Search the FINAH Quick Start Guide pages:

Getting Started

Have a field name but not sure what view to look in? Search the Activity Hub Field List.

Data is loaded each night. To see when the data completed being loaded by UCSD into SAH see this report: Tableau > Public > AH Data Load Status Report. (You must be registered with DUO to connect)

FINAH Basics

Data in Oracle is separated into various modules. FINAH focuses on General Ledger and PPM. PPM data in Oracle is further broken down to Revenue and Costs (aka Expenditures).

Recommended Knowledge

Read the Overview of Project Portfolio Management (PPM) with Attached PPM User Guide

Learn more about GL-PPM Reconciliation

Relationships

Types of Funds

Fund Type

Definition

Derived Fund

The fund that is associated with the project-task based on award setup for sponsored projects or project setup for non-sponsored projects.

For Sponsored Projects:

"Expenditure Funding Source Code" is internal / 5-digits, then use the "Expenditure Funding Source Code".
If "Expenditure Funding Source Code" is not internal / 5-digits then used the match on the Award Type to find the Fund Code.
If "Expenditure Funding Source Code" is not internal / 5-digits and "Award Type" = Special State Appropriations, then match on the "Award Sponsor REMS Code" to find the Fund Code.

Derived UC Path Fund

The Fund that should be used in UC Path chart strings based on the project/task/award accounting rules. Note, the Derived UC Path Fund and Derived Fund and Fund can differ.

See /wiki/spaces/IPAAS/pages/19596801

Fund

Fund listed on the General Ledger Accounting lines.

Find the View You Need

In general, use the summary view and move to the detail view if needed. Most popular views are highlighted in green.

View Name aka Cognos Package / Tableau Data Source View	Use this view when you are looking for...	Includes measures?	Timestamp that indicates when the data was loaded
FINAH-Account-View	All Accounts, even thoughts with no transactions, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-Activity-View	All Activities, even thoughts with no transactions, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-Award-View	All Awards with Award and Award Budget Period level measures.	Yes measures
FINAH-ChartStringCombination-View	All Chart Strings that exist in Oracle, even thoughts with no transactions. This is only those with transactions and those created by the Oracle API.	Yes measures
FINAH-Contract-View	All Contracts with Contract level measures.	Yes measures
FINAH-ContractRevenue-View	All Contracts with revenue. Includes Project information.	Yes measures
FINAH-Entity-View	All Entities, even thoughts with no transactions, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-FinancialUnit-View	All Financial Units. Helpful for speeding up Cognos prompts.	Yes measures
FINAH-FoundationAccount-View	All Foundation Accounts, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-FoundationInvestmentPool-View	All Foundation Investment Pools, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-Function-View	All Functions, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-Fund-View	All Funds, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-Interentity-View	All Interentities, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-Location-View	All Locations, no measures. Helpful for speeding up Cognos prompts.	No measures
FINAH-PPM-TransactionDetail-View	This view brings together Project Cost Detail, Revenue Detail and Commitment data. This is an extremely detailed view and can be slower that other views.	Yes, measures	Transaction Last Updated DateTime
FINAH-Project-View	All Projects. Helpful for speeding up Cognos prompts.
FINAH-ProjectCosts-View	All costs and expenditures from multiple levels of the Project. Includes Sponsored Contracts (aka Awards). Lowest level transaction. Cannot include tasks or non-sponsored contracts because Projects can have multiple Tasks or multiple non-sponsored Contracts. Can answer: Where are my ______ charges? What can you tell me about the Project? Which project classifications have contract revenue? What is the Task Source Reference?	Yes measures	Expenditure Last Updated DateTime
FINAH-ProjectPersonnelRole-View	All personnel by role.
FINAH-TE-ExpenseTransactionDetail-View	Details about Travel & Expense transactions	Yes measures
FINAH-UCSDGeneralLedger-View	General Ledger summary data. Can answer: Did my _______ money come in? Do the aggregated totals match? Did expenditures get posted directly to the General Ledger? What have we spent this fiscal year? Did items post where they were expected to?	Yes measures	Transaction System Date Time
FINAH-UCSDGeneralLedgerBalances-View	General Ledger summary data and Budget information.	Yes measures	Transaction System Date Time
FINAH-UCSDGeneralLedgerInterface-View	All Transactions posted below UCSD General Ledger at the interface level. Due to the many transactions, reports using this view will take longer to run. When possible, use FINAH-UCSDGeneralLedger-View or FINAH-UCSDGeneralLedgerBalances-View for best performance.	Yes measures	Transaction System Date Time and SLA Event Last Updated Date Time

Related Views

Dats Sources

Description

To match get "Award Budget Period Funding Amount" to match what I see in Oracle.

New enhancement: "Award Budget Period Funding Amount" is now includes both the supplemental and base amount. Therefore "Award Budget Period Funding Amount" from FinAH and "Award Funding Amount" from ORACLE should now match.

Analytics Community of Practice (ACP)