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

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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/