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The Known Issues log communicates to the global NYU user community any known issues in UDW+.  These include issues that are currently being worked on for resolution ("In Progress") or will not be fixed ("Workaround").  Contact the Decision Support Group with any questions.

Table of Contents - List of dashboards and reports

UDW+

 UDW+ Financial Dashboards and Reports
  • D01. Financial Operations Dashboard
  • D02. Comparative Analysis Dashboard
  • D03. Grants Management Dashboard
  • D04. Financial Indicators Dashboard
  • D05. Position Management Dashboard
  • D06. Invalid Costing Allocations and Payroll Suspense Dashboard
  • S01. Budget and Balance Summary and Detail
  • S02. Budget Control Reports
  • S03. Fund Balance and Change in Funds Reports
  • S05. Accounts Payable and Purchase Order Reports
  • S06. Budget Exception Report
  • S07. AP Open Advance Payment
  • S11. Salary Expense Report
  • Finance Ad Hoc Reporting

UDW+ Departmental Metrics Dashboard

UDW+ Student Dashboards and Reports

UDW+ Registration Pipeline Dashboard

UDW+ HR Dashboard and Reports

UDW+ Executive Dashboard

UDW+ Retention Dashboard

UDW+ Administrative Metrics Dashboards and Reports

UDW+ Advance to FAME Reconciliation Dashboard

UDW+ Registration Pipeline with International Trend Dashboard

Other Known Issues

 

 

Known Issues 

DashboardIssueStatusDetail
UDW+iPad FunctionalityWorkaround

Oracle OBIEE app does not work on the iPad with the current version of the iOS (9.3.3 or 9.3.4).  It still works on the iPhone.  Use the non-HD version for best results.

UDW+“An error occurred during authentication" error messageWorkaroundReset your password in NYU Home, and wait 30 minutes.  Reboot computer and log back in.
UDW+Drill down doesn't work.WorkaroundPop-up blocker needs to be disabled.  See instructions.
UDW+Export BI Publisher report with ChromeWorkaroundUsing the down arrow in BI Publisher reports (such as Budget Control Summary Report PDF) does not work.  Use the export to PDF option on the top right of the template using the gear icon. It will open up another blank page and download the PDF to the local machine with a message 'Report Completed'.
UDW+Ad Hoc: Unable to move columns in Results viewWorkaroundRight-click at the top of the column you want to move and choose 'Move Column' and then 'Left' or 'Right' as needed.
Dashboard IssueStatusDetailQB#
D01. Financial OperationsPersonnel encumbrances are incorrectIn ProgressFinancial operations does not take into account the Personnel encumbrances.  
 
 1262
D01. Financial OperationsBalance Overview & Balance Detail: Export to Data has blank columns (no data) for Org, Org Code and Account CodeIn Progress

When using the Export to Data (either Tab Delimited or CSV) functionality in the reports listed below, the columns Org.Org, Org.Org Code and Account.Account code return no data.

Balance Overview Tab

1.1.3.1 Undesignated

1.1.3.2 Management Designated

1.1.3.3 Expendable Endowment Income

1.1.3.4 Donor Designated

1.1.3.5 Sponsored Funds

1.1.3.6 Endowment Funds

1.1.3.7 Capital Funds

 

The following reports have same the issue with Account.Account code only:

 

Balance Overview Tab

1.1.3.8 Other YTD Funds

1.1.3.9 Other ITD Funds

Balance Detail Tab

1.2.3.3 Budget Balance

1498

 

 

Dashboard IssueStatusDetailQB#
D05. Position ManagementEncumbrances showing as negative when there is sufficient budget.In ProgressOriginal budget was loaded onto row without a person attached. Situation occurs when searching by person.
 
1715
 DashboardIssueStatusDetailQB#

 

S01. Budget and Balance Summary and Detail

For funds 20, 21, 22- ITD drill does not match summary amount.In Progress

Drill down shows only the amount for the accounting period you have selected, while summary shows ITD amount.  Summary takes into account the amount at the fiscal year opening period and then adds the accounting period you are selecting in the report.  When you select 'All Other Funds' , it only takes the value for the accounting period you have selected, so the drill down and summary match.

1475
S01. Budget and Balance Summary and DetailSome PS encumbrances show as incorrect.In ProgressPeopleLink issue.  Contact DSG for more info.1567; 1566
S01. Budget and Balance Summary and DetailFringe calculations are wrong for the following accounts, 51302,58170, 58212, 58218, 58219. In ProgressHR Apps is looking into this issue. Contact DSG for more info.1627
S01. Budget and Balance Summary and DetailPersonnel encumbrances are overstatedIn ProgressEncumbrances for some positions are doubled.1716
S01. Budget and Balance Summary and DetailChange in Funds Report does not return all revenue balancesIn Progress

Revenue that is categorized as New Revenue Account (which means it has not been categorized yet) is excluded

990
 DashboardIssueStatusDetailQB#

Finance Ad Hoc

 "YTD Encumbrance" only brings back encumbrance for OTPS, therefore "YTD Balance" field is not taking into account "YTD Encumbrance WD".
In Progress
Workaround: Create a column as a calculated field that adds both encumbrance fields, and then create a column for the balance by manually subtracting all of the fields.1442
Dashboard IssueStatusDetailQB#
 S11. Salary Expense Report Annual Projected Amount is overstated by approximately one extra payment for some 51104 employees.In Progress
 
 
S11. Salary Expense Report DailyPersonnel encumbrances are missing or understatedIn ProgressEncumbrances are missing or understated for some chartfields or positions1715
S11. Salary Expense Report DailyAdditional Salary Reporting: Pay Period Amount displays $0.00 when actual is a negativeIn ProgressFilter on report restricts output to amounts > $0.00, which doesn't allow for negative values1530
Dashboard IssueStatusDetailQB#
S02: Budget Control ReportsBudget Control Detail report OTPS encumbrances are incorrectIn ProgressDisplays NULL values for OTPS encumbrances
 
 1416
 DashboardIssueStatusDetailQB#
Student Ad HocMy ad hoc reports don't work and they worked before the upgrade.WorkaroundWhen developing ad hoc reports, it is important to keep in mind that descriptions of schools and departments may change over time, but codes rarely do. Therefore we recommend filtering on "codes", rather than "descriptions".  In an effort to more accurately describe NYU's academic structure, changes were made to the  Academic Group descriptions in Albert SIS. Ad hoc reports that are built with filters on an  Academic Group description, instead of on an  Academic Group code, may now result in no data being returned.. This affects any field that references  Academic Group (e.g. "Course Academic Group", "Student Academic Group", etc.).  Example: Filter on "UA" instead of "Coll of Arts and Science UG".  The New Academic Group Descriptions provides a list of the newly created descriptions.
N/A
Student Dashboard and Ad HocUDW+ retrieves Student Data from Winter 2010 onwards.In ProgressThe UDW+ team is looking into retrieving more data.993

 

 

Dashboard IssueStatusDetailQB#
NYU Financials

Purchase Orders with Multiple future fiscal years, are being encumbered in the current fiscal year only. For example

A Purchase can can be setup for $1000 dollars with 10 lines on the PO

Line 1 specifies $100.00 to be processed in FY17 current fiscal year.

Line 2 specifies $500.00 to be processed in FY18 future fiscal year.

A voucher is created for line 1 which is then processed in FY17 This is correct.

A voucher is created for line 2 which is then processed in FY17. This is incorrect and should of been processed in FY18 which creates an encumbrance in UDW+ because it should of populated budget FY18 and not FY17 in Fame.

Workaround

 

A fix by the FSM team was put in place to correct vouchers that are created in i-buy to populate the correct budget years related to the PO lines in Fame. This issue is in Fame contact Finance Link to correct this issue. 
NYU FinancialsPurchase Orders that include the shipping and handling charge, but when a voucher is created the shipping or handling charge is direct charged, which then keeps the Purchase Order Open in i-Buy and shows an encumbrance balance in UDW+Workaround
The Client needs to submit a change order to close out the PO in i-Buy which will release the encumbrance shown in UDW+.  This a business process issue by A/P. 

 

 

D02. Comparative Analysis Dashboard

D03. Grants Management Dashboard

D04. Financial Indicators Dashboard

D05. Position Management Dashboard

D06. Invalid Costing Allocations and Payroll Suspense Dashboard

S01. Budget and Balance Summary and Detail

S02. Budget Control Reports

S03. Fund Balance and Change in Funds Reports

S05. Accounts Payable and Purchase Order Reports

S06. Budget Exception Report

S07. AP Open Advance Payment

S11. Salary Expense Report

Finance Ad Hoc Reporting

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