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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:  

BIA, in conjunction with the BFS BI and Financial Reporting team, is excited to release the FINAH-PPM-TransactionDetail-View.  This new view is a combination of elements from FINAH-ContractRevenue-View and FINAH-ProjectCosts-View in support of the 'Faculty & Research Panorama'.  The FINAH-PPM-TransactionDetail-View will allow report developers to display revenue and costs, aka expenditures, in the same report. 

Check out our FINAH Quick Start Guide summary page on Collab for details on how Oracle PPM data is organized in FINAH.


Ui expand
titleFINAH-PPM-TransactionDetail-View

FINAH-PPM-TransactionDetail-View

Epic:

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-593599

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
    Activity TypeAward REMS Sponsor AgencyProject Fund Manager Active Count
    Award Activity Type CodeAward REMS Sponsor Agency CodeProject Fund Manager Email Address
    Award Activity Type Code And NameAward REMS Sponsor CategoryProject Fund Manager Employee ID
    Award Actual NOA End DateAward REMS Sponsor Category CodeProject Fund Manager ID And Name
    Award Approval Required By Sponsor CountAward REMS Sponsor Sub-AgencyProject Fund Manager Identity AD Username
    Award Approval Required By Sponsor FlagAward REMS Sponsor Sub-Agency CodeProject
    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

    FINAH-Project-View

    Epic:  
    Ui expand
    titleFINAH-ContractRevenue-View

    FINAH-ContractRevenue-View

    Epic:  
    Jira Legacy
    serverITS PRO
    serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
    keyFINAHMAINT-597
    Added the following fields:
    Fund Manager Name Full
    Award Backlog AmountAward Revenue AmountProject GL Transaction Signed Amount
    Award Bill Plan Billing Currency TypeAward SponsorProject ID
    Award Bill Plan Billing CycleAward Sponsor Award NumberProject Invoiced Amount
    Award Bill Plan Billing Set NumberAward Sponsor CodeProject Is Sponsored Count
    Award Bill Plan Bill-to AccountAward Sponsor Code And NameProject Is Sponsored Flag
    Award Bill Plan Bill-to Account NumberAward Sponsor Is Federal CountProject Manager Active Count
    Award Bill Plan Bill-to ContactAward Sponsor Is Federal FlagProject Manager Email Address
    Award Bill Plan Bill-to Contact Email AddressAward Sponsor LOC NumberProject Manager Employee ID
    Award Bill Plan Bill-to PartyAward Sponsor REMS CodeProject Manager ID And Name
    Award Bill Plan Bill-to Party Site CodeAward Start DateProject Manager Identity AD Username
    Award Bill Plan Document NumberAward Start DateTimeProject Manager Name Full
    Award Bill Plan Invoice GroupingAward StatusProject MSO DBO CAO Active Count
    Award Bill Plan Invoice Method ClassificationAward TitleProject MSO DBO CAO Email Address
    Award Bill Plan Invoice Method NameAward TypeProject MSO DBO CAO Employee ID
    Award Bill Plan LOC Enabled CountAward
    Bill Plan LOC Enabled Flag
  • Award Fiscal Manager Identity AD Username
  • Award Fund Manager Identity AD Username
  • Award
    Unpaid AmountProject MSO DBO CAO ID And Name
    Award Bill Plan LOC Enabled FlagAward Version TypeProject MSO DBO CAO Identity AD Username
    Award
    Principal Investigator Identity AD Username
    Bill Plan On Hold CountAward
    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
    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-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-444

    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
    Ui expand
    titleFINAH-UCSDGeneralLedgerInterface-View

    FINAH-UCSDGeneralLedgerInterface-View

    Epic:  
    Version Type CodeProject MSO DBO CAO Name Full
    Award Bill Plan On Hold FlagBudget PeriodProject Organization
    Award Bill Plan Payment TermBudget Period End DateProject Organization Code
    Award Burden ScheduleBudget Period End DateTimeProject Organization Code And Name
    Award Burden Schedule Cost CodeBudget Period IDProject Principal Investigator Active Count
    Award Burden Schedule MultiplierBudget Period Start DateProject Principal Investigator Email Address
    Award CFDA NumberBudget Period Start DateTimeProject Principal Investigator Employee ID
    Award Close DateTimeCommitment Burdened CostProject Principal Investigator ID And Name
    Award Consumed AmountCommitment Burdened Cost Adjusted for IDCProject Principal Investigator Identity AD Username
    Award Contract AmountCommitment Indirect CostProject Principal Investigator Name Full
    Award End DateCommitment Raw CostProject Revenue Amount
    Award End DateTimeContractProject Start Date
    Award Expanded Authority CountContract Bill To CustomerProject Start DateTime
    Award Expanded Authority FlagContract Bill To Customer AccountProject Status
    Award External Funding SourceContract Bill To Customer Account NumberProject Type
    Award External Funding Source CodeContract Bill To Customer Account Number And NameRevenue Account Code
    Award External Funding Source Code And NameContract Bill To Customer Account REMS CodeRevenue Amount
    Award External Funding Source Cost Share Required CountContract Bill To Customer CodeRevenue Category
    Award External Funding Source Cost Share Required FlagContract Bill To Customer Code And NameRevenue Category Direct Indirect
    Award Fiscal Manager Active CountContract Bill To Customer Site CodeTask
    Award Fiscal Manager Email AddressContract Bill To Customer TypeTask Billable Count
    Award Fiscal Manager Employee IDContract Bill To Customer Type CodeTask Billable Flag
    Award Fiscal Manager ID And NameContract CodeTask Budget Period Budget Amount
    Award Fiscal Manager Identity AD UsernameContract Code And NameTask Budget Period Payroll Projection Amount
    Award Fiscal Manager Name FullContract DescriptionTask Burden Schedule
    Award Flow Through Is Federal CountContract End DateTask Burden Schedule Multiplier
    Award Flow Through Is Federal FlagContract End DateTimeTask Capitalizable Count
    Award Flow Through SponsorContract IDTask Capitalizable Flag
    Award Flow Through Sponsor CodeContract Invoiced AmountTask Chargeable Count
    Award Flow Through Sponsor Code And NameContract Major VersionTask Chargeable Flag
    Award Flow Through Sponsor Is Federal CountContract Owning OrganizationTask Code
    Award Flow Through Sponsor Is Federal FlagContract Owning Organization CodeTask Code And Name
    Award Flow Through Sponsor LOC NumberContract Owning Organization Code And NameTask Consumed Amount
    Award Flow Through Sponsor REMS CodeContract Payment TermTask End Date
    Award Flow Through Sponsor REMS Sponsor AgencyContract Start DateTask End DateTime
    Award Flow Through Sponsor REMS Sponsor Agency CodeContract Start DateTimeTask Fund Manager Active Count
    Award Flow Through Sponsor REMS Sponsor CategoryContract StatusTask Fund Manager Email Address
    Award Flow Through Sponsor REMS Sponsor Category CodeContract TypeTask Fund Manager Employee ID
    Award Flow Through Sponsor REMS Sponsor Sub-AgencyContract VersionTask Fund Manager ID And Name
    Award Flow Through Sponsor REMS Sponsor Sub-Agency CodeContract Version Row NumberTask Fund Manager Identity AD Username
    Award Fund Manager Active CountExpenditure Burdened CostTask Fund Manager Name Full
    Award Fund Manager Email AddressExpenditure CategoryTask ID
    Award Fund Manager Employee IDExpenditure Raw CostTask Invoiced Amount
    Award Fund Manager ID And NameKR Award Current Budget Period End DateTask Manager Active Count
    Award Fund Manager Identity AD UsernameKR Award Current Budget Period Start DateTask Manager Email Address
    Award Fund Manager Name FullMost Recent Project Fund Manager Email AddressTask Manager Employee ID
    Award Funded By Federal Agency CountMost Recent Project Fund Manager Employee IDTask Manager ID And Name
    Award Funded By Federal Agency FlagMost Recent Project Fund Manager ID And NameTask Manager Identity AD Username
    Award Funds Available AmountMost Recent Project Fund Manager Identity AD UsernameTask Manager Name Full
    Award IDMost Recent Project Fund Manager Name FullTask Organization
    Award InstitutionMost Recent Project Manager Email AddressTask Organization Code
    Award Institution CodeMost Recent Project Manager Employee IDTask Organization Code And Name
    Award Institution Code And NameMost Recent Project Manager ID And NameTask Planning End Date
    Award Internal Funding Source CountMost Recent Project Manager Identity AD UsernameTask Planning End DateTime
    Award Internal Funding Source FlagMost Recent Project Manager Name FullTask Planning Start Date
    Award Invoiced AmountOriginal Transaction ReferenceTask Planning Start DateTime
    Award Legal EntityProjectTask Revenue Amount
    Award Legal Entity CodeProject Actual End DateTask Source Application
    Award Legal Entity Code And NameProject Actual End DateTimeTask Source Reference
    Award MSO DBO CAO Active CountProject Actual Start DateTask Start Date
    Award MSO DBO CAO Email AddressProject Actual Start DateTimeTask Start DateTime
    Award MSO DBO CAO Employee IDProject Budgetary Control CountTransaction Accounting Date
    Award MSO DBO CAO ID And NameProject Budgetary Control FlagTransaction Accounting Period
    Award MSO DBO CAO Identity AD UsernameProject Burden ScheduleTransaction Bill Event Type
    Award MSO DBO CAO Name FullProject Burden Schedule MultiplierTransaction Date
    Award NumberProject Business UnitTransaction Description
    Award Number And TitleProject Business Unit CodeTransaction Dist ID
    Award Off Campus CountProject Business Unit Code And NameTransaction Document
    Award Off Campus FlagProject Capitalization Enabled CountTransaction Expenditure Type
    Award OP SourceProject Capitalization Enabled FlagTransaction Fiscal Day (DDD)
    Award OP Source CodeProject Class CategoryTransaction Fiscal Month (MM)
    Award OP Source Code And NameProject Class CodeTransaction Fiscal Period End Date
    Award Owning OrganizationProject Closed DateTransaction Fiscal Period Full
    Award Owning Organization CodeProject Closed DateTimeTransaction Fiscal Period Number
    Award Owning Organization Code And NameProject CodeTransaction Fiscal Period Short
    Award PPM Clinical Trial TypeProject Code And NameTransaction Fiscal Period Start Date
    Award PreAward DateTimeProject Consumed AmountTransaction Fiscal Quarter (Q)
    Award Principal Investigator Active CountProject Created DateTransaction Fiscal Week (WW)
    Award Principal Investigator Email AddressProject Department Reporting CategoryTransaction Fiscal Year
    Award Principal Investigator Employee IDProject DescriptionTransaction Fiscal Year (YYYY)
    Award Principal Investigator ID And NameProject End DateTransaction ID
    Award Principal Investigator Identity AD UsernameProject End DateTimeTransaction Invoice Date
    Award Principal Investigator Name FullProject Fiscal Manager Active CountTransaction Invoice ID
    Award Project Manager Active CountProject Fiscal Manager Email AddressTransaction Invoice Line Requester Name Full
    Award Project Manager Email AddressProject Fiscal Manager Employee IDTransaction Invoice Number
    Award Project Manager Employee IDProject Fiscal Manager ID And NameTransaction Line Type
    Award Project Manager ID And NameProject Fiscal Manager Identity AD UsernameTransaction Number
    Award Project Manager Identity AD UsernameProject Fiscal Manager Name FullTransaction PO ID
    Award Project Manager Name Full
    Transaction PO Number
    Award Purpose
    Transaction Supplier
    Award Receipt Amount
    Transaction Supplier Code


    Transaction Supplier Code And Name


    Transaction Supplier ID


    Transaction Type



    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-
    446
    591

    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 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 DateTimeAward 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
    • 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?