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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. 

Cheryl Kettnich

  • Heather Sears
  • Eva Thiveos

Lived Name

As part of UCSD's transition to displaying Lived Name in all applicable tools, FINAH will display Lived Name starting in August 2022.  This means any report displaying employee Name fields will automatically display the employee Lived name where available and the Legal name where no Live name is indicated.  This will not break any reports or data integration objects, unless you are filtering for a specific name.


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

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. 

Please contact CBO with questions as this view is only available to them at this time.

Ui expand
titleFINAH-BudgetCommitment-View

FINAH-BudgetCommitment-View

Epic:

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

FINAHMAINT

FINAHE-

935

SNOW ticket addressed: CS0989015

Ui expand
titleLived name is now available in the following views and column groups:
Views:
  • FINAH-Award-View
  • FINAH-ChartStringCombination-View
  • FINAH-Contract-View
  • FINAH-ContractRevenue-View
  • FINAH-PPMTransactionDetail-View
  • FINAH-Project-View
  • FINAH-ProjectCost-View
  • FINAH-ProjectPersonnelRole-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View

Column Groups:

  • FINAH Project Personnel Role Basic
  • FINAH Project Cost Accounting
  • FINAH Project Cost Accounting
  • FINAH Project Cost Accounting
  • FINAH Project Cost Award Project Mapping
  • FINAH Project Cost Budget Planning
  • FINAH Project Cost Budget Planning
  • FINAH Project Cost Budget Planning
  • FINAH Project Personnel Role Basic
Test

711

Fields included in this view are:

Field Name

  • Accounting Period
  • Accounting Period Number
  • Commitment Amount
  • Commitment Amount Credit
  • Commitment Amount Debit
  • Commitment Approved Budget Amount
  • Commitment Approved By Name Full
  • Commitment Approved Date
  • Commitment Budget Type
  • Commitment Budget Version
  • Commitment Category
  • Commitment Created By Name Full
  • Commitment Created Date
  • Commitment Destination Notes
  • Commitment End Date
  • Commitment ID
  • Commitment Name
  • Commitment Prorated Flag
  • Commitment Pushed Flag
  • Commitment Start Date
  • Commitment Total Amount
  • Commitment User Notes
  • Destination Financial Unit
  • Destination Financial Unit Code
  • Destination Financial Unit Code and Name
  • Destination Financial Unit Effective End Date
  • Destination Financial Unit Effective Start Date
  • Destination Financial Unit Is Current Count
  • Destination Financial Unit Is Current Flag
  • Destination Financial Unit L1
  • Destination Financial Unit L1 Code
  • Destination Financial Unit L1 Code and Name
  • Destination Financial Unit L2
  • Destination Financial Unit L2 Code
  • Destination Financial Unit L2 Code and Name
  • Destination Financial Unit L3
  • Destination Financial Unit L3 Code
  • Destination Financial Unit L3 Code and Name
  • Destination Financial Unit L4
  • Destination Financial Unit L4 Code
  • Destination Financial Unit L4 Code and Name
  • Destination Function
  • Destination Function Code
  • Destination Function Code and Name
  • Destination Function Effective End Date
  • Destination Function Effective Start Date
  • Destination Function Is Current Count
  • Destination Function Is Current Flag
  • Destination Function L1
  • Destination Function L1 Code
  • Destination Function L1 Code and Name
  • Destination Fund
  • Destination Fund Code
  • Destination Fund Code and Name
  • Destination Fund Effective End Date
  • Destination Fund Effective Start Date
  • Destination Fund Is Current Count
  • Destination Fund Is Current Flag
  • Destination Fund L1
  • Destination Fund L1 Code
  • Destination Fund L1 Code and Name
  • Destination Fund L2
  • Destination Fund L2 Code
  • Destination Fund L2 Code and Name
  • Destination Fund L3
  • Destination Fund L3 Code
  • Destination Fund L3 Code and Name
  • Destination Fund L4
  • Destination Fund L4 Code
  • Destination Fund L4 Code and Name
  • Destination Managerial Reporting Fund Hierarchy L1
  • Destination Managerial Reporting Fund Hierarchy L1 Code
  • Destination Managerial Reporting Fund Hierarchy L1 Code and Name
  • Destination Managerial Reporting Fund Hierarchy L2
  • Destination Managerial Reporting Fund Hierarchy L2 Code
  • Destination Managerial Reporting Fund Hierarchy L2 Code and Name
  • Destination Managerial Reporting Fund Hierarchy L3
  • Destination Managerial Reporting Fund Hierarchy L3 Code
  • Destination Managerial Reporting Fund Hierarchy L3 Code and Name
  • Destination Managerial Reporting Fund Hierarchy L4
  • Destination Managerial Reporting Fund Hierarchy L4 Code
  • Destination Managerial Reporting Fund Hierarchy L4 Code and Name
  • Destination Managerial Reporting Fund Hierarchy L5
  • Destination Managerial Reporting Fund Hierarchy L5 Code
  • Destination Managerial Reporting Fund Hierarchy L5 Code and Name
  • Destination Managerial Reporting Fund Hierarchy L6
  • Destination Managerial Reporting Fund Hierarchy L6 Code
  • Destination Managerial Reporting Fund Hierarchy L6 Code and Name
  • Destination Project
  • Destination Project Actual End Date
  • Destination Project Actual End DateTime
  • Destination Project Actual Start Date
  • Destination Project Actual Start DateTime
  • Destination Project Bill To Customer
  • Destination Project Bill To Customer Code
  • Destination Project Bill To Customer Code And Name
  • Destination Project Budgetary Control Count
  • Destination Project Budgetary Control Flag
  • Destination Project Burden Schedule
  • Destination Project Burden Schedule Multiplier
  • Destination Project Business Unit
  • Destination Project Business Unit Code
  • Destination Project Business Unit Code And Name
  • Destination Project Capitalization Enabled Count
  • Destination Project Capitalization Enabled Flag
  • Destination Project Class Category
  • Destination Project Class Code
  • Destination Project Code
  • Destination Project Code and Name
  • Destination Project Consumed Amount
  • Destination Project Contract
  • Destination Project Contract Code
  • Destination Project Contract Code And Name
  • Destination Project Contract ID Count
  • Destination Project Department Reporting Category
  • Destination Project Description
  • Destination Project Effective End Date
  • Destination Project Effective Start Date
  • Destination Project End Date
  • Destination Project End DateTime
  • Destination Project ID
  • Destination Project Invoiced Amount
  • Destination Project Is Current Count
  • Destination Project Is Current Flag
  • Destination Project Is Sponsored Count
  • Destination Project Is Sponsored Flag
  • Destination Project Organization
  • Destination Project Organization Code
  • Destination Project Organization Code And Name
  • Destination Project Revenue Amount
  • Destination Project Start Date
  • Destination Project Start DateTime
  • Destination Project Status
  • Destination Project Type
  • Destination Task
  • Expenditure Type
  • Financial Unit
  • Financial Unit Code
  • Financial Unit Code and Name
  • Financial Unit Effective End Date
  • Financial Unit Effective Start Date
  • Financial Unit Is Current Count
  • Financial Unit Is Current Flag
  • Financial Unit L1
  • Financial Unit L1 Code
  • Financial Unit L1 Code and Name
  • Financial Unit L2
  • Financial Unit L2 Code
  • Financial Unit L2 Code and Name
  • Financial Unit L3
  • Financial Unit L3 Code
  • Financial Unit L3 Code and Name
  • Financial Unit L4
  • Financial Unit L4 Code
  • Financial Unit L4 Code and Name
  • Fiscal Year
  • Fiscal Year (YYYY)
  • Function
  • Function Code
  • Function Code and Name
  • Function Effective End Date
  • Function Effective Start Date
  • Function Is Current Count
  • Function Is Current Flag
  • Function L1
  • Function L1 Code
  • Function L1 Code and Name
  • Fund
  • Fund Code
  • Fund Code and Name
  • Fund Effective End Date
  • Fund Effective Start Date
  • Fund Is Current Count
  • Fund Is Current Flag
  • Fund L1
  • Fund L1 Code
  • Fund L1 Code and Name
  • Fund L2
  • Fund L2 Code
  • Fund L2 Code and Name
  • Fund L3
  • Fund L3 Code
  • Fund L3 Code and Name
  • Fund L4
  • Fund L4 Code
  • Fund L4 Code and Name
  • June Final Adjustment Amount
  • June Final Adjustment Amount Credit
  • June Final Adjustment Amount Debit
  • Lump Sum Month
  • Managerial Reporting Fund Hierarchy L1
  • Managerial Reporting Fund Hierarchy L1 Code
  • Managerial Reporting Fund Hierarchy L1 Code and Name
  • Managerial Reporting Fund Hierarchy L2
  • Managerial Reporting Fund Hierarchy L2 Code
  • Managerial Reporting Fund Hierarchy L2 Code and Name
  • Managerial Reporting Fund Hierarchy L3
  • Managerial Reporting Fund Hierarchy L3 Code
  • Managerial Reporting Fund Hierarchy L3 Code and Name
  • Managerial Reporting Fund Hierarchy L4
  • Managerial Reporting Fund Hierarchy L4 Code
  • Managerial Reporting Fund Hierarchy L4 Code and Name
  • Managerial Reporting Fund Hierarchy L5
  • Managerial Reporting Fund Hierarchy L5 Code
  • Managerial Reporting Fund Hierarchy L5 Code and Name
  • Managerial Reporting Fund Hierarchy L6
  • Managerial Reporting Fund Hierarchy L6 Code
  • Managerial Reporting Fund Hierarchy L6 Code and Name
  • Monthly Adjustment Amount
  • Monthly Adjustment Amount Credit
  • Monthly Adjustment Amount Debit
  • 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 Identity AD Username
  • Most Recent Project Fund Manager Name First
  • Most Recent Project Fund Manager Name Full
  • Most Recent Project Fund Manager Name Last
  • Most Recent Project Fund Manager Name Middle
  • Most Recent Project Fund Manager Reports To Email Address
  • Most Recent Project Fund Manager Reports To Employee ID
  • Most Recent Project Fund Manager Reports To ID And Name
  • Most Recent Project Fund Manager Reports To Identity AD Username
  • Most Recent Project Fund Manager Reports To Name First
  • Most Recent Project Fund Manager Reports To Name Full
  • Most Recent Project Fund Manager Reports To Name Last
  • Most Recent Project Fund Manager Reports To Name Middle
  • Most Recent Project Manager Email Address
  • Most Recent Project Manager Employee ID
  • Most Recent Project Manager ID And Name
  • Most Recent Project Manager Identity AD Username
  • Most Recent Project Manager Name First
  • Most Recent Project Manager Name Full
  • Most Recent Project Manager Name Last
  • Most Recent Project Manager Name Middle
  • Most Recent Project Manager Reports To Email Address
  • Most Recent Project Manager Reports To Employee ID
  • Most Recent Project Manager Reports To ID And Name
  • Most Recent Project Manager Reports To Identity AD Username
  • Most Recent Project Manager Reports To Name First
  • Most Recent Project Manager Reports To Name Full
  • Most Recent Project Manager Reports To Name Last
  • Most Recent Project Manager Reports To Name Middle
  • Period
  • Point of View
  • Project
  • Project Actual End Date
  • Project Actual End DateTime
  • Project Actual Start Date
  • Project Actual Start DateTime
  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name
  • 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 Class Category
  • Project Class Code
  • Project Closed Date
  • Project Closed DateTime
  • Project Code
  • Project Code and Name
  • Project Consumed Amount
  • Project Contract
  • Project Contract Code
  • Project Contract Code And Name
  • Project Contract ID Count
  • Project Created Date
  • Project Department Reporting Category
  • Project Description
  • Project Effective End Date
  • Project Effective Start Date
  • 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 Identity AD Username
  • Project Fiscal Manager Name First
  • Project Fiscal Manager Name Full
  • Project Fiscal Manager Name Last
  • Project Fiscal Manager Name Middle
  • Project Fiscal Manager Reports To Email Address
  • Project Fiscal Manager Reports To Employee ID
  • Project Fiscal Manager Reports To ID And Name
  • Project Fiscal Manager Reports To Identity AD Username
  • Project Fiscal Manager Reports To Name First
  • Project Fiscal Manager Reports To Name Full
  • Project Fiscal Manager Reports To Name Last
  • Project Fiscal Manager Reports To Name Middle
  • Project Fund Manager Active Count
  • Project Fund Manager Email Address
  • Project Fund Manager Employee ID
  • Project Fund Manager ID And Name
  • Project Fund Manager Identity AD Username
  • Project Fund Manager Name First
  • Project Fund Manager Name Full
  • Project Fund Manager Name Last
  • Project Fund Manager Name Middle
  • Project Fund Manager Reports To Email Address
  • Project Fund Manager Reports To Employee ID
  • Project Fund Manager Reports To ID And Name
  • Project Fund Manager Reports To Identity AD Username
  • Project Fund Manager Reports To Name First
  • Project Fund Manager Reports To Name Full
  • Project Fund Manager Reports To Name Last
  • Project Fund Manager Reports To Name Middle
  • Project ID
  • Project Invoiced Amount
  • Project Is Current Count
  • Project Is Current Flag
  • Project Is Sponsored Count
  • Project Is Sponsored Flag
  • Project Manager Active Count
  • Project Manager Email Address
  • Project Manager Employee ID
  • Project Manager ID And Name
  • Project Manager Identity AD Username
  • Project Manager Name First
  • Project Manager Name Full
  • Project Manager Name Last
  • Project Manager Name Middle
  • Project Manager Reports To Email Address
  • Project Manager Reports To Employee ID
  • Project Manager Reports To ID And Name
  • Project Manager Reports To Identity AD Username
  • Project Manager Reports To Name First
  • Project Manager Reports To Name Full
  • Project Manager Reports To Name Last
  • Project Manager Reports To Name Middle
  • 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 Identity AD Username
  • Project MSO DBO CAO Name First
  • Project MSO DBO CAO Name Full
  • Project MSO DBO CAO Name Last
  • Project MSO DBO CAO Name Middle
  • Project MSO DBO CAO Reports To Email Address
  • Project MSO DBO CAO Reports To Employee ID
  • Project MSO DBO CAO Reports To ID And Name
  • Project MSO DBO CAO Reports To Identity AD Username
  • Project MSO DBO CAO Reports To Name First
  • Project MSO DBO CAO Reports To Name Full
  • Project MSO DBO CAO Reports To Name Last
  • Project MSO DBO CAO Reports To Name Middle
  • Project Organization
  • Project Organization Code
  • Project Organization Code And Name
  • Project Principal Investigator Active Count
  • Project Principal Investigator Email Address
  • Project Principal Investigator Employee ID
  • Project Principal Investigator ID And Name
  • Project Principal Investigator Identity AD Username
  • Project Principal Investigator Name First
  • Project Principal Investigator Name Full
  • Project Principal Investigator Name Last
  • Project Principal Investigator Name Middle
  • Project Principal Investigator Reports To Email Address
  • Project Principal Investigator Reports To Employee ID
  • Project Principal Investigator Reports To ID And Name
  • Project Principal Investigator Reports To Identity AD Username
  • Project Principal Investigator Reports To Name First
  • Project Principal Investigator Reports To Name Full
  • Project Principal Investigator Reports To Name Last
  • Project Principal Investigator Reports To Name Middle
  • Project Revenue Amount
  • Project Start Date
  • Project Start DateTime
  • Project Status
  • Project Type
  • Push In Date
  • Push Out Date
  • Reclass In Date
  • Reclass Out Date
  • Record Scenario
  • Record Type
  • Resource Transfer Initiated Date
  • Source Financial Unit
  • Source Financial Unit Code
  • Source Financial Unit Code and Name
  • Source Financial Unit Effective End Date
  • Source Financial Unit Effective Start Date
  • Source Financial Unit Is Current Count
  • Source Financial Unit Is Current Flag
  • Source Financial Unit L1
  • Source Financial Unit L1 Code
  • Source Financial Unit L1 Code and Name
  • Source Financial Unit L2
  • Source Financial Unit L2 Code
  • Source Financial Unit L2 Code and Name
  • Source Financial Unit L3
  • Source Financial Unit L3 Code
  • Source Financial Unit L3 Code and Name
  • Source Financial Unit L4
  • Source Financial Unit L4 Code
  • Source Financial Unit L4 Code and Name
  • Source Function
  • Source Function Code
  • Source Function Code and Name
  • Source Function Effective End Date
  • Source Function Effective Start Date
  • Source Function Is Current Count
  • Source Function Is Current Flag
  • Source Function L1
  • Source Function L1 Code
  • Source Function L1 Code and Name
  • Source Fund
  • Source Fund Code
  • Source Fund Code and Name
  • Source Fund Effective End Date
  • Source Fund Effective Start Date
  • Source Fund Is Current Count
  • Source Fund Is Current Flag
  • Source Fund L1
  • Source Fund L1 Code
  • Source Fund L1 Code and Name
  • Source Fund L2
  • Source Fund L2 Code
  • Source Fund L2 Code and Name
  • Source Fund L3
  • Source Fund L3 Code
  • Source Fund L3 Code and Name
  • Source Fund L4
  • Source Fund L4 Code
  • Source Fund L4 Code and Name
  • Source Managerial Reporting Fund Hierarchy L1
  • Source Managerial Reporting Fund Hierarchy L1 Code
  • Source Managerial Reporting Fund Hierarchy L1 Code and Name
  • Source Managerial Reporting Fund Hierarchy L2
  • Source Managerial Reporting Fund Hierarchy L2 Code
  • Source Managerial Reporting Fund Hierarchy L2 Code and Name
  • Source Managerial Reporting Fund Hierarchy L3
  • Source Managerial Reporting Fund Hierarchy L3 Code
  • Source Managerial Reporting Fund Hierarchy L3 Code and Name
  • Source Managerial Reporting Fund Hierarchy L4
  • Source Managerial Reporting Fund Hierarchy L4 Code
  • Source Managerial Reporting Fund Hierarchy L4 Code and Name
  • Source Managerial Reporting Fund Hierarchy L5
  • Source Managerial Reporting Fund Hierarchy L5 Code
  • Source Managerial Reporting Fund Hierarchy L5 Code and Name
  • Source Managerial Reporting Fund Hierarchy L6
  • Source Managerial Reporting Fund Hierarchy L6 Code
  • Source Managerial Reporting Fund Hierarchy L6 Code and Name
  • Source Project
  • Source Project Actual End Date
  • Source Project Actual End DateTime
  • Source Project Actual Start Date
  • Source Project Actual Start DateTime
  • Source Project Bill To Customer
  • Source Project Bill To Customer Code
  • Source Project Bill To Customer Code And Name
  • Source Project Budgetary Control Count
  • Source Project Budgetary Control Flag
  • Source Project Burden Schedule
  • Source Project Burden Schedule Multiplier
  • Source Project Business Unit
  • Source Project Business Unit Code
  • Source Project Business Unit Code And Name
  • Source Project Capitalization Enabled Count
  • Source Project Capitalization Enabled Flag
  • Source Project Class Category
  • Source Project Class Code
  • Source Project Code
  • Source Project Code and Name
  • Source Project Consumed Amount
  • Source Project Contract
  • Source Project Contract Code
  • Source Project Contract Code And Name
  • Source Project Contract ID Count
  • Source Project Department Reporting Category
  • Source Project Description
  • Source Project Effective End Date
  • Source Project Effective Start Date
  • Source Project End Date
  • Source Project End DateTime
  • Source Project ID
  • Source Project Invoiced Amount
  • Source Project Is Current Count
  • Source Project Is Current Flag
  • Source Project Is Sponsored Count
  • Source Project Is Sponsored Flag
  • Source Project Organization
  • Source Project Organization Code
  • Source Project Organization Code And Name
  • Source Project Revenue Amount
  • Source Project Start Date
  • Source Project Start DateTime
  • Source Project Status
  • Source Project Type
  • Source Task



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
titleProject Bill to CustomerAward Role Fields - Multiple Views

Award Role Fields - Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-987
SNOW tickets addressed: CS0885436 and CS0692062
FINAHE-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
  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And NameAward 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-ChartStringCombinationProjectCost-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View



Ui expand
titleProject Bill to Customer & Task Bill to CustomerRole Fields - Multiple Views

Project Role Fields - Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-989
SNOW tickets addressed: CS0885436 and CS0692062
FINAHE-1039

Added the following fields: CS1196891

  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name
  • Task Bill To Customer
  • Task Bill To Customer Code
  • Task Bill To Customer Code And NameMost 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-ProjectCost-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View



Ui expand
titleTask 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: 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
keyFINAHMAINTFINAHE-9861053

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'
Customer
  • 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?