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From: Parnell, Sarah <saparnell@ucsd.edu>
To: Financial-Analytics-COP-l (Financial-Analytics-COP-l@ucsd.edu) <Financial-Analytics-COP-l@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>; Kilburn, Erin <ekilburn@ucsd.edu>; Baker, Beverly <b3baker@UCSD.EDU>; Virgil, Laura <lsvirgil@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>
Subject: FINAH enhancements - UAT available - due March 3

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 3” so we can address it prior to the Thursday, March 4 release to Production. 

Keep up with our future enhancements here: https://collabucsdcollab.ucsdatlassian.edunet/wiki/display/ACP/FINAH+Bugs+and+Enhancements+In+Progress

FINAH-Task-View users:

  • As we've adapted the FINAH views to your needs, all of the fields from FINAH-Task-View have been added to the FINAH-ProjectCost-View.  If you are using the FINAH-Task-View, please repoint your report at the FINAH-ProjectCost-View.  We would like to retire the FINAH-Task-View once everyone has moved their reports.

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Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.

ViewEnhancementEpic
FINAH-Award-View
  • Added 'Award Flow Through Sponsor Is Federal Count' 
  • Added 'Award Flow Through Sponsor Is Federal Flag' 
  • Added 'Award Flow Through Sponsor Code' 
  • Added 'Award Flow Through Sponsor Code And Name' 
  • Added 'Award Flow Through Sponsor LOC Number' 
  • Added 'Award Flow Through Sponsor REMS Code' 
FINAHCORE-878
FINAH-Project-View
  • Added 'Award Flow Through Sponsor Is Federal Count' 
  • Added 'Award Flow Through Sponsor Is Federal Flag' 
  • Added 'Award Flow Through Sponsor Code' 
  • Added 'Award Flow Through Sponsor Code And Name' 
  • Added 'Award Flow Through Sponsor LOC Number' 
  • Added 'Award Flow Through Sponsor REMS Code' 
FINAHCORE-880
FINAH-ProjectCost-View
  • Added 'Award Flow Through Sponsor Is Federal Count' 
  • Added 'Award Flow Through Sponsor Is Federal Flag' 
  • Added 'Award Flow Through Sponsor Code' 
  • Added 'Award Flow Through Sponsor Code And Name' 
  • Added 'Award Flow Through Sponsor LOC Number' 
  • Added 'Award Flow Through Sponsor REMS Code' 
  • Added 'Function Level'
  • Added 'Function Parent Code' 
  • Added 'Function Tree Node ID' 
  • Added 'Function Leaf Node Count' 
  • Added 'Function Top Node Count' 
  • Added 'Function Allow Posting Flag' 
  • Added 'Function Leaf Node Flag' 
  • Added 'Function Summary Flag' 
  • Added 'Function Top Node Flag' 

Additional Note: the fund and function info may not populate for another 1-2 days due to an initial data load that is still running.

FINAHCORE-882

FINAH-ProjectCost-View Quick Start Guide

Added 'Fund and Function' Drawer

Fund and function values are determined in the following order:

  1. If the expenditure has posted to the General Ledger, then get this information based on the actual chart string that posted**
  2. If no General Ledger information is found, then get this information from the Task DFF
  3. If both of the above are not found, then fields will be null

**Note this information is only available for expenditures that are generated in OFC and may not be available for expenditures, as an example, that were imported during conversion from IFIS or other sources.


If you cannot view the FINAHCORE links, please request access to Jira here:  https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b

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