Upcoming Changes to Looker Finance – Effective July 22
Please share with your teams as appropriate.
I am writing to inform you of upcoming changes to Looker-Finance effective July 22, with additional updates planned for a future release. These enhancements are designed to improve clarity and support more detailed financial reporting.
Scheduled for July 22 – Key Changes
Renamed Fields & Groupings
- Ledger (under Dimensions – Dates) → Specialty
- Accounting Date (under Specialty) → GL Accounting Date
- Ledger Details → Details – GL
New Fields & Groupings
- Specialty (under Dimensions – Dates): New Field: Oracle Budget Adjustment Date
- Details – GL: New Fields: Accounting Class, Event Type Name
- Details – Oracle Budget (new grouping): New Fields: Budget Type, Data Source, Scenario
Metrics Redesign
A new unified Metrics grouping will consolidate the current four categories. Retained fields:
- GL Actual Amount (formerly GL Line Actual Amount)
- GL Control Budget Amount (formerly GL Budget Amount)
- GL Encumbrance Amount (formerly GL Line Encumbrance Amount)
- Oracle Budget Amount (new)
Coming Soon – In Development (ETA 6+ weeks):
New Details - Project Budget Grouping
Includes: Award Name, Award Status, Funding Source, Primary Sponsor, Principal Investigator, Project Status
New Specialty Dates
Award Start/End Date, Project Start/End Date
New Metrics Field
Project Budget Amount – Inception to Date
Screenshot 1: Specialty Group - including GL Accounting Date, Oracle Budget Adjustment Date, Date Fields
A follow-up email will be provided once the second phase is ready for release. Thank you for your partnership as we continue enhancing our financial reports and tools.
Sincerely,
Asirra Suguitan
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/