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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 8” so we can address it prior to the Thursday, March 8, 2023 release to Production..

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

Table of Contents

Table of Contents


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Karen Gerstoft
  • Nikki Giaquinta
  • Eva Thiveos


New View Going to UAT Friday, March 2: FINAH-TE-ExpenseTransactionDetail-View

BIA and the Travel Expense team are excited to release a new view that will allow report building against travel expenses.  Per our regular release for new views, FINAH-TE-ExpenseTransactionDetail-View will remain in UAT for an extended period and go to Production in our April 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-TE-ExpenseTransactionDetail-View

FINAH-ExpenseTransactiondetail-View

Epic: 

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1028

SNOW tickets addressed: CS1391049

Fields included in this view are:  CS1391049

Field Name

  • Account
  • Account Code
  • Account Code and Name
  • Account Code in PPM Count
  • Account Code in PPM Flag
  • Account Effective End Date
  • Account Effective Start Date
  • Account Is Current Count
  • Account Is Current Flag
  • Account L1
  • Account L1 Code
  • Account L1 Code and Name
  • Account L2
  • Account L2 Code
  • Account L2 Code and Name
  • Account L3
  • Account L3 Code
  • Account L3 Code and Name
  • Account L4
  • Account L4 Code
  • Account L4 Code and Name
  • Account L5
  • Account L5 Code
  • Account L5 Code and Name
  • Account L6
  • Account L6 Code
  • Account L6 Code and Name
  • Active Travel Expense User Count
  • Active Travel Expense User Flag
  • Allocation Approver Email Address
  • Allocation Approver Full Name
  • Allocation ID
  • Allocation Percentage
  • Allocation Transaction Amount
  • Award Activity Type
  • Award Activity Type Code
  • Award Activity Type Code And Name
  • Award Actual NOA End Date
  • Award Anticipated Direct Cost
  • Award Anticipated Indirect Cost
  • Award Anticipated Total Cost
  • 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 LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Bill Plan On Hold Count
  • Award Bill Plan On Hold Flag
  • Award Bill Plan Payment Term
  • 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
  • Award External Funding Source Code
  • Award External Funding Source Code And Name
  • Award External Funding Source Cost Share Required Count
  • Award External Funding Source Cost Share Required Flag
  • Award Fiscal Manager Active Count
  • Award Fiscal Manager Email Address
  • Award Fiscal Manager Employee ID
  • Award Fiscal Manager Home Department
  • Award Fiscal Manager Home Department Code
  • Award Fiscal Manager Home Department Code And Name
  • Award Fiscal Manager ID And Name
  • Award Fiscal Manager Identity AD Username
  • Award Fiscal Manager Name First
  • Award Fiscal Manager Name Full
  • Award Fiscal Manager Name Last
  • Award Fiscal Manager Name Middle
  • Award Fiscal Manager Reports To Email Address
  • Award Fiscal Manager Reports To Employee ID
  • Award Fiscal Manager Reports To ID And Name
  • Award Fiscal Manager Reports To Identity AD Username
  • Award Fiscal Manager Reports To Name First
  • Award Fiscal Manager Reports To Name Full
  • Award Fiscal Manager Reports To Name Last
  • Award Fiscal Manager Reports To Name Middle
  • 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 Fund Manager Active Count
  • Award Fund Manager Email Address
  • Award Fund Manager Employee ID
  • Award Fund Manager Home Department
  • Award Fund Manager Home Department Code
  • Award Fund Manager Home Department Code And Name
  • Award Fund Manager ID And Name
  • Award Fund Manager Identity AD Username
  • Award Fund Manager Name First
  • Award Fund Manager Name Full
  • Award Fund Manager Name Last
  • Award Fund Manager Name Middle
  • Award Fund Manager Reports To Email Address
  • Award Fund Manager Reports To Employee ID
  • Award Fund Manager Reports To ID And Name
  • Award Fund Manager Reports To Identity AD Username
  • Award Fund Manager Reports To Name First
  • Award Fund Manager Reports To Name Full
  • Award Fund Manager Reports To Name Last
  • Award Fund Manager Reports To Name Middle
  • 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 Last Updated DateTime
  • Award Legal Entity
  • Award Legal Entity Code
  • Award Legal Entity Code And Name
  • Award MSO DBO CAO Active Count
  • Award MSO DBO CAO Email Address
  • Award MSO DBO CAO Employee ID
  • Award MSO DBO CAO Home Department
  • Award MSO DBO CAO Home Department Code
  • Award MSO DBO CAO Home Department Code And Name
  • Award MSO DBO CAO ID And Name
  • Award MSO DBO CAO Identity AD Username
  • Award MSO DBO CAO Name First
  • Award MSO DBO CAO Name Full
  • Award MSO DBO CAO Name Last
  • Award MSO DBO CAO Name Middle
  • Award MSO DBO CAO Reports To Email Address
  • Award MSO DBO CAO Reports To Employee ID
  • Award MSO DBO CAO Reports To ID And Name
  • Award MSO DBO CAO Reports To Identity AD Username
  • Award MSO DBO CAO Reports To Name First
  • Award MSO DBO CAO Reports To Name Full
  • Award MSO DBO CAO Reports To Name Last
  • Award MSO DBO CAO Reports To Name Middle
  • Award Multiple Project Manager Count
  • Award Multiple Project Manager Flag
  • Award Multiple Project Organization Count
  • Award Multiple Project Organization Flag
  • Award Number
  • 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 PPM Clinical Trial Type
  • Award PreAward DateTime
  • Award Principal Investigator Active Count
  • Award Principal Investigator Email Address
  • Award Principal Investigator Employee ID
  • Award Principal Investigator Home Department
  • Award Principal Investigator Home Department Code
  • Award Principal Investigator Home Department Code And Name
  • Award Principal Investigator ID And Name
  • Award Principal Investigator Identity AD Username
  • Award Principal Investigator Name First
  • Award Principal Investigator Name Full
  • Award Principal Investigator Name Last
  • Award Principal Investigator Name Middle
  • Award Principal Investigator Reports To Email Address
  • Award Principal Investigator Reports To Employee ID
  • Award Principal Investigator Reports To ID And Name
  • Award Principal Investigator Reports To Identity AD Username
  • Award Principal Investigator Reports To Name First
  • Award Principal Investigator Reports To Name Full
  • Award Principal Investigator Reports To Name Last
  • Award Principal Investigator Reports To Name Middle
  • Award Project Manager Active Count
  • Award Project Manager Email Address
  • Award Project Manager Employee ID
  • Award Project Manager Home Department
  • Award Project Manager Home Department Code
  • Award Project Manager Home Department Code And Name
  • Award Project Manager ID And Name
  • Award Project Manager Identity AD Username
  • Award Project Manager Name First
  • Award Project Manager Name Full
  • Award Project Manager Name Last
  • Award Project Manager Name Middle
  • Award Project Manager Reports To Email Address
  • Award Project Manager Reports To Employee ID
  • Award Project Manager Reports To ID And Name
  • Award Project Manager Reports To Identity AD Username
  • Award Project Manager Reports To Name First
  • Award Project Manager Reports To Name Full
  • Award Project Manager Reports To Name Last
  • Award Project Manager Reports To Name Middle
  • 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 SPF Accountant Active Count
  • Award SPF Accountant Email Address
  • Award SPF Accountant Employee ID
  • Award SPF Accountant Home Department
  • Award SPF Accountant Home Department Code
  • Award SPF Accountant Home Department Code And Name
  • Award SPF Accountant ID And Name
  • Award SPF Accountant Identity AD Username
  • Award SPF Accountant Name First
  • Award SPF Accountant Name Full
  • Award SPF Accountant Name Last
  • Award SPF Accountant Name Middle
  • Award SPF Accountant Reports To Email Address
  • Award SPF Accountant Reports To Employee ID
  • Award SPF Accountant Reports To ID And Name
  • Award SPF Accountant Reports To Identity AD Username
  • Award SPF Accountant Reports To Name First
  • Award SPF Accountant Reports To Name Full
  • Award SPF Accountant Reports To Name Last
  • Award SPF Accountant Reports To Name Middle
  • Award SPF Supervisor Active Count
  • Award SPF Supervisor Email Address
  • Award SPF Supervisor Employee ID
  • Award SPF Supervisor Home Department
  • Award SPF Supervisor Home Department Code
  • Award SPF Supervisor Home Department Code And Name
  • Award SPF Supervisor ID And Name
  • Award SPF Supervisor Identity AD Username
  • Award SPF Supervisor Name First
  • Award SPF Supervisor Name Full
  • Award SPF Supervisor Name Last
  • Award SPF Supervisor Name Middle
  • Award SPF Supervisor Reports To Email Address
  • Award SPF Supervisor Reports To Employee ID
  • Award SPF Supervisor Reports To ID And Name
  • Award SPF Supervisor Reports To Identity AD Username
  • Award SPF Supervisor Reports To Name First
  • Award SPF Supervisor Reports To Name Full
  • Award SPF Supervisor Reports To Name Last
  • Award SPF Supervisor Reports To Name Middle
  • 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 Status
  • Award Title
  • Award Type
  • Award Unpaid Amount
  • Award Version Type
  • Award Version Type Code
  • Credit Card Account ID
  • Credit Card Account Last Four
  • Credit Card Account Name on Card
  • Credit Card Account Payment Type
  • Credit Card Transaction ID
  • Credit Card Transaction Merchant
  • Credit Card Transaction Posted Amount
  • Credit Card Transaction Posted Date
  • Credit Card Transaction Reference Number
  • Credit Card Transaction Status
  • Credit Card Transaction Status Code
  • Credit Card Transaction System ID
  • Credit Card Transaction Ticket Number

Employee First Name

Employee Full Name

Employee Last Name

Employee Middle Name

  • Expenditure Type
  • Expenditure Type Description
  • Expense Line Additional Info
  • Expense Line City of Purchase
  • Expense Line Credit Card Count
  • Expense Line Credit Card Flag
  • Expense Line Expense Type
  • Expense Line Foreign Or Domestic
  • Expense Line ID
  • Expense Line Is Personal Count
  • Expense Line Is Personal Flag
  • Expense Line Non-Employee Payee Code And Name
  • Expense Line Non-Employee Payee Name
  • Expense Line Payee Type
  • Expense Line Payment Type
  • Expense Line Spend Category
  • Expense Line Ticket Number
  • Expense Line Transaction Amount
  • Expense Line Transaction Date
  • Expense Line Transaction DateTime
  • Expense Line Transaction Type
  • Expense Line Trip Type
  • Expense Line User Comments
  • Expense Line Vendor Name
  • Expense Report Approval Status
  • Expense Report Created Date
  • Expense Report Created DateTime
  • Expense Report First Approved Date
  • Expense Report First Approved DateTime
  • Expense Report First Submitted Date
  • Expense Report First Submitted DateTime
  • Expense Report ID
  • Expense Report Key
  • Expense Report Name
  • Expense Report Payment Status
  • Expense Report Purpose
  • Expense Report Sent for Payment Date
  • Expense Report Sent for Payment DateTime
  • Expense Report Submitted by Delegate Count
  • Expense Report Submitted by Delegate Flag
  • Expense Report System Comments
  • Expense Report Type
  • Expense Report User Comments
  • 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
  • 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
  • KR Award Current Budget Period End Date
  • KR Award Current Budget Period Start Date
  • Managerial Reporting Account Hierarchy L1
  • Managerial Reporting Account Hierarchy L1 Code
  • Managerial Reporting Account Hierarchy L1 Code and Name
  • Managerial Reporting Account Hierarchy L2
  • Managerial Reporting Account Hierarchy L2 Code
  • Managerial Reporting Account Hierarchy L2 Code and Name
  • Managerial Reporting Account Hierarchy L3
  • Managerial Reporting Account Hierarchy L3 Code
  • Managerial Reporting Account Hierarchy L3 Code and Name
  • Managerial Reporting Account Hierarchy L4
  • Managerial Reporting Account Hierarchy L4 Code
  • Managerial Reporting Account Hierarchy L4 Code and Name
  • Managerial Reporting Account Hierarchy L5
  • Managerial Reporting Account Hierarchy L5 Code
  • Managerial Reporting Account Hierarchy L5 Code and Name
  • Managerial Reporting Account Hierarchy L6
  • Managerial Reporting Account Hierarchy L6 Code
  • Managerial Reporting Account Hierarchy L6 Code and Name
  • 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
  • Most Recent Project Fund Manager Email Address
  • Most Recent Project Fund Manager Employee ID
  • Most Recent Project Fund Manager Home Department
  • Most Recent Project Fund Manager Home Department Code
  • Most Recent Project Fund Manager Home Department Code And Name
  • 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 Home Department
  • Most Recent Project Manager Home Department Code
  • Most Recent Project Manager Home Department Code And Name
  • 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
  • Original Project Template
  • Original Project Template Code
  • Original Project Template Code And Name
  • 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 Home Department
  • Project Fiscal Manager Home Department Code
  • Project Fiscal Manager Home Department Code And Name
  • 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 Home Department
  • Project Fund Manager Home Department Code
  • Project Fund Manager Home Department Code And Name
  • 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 Last Updated DateTime
  • Project Manager Active Count
  • Project Manager Email Address
  • Project Manager Employee ID
  • Project Manager Home Department
  • Project Manager Home Department Code
  • Project Manager Home Department Code And Name
  • 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 Home Department
  • Project MSO DBO CAO Home Department Code
  • Project MSO DBO CAO Home Department Code And Name
  • 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 Home Department
  • Project Principal Investigator Home Department Code
  • Project Principal Investigator Home Department Code And Name
  • 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
  • Project-Task Code
  • Task
  • Task Bill To Customer
  • Task Bill To Customer Code
  • Task Bill To Customer Code And Name
  • Task Billable Count
  • Task Billable Flag
  • Task Burden Schedule
  • Task Burden Schedule Multiplier
  • Task Capitalizable Count
  • Task Capitalizable Flag
  • Task Chargeable Count
  • Task Chargeable Flag
  • Task Code
  • Task Code And Name
  • Task Consumed Amount
  • Task Created Date
  • Task End Date
  • Task End DateTime
  • Task Fund Manager Active Count
  • Task Fund Manager Email Address
  • Task Fund Manager Employee ID
  • Task Fund Manager Home Department
  • Task Fund Manager Home Department Code
  • Task Fund Manager Home Department Code And Name
  • Task Fund Manager ID And Name
  • Task Fund Manager Identity AD Username
  • Task Fund Manager Name First
  • Task Fund Manager Name Full
  • Task Fund Manager Name Last
  • Task Fund Manager Name Middle
  • Task Fund Manager Reports To Email Address
  • Task Fund Manager Reports To Employee ID
  • Task Fund Manager Reports To ID And Name
  • Task Fund Manager Reports To Identity AD Username
  • Task Fund Manager Reports To Name First
  • Task Fund Manager Reports To Name Full
  • Task Fund Manager Reports To Name Last
  • Task Fund Manager Reports To Name Middle
  • Task ID
  • Task Invoiced Amount
  • Task Manager Active Count
  • Task Manager Email Address
  • Task Manager Employee ID
  • Task Manager Home Department
  • Task Manager Home Department Code
  • Task Manager Home Department Code And Name
  • Task Manager ID And Name
  • Task Manager Identity AD Username
  • Task Manager Name First
  • Task Manager Name Full
  • Task Manager Name Last
  • Task Manager Name Middle
  • Task Manager Reports To Email Address
  • Task Manager Reports To Employee ID
  • Task Manager Reports To ID And Name
  • Task Manager Reports To Identity AD Username
  • Task Manager Reports To Name First
  • Task Manager Reports To Name Full
  • Task Manager Reports To Name Last
  • Task Manager Reports To Name Middle
  • Task Organization
  • Task Organization Code
  • Task Organization Code And Name
  • Task Planning End Date
  • Task Planning End DateTime
  • Task Planning Start Date
  • Task Planning Start DateTime
  • Task Revenue Amount
  • Task Source Application
  • Task Source Reference
  • Task Start Date
  • Task Start DateTime
  • User Email Address
  • User ID
  • User ID And Name
  • User Name First
  • User Name Full
  • User Name Last
  • User Name Middle
  • User Profile Approver Email Address
  • User Profile Approver Name Full
  • User Profile Financial Unit
  • User Profile Financial Unit Code
  • User Profile Function
  • User Profile Function Code
  • User Profile Fund
  • User Profile Fund Code
  • User Profile Funding Source
  • User Profile Funding Source Code
  • User Profile Ledger
  • User Profile Location
  • User Profile Location Code
  • User Profile Primary Assignment Financial Unit Code
  • User Profile Program
  • User Profile Program Code
  • User Profile Project
  • User Profile Project Code
  • User Profile Supplier
  • User Profile Supplier Code
  • User Profile Supplier Code And Name
  • User Profile Task
  • User Profile Task Code
  • User Profile User Group
  • User Profile User Traveler Type
  • User System ID


Ui expand
titleFINAH-TE-User-View

FINAH-TE-User-View

Epic: Fields

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1120

SNOW tickets addressed: n/a

Fields included in this view are: 

Field Name

  • Accounting Period
  • Accounting Period Number

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
titleAdd Original Project Template fields to Multiple Views

Add Original Project Template to multiple views

Epic:  

SNOW tickets addressed: CS1321505

Added the following fields:

  • Original Project Template
  • Original Project Template Code
  • Original Project Template Code And Name

Added to the following views:

  • FINAH-Project-View
  • FINAH-ProjectCost-View
  • FINAH-ContractRevenue-View
  • FINAH-PPM-TransactionDetail-View
  • FINAH-ChartStringCombination-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View

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? Active Travel Expense User Count
  • Active Travel Expense User Flag
  • User Email Address
  • User ID
  • User ID And Name
  • User Name First
  • User Name Full
  • User Name Last
  • User Name Middle
  • User Profile Approver Email Address
  • User Profile Approver Name Full
  • User Profile Financial Unit
  • User Profile Financial Unit Code
  • User Profile Function
  • User Profile Function Code
  • User Profile Fund
  • User Profile Fund Code
  • User Profile Funding Source
  • User Profile Funding Source Code
  • User Profile Ledger
  • User Profile Location
  • User Profile Location Code
  • User Profile Primary Assignment Financial Unit Code
  • User Profile Program
  • User Profile Program Code
  • User Profile Project
  • User Profile Project Code
  • User Profile Supplier
  • User Profile Supplier Code
  • User Profile Supplier Code And Name
  • User Profile Task
  • User Profile Task Code
  • User Profile User Group
  • User Profile User Traveler Type
  • User System ID



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
titleAdd Task Created Date to Multiple Views

Add Task Created Date to multiple views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1273
,
Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1277
,

SNOW tickets addressed: CS1391049

Added the following fields:

  • Task Created Date

Added to the following views:

  • FINAH-ContractRevenue-View
  • FINAH-PPM-TransactionDetail-View
  • FINAH-ProjectCost-View
  • FINAH-TE-ExpenseTransactionDetail-View



Ui expand
titleUpdate Original Transaction Reference in General Ledger Views

Update Original Transaction Reference in General Ledger Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1292
,
Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1297

SNOW tickets addressed: CS1402774

Updated the logic for Original Transaction Reference field to add the value from “line reference 10” in Oracle to display for non UCPath transactions.

Added to the following views:

  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerInterface-View



Ui expand
titleFINAH-ProjectCost-View

FINAH-ProjectCost-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1269

SNOW tickets addressed: CS1390496, CS1391049

Added the following fields:

  • Expenditure Invoice Line Requester Email Address
  • Expenditure Invoice Line Requester Employee ID
  • Expenditure Invoice Line Requester ID And Name
  • Expenditure Invoice Line Requester Identity AD Username
  • Expenditure Invoice Line Requester Name Full
  • Task Created Date