Information about Aggie Enterprise roadmap projects and other planned enhancements.
Projects and Enhancements Underway
Candex - Coming February 2025
A new payment solution will streamline one-time payments to individuals, specifically research participants and honoraria. Candex will be a new option on the Aggie Enterprise Requisition. Learn more about Candex.
PaymentWorks - Coming March 2025
PaymentWorks is a new supplier portal for streamlining the supplier onboarding process, replacing the Aggie Enterprise vendor registration. PaymentWorks will be the way to add or edit supplier records in Aggie Enterprise, suppliers will manage via self-service, and departments will no longer need to process supplier requests in Aggie Enterprise. Learn more about PaymentWorks.
Roles Access Management (RAM) Application - Coming March 2025
The Roles Access Management (RAM) application will streamline role provisioning and access management for Aggie Enterprise, replacing the current spreadsheet template. The application will be rolled out in phases, starting with Aggie Enterprise in March, followed by UCPath and Cognos by summer 2025.
Benefits: It eliminates the need for cumbersome spreadsheet submissions by departments and facilitates automated role provisioning, enhancing efficiency and accuracy.
Finance Internal Transfer System (FITS) - Coming spring 2025
The Aggie Enterprise Service Delivery team is developing a new application. FITS will eliminate the need for spreadsheet templates in recharge submissions, simplifying the process. Other features are planned to add in the future.
Augment PPM Non-Sponsored Budget Process - Coming spring 2025
To better support updates for faculty non-sponsored projects in the PPM (Project Portfolio Management) module, a new approach will automatically read revenue transactions from the General Ledger (GL), match them to the correct PPM project or task, and adjust the budget accordingly—either increasing or decreasing the amount. The system will then re-baseline the project budget automatically, streamlining the entire budget update process for greater accuracy and efficiency.
OnCore Integration - Coming May 2025
OnCore, which support clinical trials, will integrate with Aggie Enterprise in a phased approach, starting in May 2025. Learn more about the enterprise-wide Clinical Trials Management System - OnCore.
Completed Projects and Enhancements
Ledger created for UC Davis Foundation - Completed January 2025
A secondary general ledger was created for UC Davis Foundation.
Benefit: The Foundation operates as a separate nonprofit organization that accepts gifts and pledges. Its distinct ledger enhances financial data reporting, providing clearer and more accurate insights
Deployed in Production: January 15, 2025
Allow Project Cost Transactions for Inactive Persons - Completed January 2025
Enables processing of project cost transactions for inactive or suspended person HR assignments in UCPath. Allows project cost transactions rather than rejecting/erroring.
Benefit: More accurate and complete accumulation of project costs; reduced rejection/errors.
Deployed to Production: January 13, 2025
Self-Service Procurement Homepage Updates - Completed November 2024
Updates made to the Self-Service Procurement (Purchasing) homepage including modifications to the dimensions and positions of some of the widgets.
Benefit: Increases usability of the widgets and enhances overall user experience.
Deployed to Production: November 26, 2024
Update Natural Account Hierarchy - Completed September 2024
Updated the Natural Account Hierarchy to better support reporting and transacting. Including updating some of the parent accounts enables some revenue accounts that UCOP has mapped to expense to more appropriately roll up to 4XXXXX and some expense accounts that UCOP has mapped to revenue to more appropriately roll up to 5XXXXX. This also eliminates the need to use purpose code 80 on internal allocation transfers (account 775Bxx). Find more information about the hierarchy enhancements in the Resource Library.
Benefit: Allows all balances to be drillable on the Department P&L report and will facilitate better consistency between different reports.
Deployed into Production: September 24, 2024