*Note: We do expect field name changes in this view.  As always, data in UAT is not ready to be shared with end customers, is not considered completely validated and can change suddenly. 

Ui expand
titleFINAH-BudgetCommitment-View

FINAH-BudgetCommitment-View

Epic:

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-711

Fields included in this view are:




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
titleAward Role Fields - Multiple Views

Award Role Fields - Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1057

Added the following fields:

  • Award Fiscal Manager Name First
  • Award Fiscal Manager Name Last
  • Award Fiscal Manager Name Middle
  • Award Fiscal Manager Reports To Name First
  • Award Fiscal Manager Reports To Name Last
  • Award Fiscal Manager Reports To Name Middle
  • Award Fund Manager Name First
  • Award Fund Manager Name Last
  • Award Fund Manager Name Middle
  • Award Fund Manager Reports To Name First
  • Award Fund Manager Reports To Name Last
  • Award Fund Manager Reports To Name Middle
  • Award MSO DBO CAO Name First
  • Award MSO DBO CAO Name Last
  • Award MSO DBO CAO Name Middle
  • Award MSO DBO CAO Reports To Name First
  • Award MSO DBO CAO Reports To Name Last
  • Award MSO DBO CAO Reports To Name Middle
  • Award Principal Investigator Name First
  • Award Principal Investigator Name Last
  • Award Principal Investigator Name Middle
  • Award Principal Investigator Reports To Name First
  • Award Principal Investigator Reports To Name Last
  • Award Principal Investigator Reports To Name Middle
  • Award Project Manager Name First
  • Award Project Manager Name Last
  • Award Project Manager Name Middle
  • Award Project Manager Reports To Name First
  • Award Project Manager Reports To Name Last
  • Award Project Manager Reports To Name Middle
  • Award SPF Accountant Name First
  • Award SPF Accountant Name Last
  • Award SPF Accountant Name Middle
  • Award SPF Accountant Reports To Name First
  • Award SPF Accountant Reports To Name Last
  • Award SPF Accountant Reports To Name Middle
  • Award SPF Supervisor Name First
  • Award SPF Supervisor Name Last
  • Award SPF Supervisor Name Middle
  • Award SPF Supervisor Reports To Name First
  • Award SPF Supervisor Reports To Name Last
  • Award SPF Supervisor Reports To Name Middle

To the following views:

  • FINAH-Award-View
  • FINAH-ChartStringCombination-View
  • FINAH-Contract-View
  • FINAH-ContractRevenue-view
  • FINAH-PPMTransactionDetail-View
  • FINAH-Project-View
  • FINAH-ProjectCost-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View



Ui expand
titleProject Role Fields - Multiple Views

Project Role Fields - Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1039

Added the following fields: CS1196891

  • Most Recent Project Fund Manager Name First
  • Most Recent Project Fund Manager Name Last
  • Most Recent Project Fund Manager Name Middle
  • Most Recent Project Fund Manager Reports To Name First
  • Most Recent Project Fund Manager Reports To Name Last
  • Most Recent Project Fund Manager Reports To Name Middle
  • Most Recent Project Manager Name First
  • Most Recent Project Manager Name Last
  • Most Recent Project Manager Name Middle
  • Most Recent Project Manager Reports To Name First
  • Most Recent Project Manager Reports To Name Last
  • Most Recent Project Manager Reports To Name Middle
  • Project Fiscal Manager Name First
  • Project Fiscal Manager Name Last
  • Project Fiscal Manager Name Middle
  • Project Fiscal Manager Reports To Name First
  • Project Fiscal Manager Reports To Name Last
  • Project Fiscal Manager Reports To Name Middle
  • Project Fund Manager Name First
  • Project Fund Manager Name Last
  • Project Fund Manager Name Middle
  • Project Fund Manager Reports To Name First
  • Project Fund Manager Reports To Name Last
  • Project Fund Manager Reports To Name Middle
  • Project Manager Name First
  • Project Manager Name Last
  • Project Manager Name Middle
  • Project Manager Reports To Name First
  • Project Manager Reports To Name Last
  • Project Manager Reports To Name Middle
  • Project MSO DBO CAO Name First
  • Project MSO DBO CAO Name Last
  • Project MSO DBO CAO Name Middle
  • Project MSO DBO CAO Reports To Name First
  • Project MSO DBO CAO Reports To Name Last
  • Project MSO DBO CAO Reports To Name Middle
  • Project Principal Investigator Name First
  • Project Principal Investigator Name Last
  • Project Principal Investigator Name Middle
  • Project Principal Investigator Reports To Name First
  • Project Principal Investigator Reports To Name Last
  • Project Principal Investigator Reports To Name Middle

To the following views:

  • FINAH-ChartStringCombination-View
  • FINAH-Contract-View
  • FINAH-ContractRevenue-View
  • FINAH-PPMTransactionDetail-View
  • FINAH-Project-View
  • FINAH-PorjectCost-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View



FINAH-PPM-TransactionDetail-View

Epic:  

SNOW tickets addressed: CS0885436 and CS0692062
Ui expand
titleFINAH-PPM-TransactionDetail-View
Task Role Fields - Multiple Views

Task Role Fields - Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1055

Added the following fields:

  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name
  • Project Budget Period Budget Amount
  • Project Budget Period Funding Amount
  • Project Budget Period Unbudgeted Amount
  • Task Bill To Customer
  • Task Bill To Customer Code
  • Task Bill To Customer Code And Name
    • Transaction Source = Will be populated for "Transaction Type" 'Expenditure', 'Commitment', and 'Revenue'

    CS1196891

    • Task Fund Manager Name First
    • Task Fund Manager Name Last
    • Task Fund Manager Name Middle
    • Task Fund Manager Reports To Name First
    • Task Fund Manager Reports To Name Last
    • Task Fund Manager Reports To Name Middle
    • Task Manager Name First
    • Task Manager Name Last
    • Task Manager Name Middle
    • Task Manager Reports To Name First
    • Task Manager Reports To Name Last
    • Task Manager Reports To Name Middle

    To the following views:

    • FINAH-ContractRevenue-View
    • FINAH-PPMTransactionDetail-View
    • FINAH-ProjectCost-View



    Ui expand
    titleFINAH-PPM-TransactionDetail-View

    FINAH-PPM-TransactionDetail-View

    Epic:  

    Jira Legacy
    serverITS PRO
    serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
    keyFINAHE-1053

    SNOW tickets addressed: CS0885436 and CS0692062CS1196908
    Added the following fields:

    • Project Bill To Customer
    • Project Bill To Customer Code
    • Project Bill To Customer Code And Name
    • Project Budget Period Budget Amount
    • Project Budget Period Funding Amount
    • Project Budget Period Unbudgeted Amount
    • Task Bill To Customer
    • Task Bill To Customer Code
    • Task Bill To Customer Code And Name
    • Transaction Source = Will be populated for "Transaction Type" 'Expenditure', 'Commitment', and 'Revenue'Most Recent Award Flag



    Ui expand
    titleFINAH-ProjectCosts-View

    FINAH-ProjectCosts-View

    Epic:  

    Jira Legacy
    serverITS PRO
    serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
    keyFINAHE-1039

    SNOW tickets addressed: CS1181147
    Added the following fields:

    • Award Budget Period Funding Internal Amount
    • Award Budget Period Funding External Amount



    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.


    Warning

    A duty cycle has been implemented for Hana QA.  During this time, Hana QA will not be available.  Please schedule your UAT work around this duty cycle.

    • Hana QA will not be available from 7pm-5am nightly
    • Hana QA will not be available Saturday and Sunday
    • Data loads will occur from 5am-10am on weekdays


    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?