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ZotPortal Channel - KFS Decision Support (under 'Faculty & Staff' tab, 'KFS' tab)
Cognos - KFS Decision Support
Cognos Report Deployment Master - KFS Decision Support
KFS DW Report Development JIRA Dashboard - KFS Decision Support
JIRAs Waiting for ETL or Package builds - KFS Decision Support
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& Data Warehouse Team
Valerie Jones - Project Lead, Operational Support (50%20%)
Tammy PhanMatatall- ETL DeveloperProject Liason, Operational Support, Technical Specifications, DWQuery (50%)Anh Le - ETL Developer, Operational Support (100%)
Pramod Kunju - Data Modeler, ETL Developer, Technical Specifications (100%25%)
Eufemia Palomino - Lead Report Report Developer (KBM), Technical Specifications (100%)
Scott Kidder Ramesh - Report Developer for KFSMatthew Levin (KFS), Technical Specifications (100%)
Allison Bennett - ETL Developer (25%)
Rudy Serna (student) - Report Developer
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Report & DWQuery Developer
/wiki/spaces/UCIKFS/pages/23298164
/wiki/spaces/UCIKFS/pages/23315701
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Data Warehouse - KFS Data Conversion Considerations for Legacy Data Warehouse Queries
OC Zip Code List for OC Vendor Economic Impact Report
Highest Priority Reports Due by Fiscal Year End
| Report Name | JIRA | Specs Completed? | Cognos Framework Required? | ETL Required? | Due Date | Status | Comments |
|---|---|---|---|---|---|---|---|
| Schedule C | KFSDW-570 | No | unknown | unknown | 3/2/2015 | Spec In Progress | |
| GL070 | KFSDW-466 | Yes | No | No | 4/30/2015 | Ready for Test | |
Reclassify Principle and Interest Payments on Installment Purchases | KFSDW-509 | No | unknown | unknown | TBD | Spec Needed | |
| GEC Transfer | KFSDW-526 | Yes | Yes | Yes | 3/16/2015 | In Progress | |
| Small Business Subcontracting Plans Report | KFSDW-539 | Yes | Yes | No | 3/30/2015 | In Progress | |
| Open Fund Control Accounts with Cost Sharing | KFSDW-593 | Yes | Yes | No | 2/27/2015 | Ready for Test | |
| Small Business Utilization Report | KFSDW-543 | Yes | Yes | No | 9/30/2015 | Not Started | Should we take this one off the list since its not due by FYEC? |
| Bank Reconciliation and Intercampus | KFSDW-392 | No | Yes | Yes | TBD | In Progress | |
| Payment on Pcard by Vendor with Account Numbers | KFSDW-541 | Yes | Yes | Yes | 6/1/2015 | Not Started | Melissa will ask Purchasing if Spend Radar can satisfy this requirement |
| Payment on POs with Account Numbers | KFSDW-542 | Yes | Yes | Yes | 6/1/2015 | Not Started | Melissa will ask Purchasing if Spend Radar can satisfy this requirement |
| Award Lookup Report | KFSDW-508 | Yes | Yes | No | TBD | Ready for Test | |
| Account Transaction Detail Report Enhancements | KFSDW-540, KFSDW-610 | Yes | No | No | 4/30/2015 | In Progress | Need to modify document links per doc type. |
| Loan Fund Balances Report Enhancements | KFSDW-251 | No | No | No | TBD | Spec Needed | |
| Payquest Travel/Non Travel | KFSDW-552 | No | Yes | Yes | 4/1/2015 | Spec Needed | |
| Lease Expenses | KFSDW-569 | No | unknown | unknown | 5/1/2015 | Spec Needed | |
| Fund Balance and Transaction Code Summary Report | KFSDW-596 | No | No | No | TBD | Spec Needed | |
| Organization Account Status Code Report | KFSDW-595 | Yes | No | No | TBD | Ready for Test | Re-working a report that Katherine Gallardo has already developed |
| Statement of Revenues Expenses and Changes in Net Position (SRECNP) | KFSDW-613 | No | Yes | Yes | TBD | Not Started | Need to add UCOP object code to object dimension first. |
Completed Reports
| Excel | ||
|---|---|---|
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Future Reports
| Excel | ||
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Security Requirements
Projects
| Project Name | Project Description | Estimated Completion |
|---|---|---|
| Workflow | Add a new data mart to include workflow data from KFS. Reports will also be developed to utilize the new features included in the data warehouse. | Spring 2019 |
Security Requirements
/wiki/spaces/UCIKFS/pages/23298280
KSams Roles
- KFS Decision Report Viewer - allows users to view all reports in the 'General Ledger', 'Chart of Accounts', 'Capital Asset', and 'Purchasing/Accounts Payable' folders.
- Existing KFS Roles
- Explicit access to the KFS Decision Support Report Viewer Role
- KFS Decision Support Advanced (AdHoc) - allows users to the KFS Cognos Departmental Packages in Query Studio
- Explicit access to KFS Decision Support Advanced Role
- KFS Decision Support Central Office
- Existing KFS Roles
- Explicit access to the KFS Decision Support Report Viewer Role
- KBM Decision Support Central Office
- Existing KBM Roles (KFS-FP - University Budget Manager)
- Explicit access to KBM Decision Support Central Office Role
- KBM Decision Support Report Viewer - allows users to view all reports for all reports in the 'Budget' folder, restricted by organization code.
- Existing KBM Roles
- Explicit access to the KBM Decision Support Report Viewer Role, which will also be org based row-level security
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Reports will be secured by KSAMS role or Cognos group.
Securing Data
/wiki/spaces/UCIKFS/pages/23315993
All TEM, PO, DV and payment information will be restricted.
KFS Decision Support Focus Group