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>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>
Subject: FINAH enhancements - Production Release
Hi folks - While we have migrated most of the enhancements below into Production, there were a few that have been held back for additional updates based on your UAT feedback. These are the 3 fields placed on hold, the remaining fields migrated to production are listed at the bottom of this email.
| View | Enhancement | Epic |
|---|
| FINAH-Project-View | - On hold "Project Budget Period Commitment Amount"
- On hold "Project Budget Period Available Amount"
- On hold "Project Budget Period Unbudgeted Amount"
| FINAHCORE-511 |
Thanks for being awesome,
Sarah Parnell
Analytics Community of Practice Manager
Business Intelligence & Analytics | Information Technology Services | UC San Diego
saparnell@ucsd.edu
work cell: 858-354-9709
My pronouns [https://www.mypronouns.org/]: she/her/hers
“My job is to make your job easier. Where do you want to start?” - Sarah
From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Wednesday, November 18, 2020 2:31 PM
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>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>
Subject: FINAH enhancements - UAT available - due December 2
...
Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.
View | Enhancement | Epic |
|---|
FINAH-FoundationAccount-View | New view | FINAHCORE-607 |
FINAH-FoundationGeneralLedger-View | - *Removed Fdn Account STAR Category Code
- *Removed Fdn Account GASB 72 Classification Code
- *Removed Fdn Account GASB 72 Level Code
- *Removed Fdn Account Reconciliation Code
- *Renamed "Foundation Account" to "Fdn Account"
- *Renamed "Foundation Future" to "Fdn Future"
- *Renamed "Foundation Interfund" to "Fdn Interfund"
- *Renamed "Foundation Investment Pool" to "Fdn Investment Pool"
- Added Fdn Account Active Flag
- Added Fdn Account Active
- Added Fdn Account Active Count
- Added Fdn Account Allow Posting Flag
- Added Fdn Account Allow Posting Count
- Added Fdn Account Allow Budgeting Flag
- Added Fdn Account Allow Budgeting Count
- Added Fdn Account Third Party Control Account Flag
- Added Fdn Account Third Party Control Account Count
- Added Fdn Account Reconcile Flag
- Added Fdn Account Reconcile Count
- Added Fdn Account Category Code
- Added Fdn Account Category
- Added Fdn Account Financial Category Code
- Added Fdn Account Financial Category
- Added Fdn Account Student Foundation
- Added Fdn Account Reconciliation2
- Added Fdn Account Reconciliation3
- Added Fdn Account Created By User Email
- Added Fdn Account Creation Datetime
- Added Fdn Account Last Updated By User Email
- Added Fdn Account Last Updated Datetime
| FINAHCORE-609 |
FINAH-Project-View | - *Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost"
- *Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate"
- *Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost"
- *Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost"
- *Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost"
- *Renamed "Task Expenditure Raw Cost" to "Account Raw Cost"
- Added "Account Burdened Cost"
- Added "Project Department Reporting Category"
- Added "Project Budget Period Funding Amount"
- Added "Project Budget Period Budget Amount"
- Added "Project Budget Period Commitment Amount" (On hold)
- Added "Project Budget Period Actual Amount"
- Added "Project Budget Period Available Amount" (On hold)
- Added "Project Budget Period Unbudgeted Amount" (On hold)
| FINAHCORE-628 FINAHCORE-511 |
FINAH-ProjectCosts-View | - *Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost"
- *Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate"
- *Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost"
- *Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost"
- *Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost"
- *Renamed "Task Expenditure Raw Cost" to "Account Raw Cost"
- Added "Account Burdened Cost"
- Added "Fund Code"
- Added "Fund Level"
- Added "Fund"
- Added "Fund Code and Name"
- Added "Fund Parent ID"
- Added "Fund Tree Node ID"
- Added "Fund Effective Start Date"
- Added "Fund Effective End Date"
- Added "Fund Is Current Flag"
- Added "Fund Is Current Count"
- Added "Fund Top Node Flag"
- Added "Fund Top Node Count"
- Added "Fund Leaf Node Flag"
- Added "Fund Leaf Node Count"
| FINAHCORE-628 FINAHCORE-637 |
FINAH-ProjectPersonnelRole-View | - Add "Award EVerify Flag" (from Kuali)
- Add "Award EVerify Count" (from Kuali)
- Add "Person EVerify Flag" (from UCPath)
- Add "Person EVerify Count" (from UCPath)
| FINAHCORE-562 |
FINAH-Task-View | - *Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost"
- *Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate"
- *Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost"
- *Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost"
- *Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost"
- *Renamed "Task Expenditure Raw Cost" to "Account Raw Cost"
- Added "Account Burdened Cost"
| FINAHCORE-628 |
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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