202411 FINAH Release Notes

Hello FINAH Developers - The below enhancements are included in the this month's FINAH Release.

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

Learn more about the Financial Activity Hub in the FINAH Quick Start Guides.

Table of Contents


Schedule for November

  • 7 Thursday, end of day: release enhancements to User Acceptance Testing

  • 14 Thursday, end of day: release enhancement to Production

  • 15 Friday, end of day: delete QA models


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Rehan Ahmed
  • Heather Sears


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.

Views with Derived UCPath Fund

Epic:  FINAHE-1853 - Getting issue details... STATUS

SNOW tickets addressed:  CS2259470

Logic Change:  /wiki/spaces/IPAAS/pages/19596801
new Sponsored Project requirements that were updated/added recently to the source system
- Curebound sponsor UCPath Fund = 20701
- USAID Contract UCPath Fund = 20005
- Disable K Award UCPath Cap = 20004

Views impacted:

  • FINAH-ProjectCosts-View
  • FINAH-PPM-TransactionDetail-View



Concatenation of Existing Fields

SNOW tickets addressed:  CS2234110

The below new fields concatenate two existing fields with a - between them.

New FieldsViews ImpactedEpic
  • Person Name Full And Identity AD Username
  • Project Code And Name And Nickname

FINAH-ProjectPersonnelRole-View

FINAHE-1840 - Getting issue details... STATUS
  • Project-Task Code And Task

FINAH-ContractInvoiceDetail-View

FINAH-ContractRevenue-View

FINAH-Contract-View

FINAH-PPM-Balances-View

FINAH-PPM-TransactionDetail-View

FINAH-ProjectCostAdjustment-View

FINAH-ProjectCost-View

FINAH-ProjectPersonnelRole-View

FINAH-TE-ExpenseTransactionDetail-View

FINAH-TE-RequestDetail-View

FINAHE-1847 - Getting issue details... STATUS

Concatenation of Name Formatted Last, First

SNOW tickets addressed:  CS2234110

The below new fields concatenate two existing fields with a - between them.

New FieldsViews ImpactedEpic
  • Most Recent Project Fund Manager Name Last First
  • Most Recent Project Fund Manager Reports To Name Last First
  • Most Recent Project Manager Name Last First
  • Most Recent Project Manager Reports To Name Last First
  • Project Code And Name And Nickname
  • Project Fiscal Manager Name Last First
  • Project Fiscal Manager Reports To Name Last First
  • Project Fund Manager Name Last First
  • Project Fund Manager Reports To Name Last First
  • Project Manager Name Last First
  • Project Manager Reports To Name Last First
  • Project MSO DBO CAO Name Last First
  • Project MSO DBO CAO Reports To Name Last First
  • Project Principal Investigator Name Last First
  • Project Principal Investigator Reports To Name Last First

FINAH-ChartStringCombination-View

FINAH-ContractInvoiceDetail-View

FINAH-ContractRevenue-View

FINAH-PPM-TransactionDetail-View

FINAH-ProjectCostAdjustment-View

FINAH-ProjectCost-View

FINAH-Project-View

FINAH-TE-ExpenseTransactionDetail-View

FINAH-TE-RequestDetail-View

FINAH-UCSDGeneralLedgerBalances-View

FINAH-UCSDGeneralLedgerInterface-View

FINAH-UCSDGeneralLedger-View

FINAH-ResourceCommitment-View

FINAHE-1845 - Getting issue details... STATUS
  • Award Fiscal Manager Name Last First
  • Award Fiscal Manager Reports To Name Last First
  • Award Fund Manager Name Last First
  • Award Fund Manager Reports To Name Last First
  • Award Most Recent Principal Investigator Name Last First
  • Award Most Recent Principal Investigator Reports To Name Last First
  • Award MSO DBO CAO Name Last First
  • Award MSO DBO CAO Reports To Name Last First
  • Award Principal Investigator Name Last First
  • Award Principal Investigator Reports To Name Last First
  • Award Project Manager Name Last First
  • Award Project Manager Reports To Name Last First
  • Award SPF Accountant Name Last First
  • Award SPF Accountant Reports To Name Last First
  • Award SPF Supervisor Name Last First
  • Award SPF Supervisor Reports To Name Last First

FINAH-Award-View

FINAH-ChartStringCombination-View

FINAH-ContractInvoiceDetail-View

FINAH-ContractRevenue-View

FINAH-Contract-View

FINAH-PPM-Balances-View

FINAH-PPM-TransactionDetail-View

FINAH-ProjectCostAdjustment-View

FINAH-ProjectCost-View

FINAH-Project-View

FINAH-TE-ExpenseTransactionDetail-View

FINAH-TE-RequestDetail-View

FINAH-UCSDGeneralLedgerBalances-View

FINAH-UCSDGeneralLedgerInterface-View

FINAH-UCSDGeneralLedger-View

FINAHE-1849 - Getting issue details... STATUS
  • Task Fund Manager Name Last First
  • Task Fund Manager Reports To Name Last First
  • Task Manager Name Last First
  • Task Manager Reports To Name Last First

FINAH-ContractInvoiceDetail-View

FINAH-ContractRevenue-View

FINAH-PPM-Balances-View

FINAH-PPM-TransactionDetail-View

FINAH-ProjectCostAdjustment-View

FINAH-ProjectCost-View

FINAH-TE-ExpenseTransactionDetail-View

FINAH-TE-RequestDetail-View

FINAHE-1851 - Getting issue details... STATUS


UAT - Customer Service Reminder

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 User Acceptance Testing (UAT) Steps

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 > Student Activity Hub > Student 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 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 Production data.
  • Hana QA:  SAH data in Hana QA is production 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? 

Reminder: QA data sources will be deleted the Friday after the enhancements are migrated to Production.