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As we've adapted the FINAH views to your needs, we have found changing field names is painful for both report developers and our team due to the name change breaking reports, data integrations and packages / data sources.  In an effort to avoid this pain, we are going to introduce a new name change strategy. 

  1. ITS-BIA will release new fields or views the contain the new nameswith the revised field name in the views that contain the field to be renamed, or where a view is to be renamed ITS-BIA will release as a new view the view with the revised name.
  2. ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields or / views.
  3. ITS-BIA will remove the data from the old fields or / views and allow a second transition period.  This will not break the report but will highlight where the fields / views are still in use as they will become blank.
  4. ITS-BIA will deprecate the fields or / views.  Any reports the have not transitions transitioned by this point will break.

We'll be using this new strategy on the following items that require name changes:

  • CBO Account Hierarchy fields will be renamed to replaced by Managerial Reporting Account Hierarchy
  • CBO Fund Hierarchy fields will be renamed to replaced by Managerial Reporting Fund Hierarchy

  • Expenditure ID will be renamed to replaced by Transaction Number

  • Contract Sponsor LOC Number will be renamed to replaced by Award Sponsor LOC Number

  • Contract Sponsor Is Federal Flag will be renamed to replaced by Award Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count will be renamed to replaced by Award Sponsor Is Federal Count

  • FINAH-Task-View will be replaced by FINAH-ProjectCosts-View

Date
Currently Available
  • FINAH-ProjectCosts-View
  • Award Sponsor LOC Number
  • Award Sponsor Is Federal Flag

  • Award Sponsor Is Federal Count

  • FINAH-ProjectCosts-View
May 6

The following fields will be released for UAT

  • Managerial Reporting Account Hierarchy fields will be added to FinAH Views
  • Managerial Reporting Fund Hierarchy fields will be added to FinAH Views
  • Transaction Number will be added to FinAH Views

These fields will be migrated to Production on May 13.

May 6 - May 20

Report developers will repoint their reports

The following
  • CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields

  • CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields

  • Expenditure ID should be repointed at Transaction Number

    Reports built from FINAH
  • -Task-View

    Contract Sponsor LOC Number should be repointed at

    FINAH-ProjectCosts-View
May 20
  • Award Sponsor LOC Number

  • Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count

  • Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
May 20

The following will display blank values in Hana QA for UAT

  • CBO Account Hierarchy fields will display blank values

  • CBO Fund Hierarchy fields will display blank values

  • Expenditure ID will display blank values

    Reports built
  • from FINAH-Award Sponsor LOC Number will display blank values
  • Award Sponsor Is Federal Flag will display blank values

  • Award Sponsor Is Federal Count will display blank values

  • Reports built from FINAH-Task-View will display blank values

The fields will display blank values in Production starting May 27.

May 20 - June 3

End customers will see empty fields in reports that have not yet been repointed by report developers.

Report developers will repoint their reports

  • CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields

  • CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields

  • Expenditure ID should be repointed at Transaction Number

    Reports built from FINAH
  • -Task-View

    Contract Sponsor LOC Number should be repointed at

    FINAH-ProjectCosts-View
June 3
  • Award Sponsor LOC Number

  • Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count

  • Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
June 3

The following will be deleted from Hana QA.

  • CBO Account Hierarchy fields

  • CBO Fund Hierarchy fields

  • Expenditure ID

  • FINAH-Task-View
June
  • Contract Sponsor LOC Number

  • Contract Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count

  • FINAH-Task-View
June 10

The following will be deleted from PROD causing any un-touched reports to break.

  • CBO Account Hierarchy fields

  • CBO Fund Hierarchy fields

  • Expenditure ID

  • Contract Sponsor LOC Number

  • Contract Sponsor Is Federal Flag

  • Contract Sponsor Is Federal Count

  • FINAH-Task-View

Customer Service Reminder:

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ViewEnhancementEpic
FINAH-Award-View
  • Added Award Principal Investigator Email Address
  • Added Award Fund Manager Employee ID
  • Added Award Fund Manager Name Full
  • Added Award Fund Manager ID And Name
  • Added Award Fund Manager Email Address
  • Added Award Burden Schedule Cost Code
  • Added Award Burden Schedule Multiplier
FINAHCORE-926
FINAH-Contract-View
  • Added Award Approval Required By Sponsor Count

  • Added Award Approval Required By Sponsor Flag

  • Added Award Bill Plan Document Number

  • Added Award Burden Schedule

  • Added Award Burden Schedule Cost Code

  • Added Award Burden Schedule Multiplier

  • Added Award CFDA Number

  • Added Award Close DateTime

  • Added Award End DateTime

  • Added Award Expanded Authority Count

  • Added Award Expanded Authority Flag

  • Added Award External Funding Source

  • Added Award External Funding Source Code

  • Added Award External Funding Source Code And Name

  • Added Award External Funding Source Cost Share Required Count

  • Added Award External Funding Source Cost Share Required Flag

  • Added Award Flow Through Is Federal Count

  • Added Award Flow Through Is Federal Flag

  • Added Award Flow Through Sponsor

  • Added Award Flow Through Sponsor Code

  • Added Award Flow Through Sponsor Code And Name

  • Added Award Flow Through Sponsor Is Federal Count

  • Added Award Flow Through Sponsor Is Federal Flag

  • Added Award Flow Through Sponsor LOC Number

  • Added Award Flow Through Sponsor REMS Code

  • Added Award Fund Manager Email Address

  • Added Award Fund Manager Employee ID

  • Added Award Fund Manager ID And Name

  • Added Award Fund Manager Name Full

  • Added Award Funded By Federal Agency Count

  • Added Award Funded By Federal Agency Flag

  • Added Award ID

  • Added Award Institution

  • Added Award Institution Code

  • Added Award Institution Code And Name

  • Added Award Internal Funding Source Count

  • Added Award Internal Funding Source Flag

  • Added Award Legal Entity

  • Added Award Legal Entity Code

  • Added Award Legal Entity Code And Name

  • Added Award Number

  • Added Award Number And Title

  • Added Award Off Campus Count

  • Added Award Off Campus Flag

  • Added Award OP Source

  • Added Award OP Source Code

  • Added Award OP Source Code And Name

  • Added Award Owning Organization

  • Added Award Owning Organization Code

  • Added Award Owning Organization Code And Name

  • Added Award PPM Clinical Trial Type

  • Added Award PreAward DateTime

  • Added Award Principal Investigator Email Address

  • Added Award Principal Investigator Employee ID

  • Added Award Principal Investigator ID And Name

  • Added Award Principal Investigator Name Full

  • Added Award Purpose

  • Added Award Sponsor

  • Added Award Sponsor Award Number

  • Added Award Sponsor Code

  • Added Award Sponsor Code And Name

  • Added Award Sponsor Is Federal Count

  • Added Award Sponsor Is Federal Flag

  • Added Award Sponsor LOC Number

  • Added Award Sponsor REMS Code

  • Added Award Start DateTime

  • Added Award Status

  • Added Award Title

  • Added Award Type

  • Added Award Version Type

  • Added Award Version Type Code

  • Added Contract End DateTime
  • Added Contract Line End DateTime
FINAHCORE-999
FINAH-ContractRevenue-View
  • Added Award Approval Required By Sponsor Count

  • Added Award Approval Required By Sponsor Flag

  • Added Award Bill Plan Document Number

  • Added Award Burden Schedule

  • Added Award Burden Schedule Cost Code

  • Added Award Burden Schedule Multiplier

  • Added Award CFDA Number

  • Added Award Close DateTime

  • Added Award End DateTime

  • Added Award Expanded Authority Count

  • Added Award Expanded Authority Flag

  • Added Award External Funding Source

  • Added Award External Funding Source Code

  • Added Award External Funding Source Code And Name

  • Added Award External Funding Source Cost Share Required Count

  • Added Award External Funding Source Cost Share Required Flag

  • Added Award Flow Through Is Federal Count

  • Added Award Flow Through Is Federal Flag

  • Added Award Flow Through Sponsor

  • Added Award Flow Through Sponsor Code

  • Added Award Flow Through Sponsor Code And Name

  • Added Award Flow Through Sponsor Is Federal Count

  • Added Award Flow Through Sponsor Is Federal Flag

  • Added Award Flow Through Sponsor LOC Number

  • Added Award Flow Through Sponsor REMS Code

  • Added Award Fund Manager Email Address

  • Added Award Fund Manager Employee ID

  • Added Award Fund Manager ID And Name

  • Added Award Fund Manager Name Full

  • Added Award Funded By Federal Agency Count

  • Added Award Funded By Federal Agency Flag

  • Added Award ID

  • Added Award Institution

  • Added Award Institution Code

  • Added Award Institution Code And Name

  • Added Award Internal Funding Source Count

  • Added Award Internal Funding Source Flag

  • Added Award Legal Entity

  • Added Award Legal Entity Code

  • Added Award Legal Entity Code And Name

  • Added Award Number

  • Added Award Number And Title

  • Added Award Off Campus Count

  • Added Award Off Campus Flag

  • Added Award OP Source

  • Added Award OP Source Code

  • Added Award OP Source Code And Name

  • Added Award Owning Organization

  • Added Award Owning Organization Code

  • Added Award Owning Organization Code And Name

  • Added Award PPM Clinical Trial Type

  • Added Award PreAward DateTime

  • Added Award Principal Investigator Email Address

  • Added Award Principal Investigator Employee ID

  • Added Award Principal Investigator ID And Name

  • Added Award Principal Investigator Name Full

  • Added Award Purpose

  • Added Award Sponsor

  • Added Award Sponsor Award Number

  • Added Award Sponsor Code

  • Added Award Sponsor Code And Name

  • Added Award Sponsor Is Federal Count

  • Added Award Sponsor Is Federal Flag

  • Added Award Sponsor LOC Number

  • Added Award Sponsor REMS Code

  • Added Award Start DateTime

  • Added Award Status

  • Added Award Title

  • Added Award Type

  • Added Award Version Type

  • Added Award Version Type Code

  • Added Contract End DateTime
  • Added Contract Line End DateTime
  • Added Project

  • Added Project Budgetary Control Count

  • Added Project Budgetary Control Flag

  • Added Project Burden Schedule

  • Added Project Business Unit

  • Added Project Business Unit Code

  • Added Project Business Unit Code And Name

  • Added Project Capitalization Enabled Count

  • Added Project Capitalization Enabled Flag

  • Added Project Class Category

  • Added Project Class Code

  • Added Project Closed Date

  • Added Project Closed DateTime

  • Added Project Code

  • Added Project Code And Name

  • Added Project Created Date

  • Added Project Description

  • Added Project End Date

  • Added Project End DateTime

  • Added Project ID

  • Added Project Is Sponsored Count

  • Added Project Is Sponsored Flag

  • Added Project Manager Email Address

  • Added Project Manager Employee ID

  • Added Project Manager ID And Name

  • Added Project Manager Name Full

  • Added Project Organization

  • Added Project Organization Code

  • Added Project Organization Code And Name

  • Added Project Start Date

  • Added Project Start DateTime

  • Added Project Status

  • Added Project Type

  • Added Task

  • Added Task Billable Count

  • Added Task Billable Flag

  • Added Task Capitalizable Count

  • Added Task Capitalizable Flag

  • Added Task Chargeable Count

  • Added Task Chargeable Flag

  • Added Task Code

  • Added Task Code And Name

  • Added Task End DateTime

  • Added Task Fund Manager Name Full

  • Added Task ID

  • Added Task Manager Email

  • Added Task Manager Employee ID

  • Added Task Manager ID And Name

  • Added Task Manager Name Full

  • Added Task Organization

  • Added Task Organization Code

  • Added Task Organization Code And Name

  • Added Task Override Burden Schedule

  • Added Task Planning End DateTime

  • Added Task Planning Start DateTime

  • Added Task Source Application

  • Added Task Source Reference

  • Added Task Start DateTime

FINAHCORE-941
FINAH-Project-View
  • Added Award Principal Investigator Email Address
  • Added Award Fund Manager Employee ID
  • Added Award Fund Manager Name Full
  • Added Award Fund Manager ID And Name
  • Added Award Fund Manager Email Address
  • Added Award Burden Schedule Cost Code
  • Added Award Burden Schedule Multiplier
  • Added Project Manager Email Address
FINAHCORE-928
FINAH-ProjectCosts-ViewFINAH-UCSDGeneralLedger
  • Added Award Burden Schedule Cost Code

  • Added Award Burden Schedule Multiplier

  • Added Award Fund Manager Email Address

  • Added Award Fund Manager Employee ID

  • Added Award Fund Manager ID And Name

  • Added Award Fund Manager Name Full

  • Added Award Principal Investigator Email Address

  • Added Award Principal Investigator Employee ID

  • Added Award Principal Investigator ID And Name

  • Added Award Principal Investigator Name Full

  • Added CBO Fund Hierarchy Function L1

  • Added CBO Fund Hierarchy Function L1 Code

  • Added CBO Fund Hierarchy Function L1 Code and Name

  • Added CBO Fund Hierarchy L2L1

  • Added CBO Fund Hierarchy L2 L1 Code

  • Added CBO Fund Hierarchy L2 L1 Code and Name

  • Added CBO Fund Hierarchy L3L2

  • Added CBO Fund Hierarchy L3 L2 Code

  • Added CBO Fund Hierarchy L3 L2 Code and Name

  • Added CBO Fund Hierarchy L4L3

  • Added CBO Fund Hierarchy L4 L3 Code

  • Added CBO Fund Hierarchy L4 L3 Code and Name

  • Added CBO Fund Hierarchy L5L4

  • Added CBO Fund Hierarchy L5 L4 Code

  • Added CBO Fund Hierarchy L5 L4 Code and Name

  • Added CBO Fund Hierarchy L6Location

  • Added CBO Fund Hierarchy L6 CodeAdded CBO Fund Hierarchy L6 Location Code and Name

  • Added Function L1

  • Added Function L1 Code

  • Added Function L1 Code and Name

  • Added Fund L1

  • Added Fund Location Effective End Date

  • Added Location Effective Start Date

  • Added Location Is Current Count

  • Added Location Is Current Flag

  • Added Location L1

  • Added Location L1 Code

  • Added Fund Location L1 Code and Name

  • Added Fund L2Project Manager Email Address

  • Added Fund L2 Code

  • Added Fund L2 Code and Name

  • Added Fund L3

  • Added Fund L3 Code

  • Added Fund L3 Code and Name

  • Added Fund L4

  • Added Fund L4 Code

  • Added Fund L4 Code and Name

  • Added Location

  • Added Location Code and Name

  • Added Location Effective End Date

  • Added Location Effective Start Date

  • Added Location Is Current Count

  • Added Location Is Current Flag

  • Added Location L1

  • Added Location L1 Code

  • Added Location L1 Code and Name

  • Added Project Manager Email Address

  • Added Task Fund Manager Name Full

  • Added Transaction Number

  • Removed Function Level*Task Fund Manager Name Full

  • Added Transaction Number

  • Removed Function Level*

  • Removed Function Parent Code*

  • Removed Function Tree Node ID*
  • Removed Function Summary Flag*
  • Removed Function Top Node Flag*
  • Removed Function Top Node Count*

  • Removed Function Leaf Node Flag*

  • Removed Function Leaf Node Count*

  • Removed Function Allow Posting Flag*

  • Removed Function Allow Budgeting Flag*

  • Removed Function Third Party Control Account Flag*

  • Removed Function Financial Category*

  • Removed Fund Level*

  • Removed Fund Parent ID*

  • Removed Fund Tree Node ID*

  • Removed Fund Top Node Flag*

  • Removed Fund Top Node Count*

  • Removed Fund Leaf Node Flag*

  • Removed Fund Leaf Node Count*

FINAHCORE-930
FINAH-ProjectPersonnelRole-View
  • Added Project Organization

  • Added Project Organization Code

  • Added Project Organization Code And Name

  • Added Project Organization ID

  • Added Award Owning Organization

  • Added Award Owning Organization Code

  • Added Award Owning Organization Code And Name

  • Added Award Owning Organization ID

FINAHCORE-972
  • Count*

  • Removed Fund Leaf Node Flag*

  • Removed Fund Leaf Node Count*

FINAHCORE-930
FINAH-ProjectPersonnelRole-View
  • Added Project Organization

  • Added Project Organization Code

  • Added Project Organization Code And Name

  • Added Project Organization ID

  • Added Award Owning Organization

  • Added Award Owning Organization Code

  • Added Award Owning Organization Code And Name

  • Added Award Owning Organization ID

FINAHCORE-972
FINAH-UCSDGeneralLedger-View
  • Added Accounting Period (display example Jul-20)
  • Added Accounting Period Long (display example July 2020)
  • Added Project Manager Employee ID
  • Added Project Manager ID And Name
  • Added Project Manager Name Full
  • Added Project Type
  • Added Project Class Category
  • Added Project Class Code
FINAHCORE-974
FINAH-UCSDGeneralLedgerBalances-View
  • Added Accounting Period (display example Jul-20)
  • Added Accounting Period Long (display example July 2020)
  • Added Project Manager Employee ID
  • Added Project Manager ID And Name
  • Added Project Manager Name Full
  • Added Project Type
  • Added Project Class Category
  • Added Project Class Code
FINAHCORE-974

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