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Financial Systems

A New Way to Find Reports is Coming in April!

Posted: 4/13/2021

Calling all decision makers, analysts and data aficionados. We are proud to announce that reports.ucsd.edu, the current location for enterprise system and cross-system reports, will be upgraded soon to the Business Analytics Hub, also known as BAH! Starting late April 2021, all reports that are currently available via reports.ucsd.edu...

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Category: HR and Payroll, Financial Systems, Student & Faculty, News, Data & Analytics, Technology Infrastructure, Research Administration

Oracle Planning and Budgeting Launches this Month!

Posted: 1/7/2021

We are excited to announce the upcoming launch of Oracle Planning and Budgeting in late January 2021! This new system will make way for a bottom-up budget development for UC San Diego delivering a thoughtful design and uniformity across budgeting moving forward. Not sure if you're responsible for preparing the budget for your Financial Unit...

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Category: News, Financial Systems

What's the Latest?

Posted: 11/19/2020

ESR projects - new, in progress and already launched - have been going non-stop with project planning, implementation and all of the work that follows a system's go-live. Here's a look at some of what's been happening as reported by members of each project team: AP Next Biobib Project – Change Practitioner: Heather...

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Category: Data & Analytics, Financial Systems, Research Administration, Technology Infrastructure, Student & Faculty, News

The Financial Activity Hub is Live

Posted: 8/17/2020

The Financial Activity Hub (FinAH) is now live and in production with Oracle General Ledger data and the new Common Chart of Accounts. Future releases, anticipated on a monthly basis, will include Project Number, Expenditure Organization, Expenditure Types, Task Number, Award Number and Funding Sources (Oracle PPM data) and Budget. The launch...

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Category: Data & Analytics, News, Financial Systems

FIS Release Takes UC San Diego Into New Era

Posted: 7/14/2020

UC San Diego’s Financial Information System (FIS) project is live with the release of Oracle Financials Cloud, a world-class financial system, and Concur, a new travel and expense system. FIS is a signature component of the Enterprise Systems Renewal (ESR) program—the largest technology improvement program ever undertaken at...

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Category: News, Financial Systems

Adjusting to FIS Will Take Time - Be Patient with Each Other, and Yourself

Posted: 6/15/2020

In less than two weeks on July 1, Oracle Financials Cloud and Concur will go live as part of our Financial Information Systems (FIS) project. This milestone is more than two years in the making and has involved participation from hundreds of staff members across campus, the Foundation and UC San Diego...

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Category: News, Financial Systems

From Old to New: IFIS to Oracle Transition

Posted: 6/1/2020

As we make this major transition to a new financial system, it’s important to make sure we close out IFIS accurately. Most of you will be closing out FY20 financial activity in IFIS, our legacy system, through July 10 for Prelim and July 17 for VC Cutoff.  See ledger cutoff dates here. This means you’re...

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Category: Financial Systems, News

Countdown to FIS Is On – Get Familiar with Key Dates

Posted: 5/13/2020

July 1 and the Oracle Financials Cloud and Concur go-lives are a mere 40 days away. Now is the time to get familiar with dates and deadlines for the transition, or cutover, between current financial systems and the new Oracle and Concur platforms. This one-pager has the basics; please review and share within your department.  Here is a...

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Category: Financial Systems, News

Financial Information System- What is MVP?

Posted: 1/23/2020

Image courtesy of @Krispy Kreme @andreacrofts Change is Coming It’s a time of significant change, both on- and off-campus at UC San Diego. We’re seeing new technologies, discoveries and revolutionary social changes. However significant these changes may be, they really hit home when they affect us on a personal level. Such...

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Category: Financial Systems

UCSDPLAN: Oracle’s Planning and Budgeting System Soft Launch

Posted: 12/17/2019

Announcing the upcoming soft launch of the new UC San Diego Planning and Budgeting System (UCSDPLAN) We are excited to announce that the new UC San Diego Planning and Budgeting System (UCSDPLAN) will soft launch February 2020 for Pilot Group Users! Find out more about the Pilot and Non-Pilot Group here and responsibilities during the...

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Category: Financial Systems, News

Oracle’s Enterprise Planning and Budgeting Cloud Service (EPBCS)

Posted: 9/26/2019

A little over a year ago the campus began the Financial Information System project in earnest and last November announced the selection of Oracle Financials Cloud (OFC) as UC San Diego's new comprehensive financial management solution. Projected to go live in 2020, Oracle Financials Cloud will provide a modern, intuitive solution to...

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Category: Financial Systems, News

New Travel & Expense and Procure-to-Pay Platforms Launching July 2020

Posted: 9/13/2019

The implementation of the new financial system (Oracle Financials Cloud) has provided UC San Diego with the opportunity to evaluate and refresh many processes and technologies. As a central business office with many applications and processes that generate financial transactions, Integrated Procure-to-Pay Solutions (IPPS) seized the moment to...

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Category: Financial Systems, News

April Q&A: New Chart of Accounts

Posted: 3/19/2019

The UC San Diego Chart of Accounts Online Q&A Session Watch the Financial Information System team in a university-wide, two hour question and answer session on the Chart of Accounts. Presentation Topics After a presentation on the Chart of Accounts, the session was opened to campus staff to ask their questions and receive real-time...

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Category: Events, Financial Systems

Financial System Town Hall

Posted: 2/15/2019

Watch the January Town Hall On January 31, the Financial Information System project team hosted a campus-wide Town Hall to talk about the new Oracle financial system and its benefits.    Town Hall Topics and Speakers:Benefits of moving to a new financial systemChief Financial Officers Pierre Ouillet and Lori DonaldsonThe...

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Category: Financial Systems

A New Financial System for UC San Diego

Posted: 11/20/2018

As senior director, internal controls and accounting, I’m responsible for all corporate accounting, financial reporting, internal controls and compliance for UC San Diego. I’m also the project build lead for the Financial Information Systems project (FIS), which basically means I’m responsible for making sure we...

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Category: Financial Systems

Financial Community Memorandum: Experts Needed!

Posted: 11/20/2018

Instituting best practices in Oracle ERP Cloud to support process excellence, better operational performance and innovation.  The Financial Information System (FIS) project is part of the Enterprise Systems Renewal (ESR) program that will transform and streamline core business and administrative processes. UC San Diego has...

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Category: News, Financial Systems

FIS Needs Your Information

Posted: 11/13/2018

Downstream Data Use Inventory:Financial Information System Needs You! Adam DiProfio and Arlynn Renslow, Financial Information System Change Leads Why an Inventory? As the Enterprise Systems Renewal (ESR) program reviews and updates our major campus business systems (finance, student, HR, research, facilities, etc.), the way we access data is...

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Category: Financial Systems, News

UC San Diego's New Chart of Accounts

Posted: 10/19/2018

Image courtesy of OiMax More than 40 key staff representing all areas of campus, the Medical Center and Foundation have been working hard as a team over the past year to define a new Chart of Accounts in support of our new financial system. Last week we had a wrap up session and debrief with the group to finalize the overall chart...

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Category: Financial Systems

ESR Hits the Road for RAAD Event

Posted: 9/20/2018

Vice Chancellor of Research Sandra Brown speaks to campus research administrators The third annual Research Administrator Appreciation Day celebrating the dedication and support of UC San Diego’s research administrators (RA) drew a crowd of over 300! At the September 7 event, Vice Chancellor of Research Sandra Brown was the...

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Category: Financial Systems, Research Administration

Modernizing UC San Diego’s Approach Toward Investing in a New Financial System

Posted: 6/20/2018

It’s no secret that UC San Diego has historically avoided conducting Requests for Proposal (RFPs) for high-value goods and services. The RFP process has been cumbersome due to the requirements to demonstrate fair competition among potential bidders, so avoiding it was understandable. “More is...

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Category: Financial Systems, ESR Behind the Scenes