Status and Updates
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Issues and Enhancements
Information about system issues and report enhancements, including future enhancements, can be found below. (Expand / Collapse All)
Revenue and Fund Management (RFM) Reporting
Procure to Pay (P2P) Reporting
- Outstanding Issues
- Enhancements
Consolidated Expenditure Reporting (CER)
CER Outstanding Issues Description Resolution Status A problem with Oracle is causing a small number of Expense Requests transactions to display in CER without the Department Ref/Account Ref/Transaction description, and with an erroneous transaction source value of APINV instead of EXREP. All other values are correct including the totals. As we work to correct this issue, please notify us of any errors you identify by submitting a Help SU ticket (Request Category: Administrative Applications / Request Type: BICC Financial Reporting). Pending Resolved A technical issue has caused a problem with using saved customizations in OBI Financial Reports. When using saved customizations, users may find the prompts to be blank. The problem has been recognized, and efforts are underway to fix it as soon as possible. Pending Expenditure Details Data Download does not include rolled up salary for users who only have non-salary authority Pending Resolved
CER Enhancements Description Release Date In iJournals tab add Selection Criteria of Journal Preparer Full Name, Journal Class Name, Journal Type Description, Journal Source Description, Journal Status Description June 2016 In iJournals tab allow using iJournal Number as stand-alone selection criteria June 2016 Add Award High Level Type Long Name and Award Type Code as include columns to all dashboard reports June 2016 In all tabs allow using Owner / Manager as stand-alone selection criteria June 2016 Sort GL period prompts so that current GL Period is at top June 2016 In Expenditure Details, Trend and Variance tabs add Exp Item Department Reference, Exp Item Account Reference and Exp Transaction Source Long Name as selection criteria and includes June 2016 Add Consolidated Budget Hierarchy (Hyperion) rollups as Subtotal By and Include option in all tabs. All start with "Cosolidated Budget CoA Category..." June 2016 Add the old 30 character transaction description as an include and title it "Abbreviated Expenditure Transaction Description" June 2016 Add "Help" link which directs to Fingate OBI page and locate it in the upper left "Help" section June 2016 Allow Intermediate Ad Hoc users to create new folders within Shared Folders/Finance/Shared/ June 2016 The Award SPO Number field in the Expenditure Balance tab (which formerly was found in the "Next" section) now can be found on the main page, below "PTA Number." Now, in order to query an SPO Number, you no longer have to enter AA00 in the "Organization" field. Instead, you can enter just the Award SPO Number field and a GL-Period selection. April 2016 In Variance tab add bar chart "View By" Pending Add Exp High Level Group as selection criteria to all tabs. Currently it can be used in one tab and affect the results in another tab where it is not visible Pending Expenditure Details Data Download needs to include rolled up salary for users who have non-salary authority. (currently nothing is returned in that case) Pending In Commitment Details tab add section at top of display grand totals by commitment type Pending Add Award Start Date and Award End date as include columns for all dashboard reports Pending Have Expenditure type long name selection criteria only show expenses (e.g. start with the number 5XXXX) Pending Change Expenditure Transaction Description field for POs from vendor name to PO description. For Pcard show full length Expenditure Transaction Description instead of just 30 characters Pending In Expenditure Trend tab make Total Amount drillable Pending Pre-populate the GL Period prompt with the latest closed month if Fiscal Year To Date is selected Pending In Trend tab add line chart View By Pending In Variance tab add vertical bar chart View By Pending Suppress previous month detail on Expenditure Balance tab Pending Expense Requests and Credit Card Activity (ER)
ER Enhancements Description Release Date In ad hoc reporting, there is a new field in the Dim – GL Period folder called "GL Period Code" that will enhance report accuracy. This field has a year/month format (YYYY-MM) that enables searching on ranges of GL Periods which the more traditional field, GL Period Name, could not accomplish. The "GL Effective Date" field has been removed. As a result, reports that included "GL Effective Date" now will return errors, and should be updated to use "GL Period Code" instead. April 2016 On the "SU Credit Card Transactions" tab of the Expense Requests and SU Card Activity Dashboard, the "Expenditure Item Date" data fields have been renamed "First Expense Incurred Date" and "Last Expense Incurred Date." (Users continue to insert the same type of information in these fields that they always have.)
June 2015 On the "Aging – Advances and SU Credit Cards" tab, when users run reports with "Expenditure Item Date" parameters, a printed reminder has been added to use today's date in the "Last Expenditure Item Date" field. Using today's date ensures that all outstanding credit card transactions are captured.
June 2015 A new dimension data element folder, GL Period, is now available in Expense Request and SU Credit Cards ad hoc subject areas. You will find GL Period in the Time Period dimension folder, and the data elements available in this new folder are:
- GL Effective Date
- GL Period Number
- GL Period Month Code
- GL Period Month Number
- GL Period Name
- GL Period Calendar Quarter Number
- GL Period Calendar Year
- GL Period Fiscal Quarter Number
- GL Period Fiscal Year
- Fiscal Year Start Date
- GL Period Last Closed Indicator
See illustration for more information.
May 2015 Payroll and Labor Management (PLM)
PLM Issues Description Resolution Status The Labor Distribution Adjustment Report no longer allows dates to be manually filled in; the calendar icon must be used to select dates. None
PLM Enhancements Description Release Date In ad hoc reporting, there is a new field in the Dim – GL Period folder called "GL Period Code" that will enhance report accuracy. This field has a year/month format (YYYY-MM) that enables searching on ranges of GL Periods which the more traditional field, GL Period Name, could not accomplish. The "GL Effective Date" field has been removed. As a result, reports that included "GL Effective Date" now will return errors, and should be updated to use "GL Period Code" instead. April 2016 Two new columns have been added to the Actual Pay report on the "Actual Pay" tab of the dashboard. The new columns are Job Annual Rate and Job Hourly Rate. See illustration for more information.
April 2015 A new view selector, "Show Data As", has been added to the Labor Schedule Detail report on the Labor Schedule tab.
Now, in the "Show Data As" field, the user has the option of choosing either "Labor Schedule Details by Payperiod" or "Schedule Details by Labor Schedule Line." Choosing the first option reveals the "Labor Schedule Pay Period End Date" column in the report.
See illustration for more information.
April 2015 An "OK" button has been created for all PLM dashboard reports with "Alternative View Options." Now, you can select or change multiple column selectors, instead of just one. When you've made your column selections, just click the new "OK" button and your report will run.
March 2015 Look for more flexibility in your search with new prompts to the Selection Criteria of the following four tabs in Payroll and Labor Management dashboard reports: Summary, Actual Pay, Labor Schedule, and Scheduled v Actual. The new prompts are Project Owner, Project Manager, Task Owner, Task Manager, Award Owner, and Award Manager. Read more.
October 2014 For ad hoc reporting, more data elements have been added to the "Job Assignment" folder in the Payroll and Labor Management business function. The new data elements are: Job Family Code, Job Family Description, STF HR Group Code and STF HR Group Description.
September 2014 For ad hoc reporting: Under the "Payroll and Labor Management" and "Inquiry-Financial Reference Data" business functions, these new data elements have been added to dimension folders:
- "Award Consolidated Budget Category Name" (for example, Agency, Clearing, Designated, Endowment Income, etc.) to the "Dim-Award" dimension folder, in the subject areas where this folder exists.
- "Expenditure Category Code" (for example, "51302") and "Expenditure Category Description" (for example, "SLRY WGS ACADEMIC STAFF") to the "Dim–Expenditure Type" dimension folder, in the subject areas where this folder exists.
August 2014 Another refinement has been added to the Labor Schedule Details report:. You now will find a "Scheduled Pay" (distributed amount per each pay period) column alongside the labor schedule allocation.
July 2014 Here's an additional refinement to the recent enhancement for Salary and Hours information on the Labor Schedule Details report (found on the Labor Schedule tab): Now, when users click on the drop-down menu from the "FTE Format" for the column selector, they will have the option of selecting "Historical Job Standard Hours/Week" or "Historical Job FTE." (Previously, users had to right-click while hovering their cursor over the column heading itself in order to see the FTE option.) See additional information.
July 2014 As a temporary mitigation to the current performance problems in PLM, and in light of increased system usage during year-end, "whole-person view" capability has been temporarily suspended from OBI Payroll and Labor Management. Users who run ad hoc analyses and need to view actual pay details by employee outside of their Organization or PTA now will have access only to earnings that occurred within a PTA or Organization to which they have been granted authority in Authority Manager. (If you require whole-person view for year-end or budgeting activities, please open a HelpSU ticket via the PLM dashboard for immediate routing. We will ensure that you get the data you need in a timely manner.)
June 2014 Columns for salary and hours/FTEs have been added to the Labor Schedule Details report (found on the Labor Schedule tab). These new columns provide information on FTEs, annual salary, and standard hours per week corresponding to any defined pay period. See additional information.
May 2014
In the "Summary of Leave Balance" report on the Leave tab:
- Conditional formatting has been applied to the column "Vacation Ending Balance." The column for employees whose next vacation accrual will not be fully realized when approaching the vacation accrual cap will be highlighted in bold red font.
- The leave type columns have been rearranged in the following order: Vacation, Floating, PTO, and Sick.
May 2014 The Employee Number (Empl ID) field has been replaced with "Assignment Number" in the "Scheduled Labor Expenditures and Actual" report on the "Scheduled v Actual" tab. Users should find the report more helpful in identifying specific Labor Distribution activity based on the Job Assignment number.
May 2014 "Employee Name" has been added to the "Payroll Transaction Details" report on the "Actual Pay Details by Employee" page. Users now can see the employee name on the printed or downloaded version of the report. May 2014 Enrichment of PTA attributes to provide in a single platform data currently available in numerous ReportMart3 reports. Also, users with proper authority now can run financial reference data inquiries in the ad hoc reporting environment.
April 2014 Users with the proper authority now can maintain employees' timecards and manage their leave balances using the OBI Payroll and Labor Management reporting platform. April 2014 The Labor Schedule Details section on the "Labor Schedule" tab, has been enhanced to show a Scheduled Percent total per Employee, Job Assignment, and Pay Period.
March 2014 The "Hourly/Salaried" employee data column has been added to the "Scheduled Labor Expenditures and Actual" report on the "Scheduled v Actual" tab. March 2014 The Labor Distribution Adjustment Batches-All Statuses report provides the same information as the ReportMart3 FIN_LABOR_247_Distrib_Adj_Detail report. The report is accessible for those with salary authority from both the "Actual Pay" tab and the "Get Actual Pay Details by Employee" page. The report provides summary and detailed information of Labor Distribution adjustments, based on the report selection criteria entered.
March 2014 A new PTA Number prompt has been added to the "Selection Criteria" section for all four dashboard tabs (Summary, Actual Pay, Labor Schedule, and Scheduled v Actual). This new prompt allows users to select from a drop-down menu, or to enter multiple values.
February 2014 Users now can select more than one employee on the "Employee ID" and "Employee Name" prompts on two drilldown pages: "Get Labor Schedule Details by Employee" (on the "Labor Schedule" tab), and "Get Scheduled v Actual Details By Employee" (on the "Schedule v Actual" tab). In addition, two new columns have been added to those drilldown pages: "Employee Full Name" and "Job Assignment Number."
February 2014 A new column allows you to drill down to the Labor Schedule detail report for more information. The new column, named "View Labor Schedule," is in the "Scheduled Labor Expenditures and Actual" and "Suspense and Clearing Details" analyses on the "Scheduled v Actual" tab. Drilling to the report provides labor schedule information for the corresponding employee and pay period end date.
February 2014
Outstanding Issues