[Msoadm] Upcoming Changes to Looker Finance – Effective July 22

[Asirra Suguitan]

Dear Colleagues,

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
*Screenshot 2*: Details - GL group - Accounting Class & Event Type Name
*Screenshot 3*: New “Project Budget” grouping
*Screenshot 4*: Redesigned Metrics section
*Screenshot 5*: New “Details - Oracle Budget” group

[image: image.png]

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/

[image: ucr-logo-email]
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