UCD PGM Master Data Report

Isolate UCD Primary Ledger - As a result of the new Foundation Ledger, adjust report to only include UCD Primary Ledger = 300000008409485

Adjust the following (Multi) Select & Search parameters:

• Award Org - ensure Parent level values are available
• Project Org - ensure Parent level values are available
• Adjust the Report Output:
  • Add a Report Name
  • Add a Report Run Date
  • Add all parameters with their associated selections
  • Adjust report default (currently) to the right upon opening of export
  • Adjust the following fields:
    • Legal Entity - Retitle to Award Entity and adjust to the concatenation with the number and associated description (3110 - UC Davis Campus)
    • Sponsor - ensure the number prefix in concatenation similar to prompt (i.e. K27420 - NATIONAL SCIENCE FOUNDATION)
    • Add new field:
      • Project Entity - ensure the concatenated number and description similar to requested above for Award - add field after Project Number and before Project PI

10/10/24 - Resolved and moved to Production on 10/10/24.

8/30/2024 - A fix is currently being tested.