Aggie Enterprise Roadmap

Aggie Enterprise roadmap projects and planned enhancements.

Other Aggie Enterprise Work in Progress

Known Issues and Approved Change Requests

Projects and Enhancements in Development

Quarters indicated are by calendar year. For example, January, February, and March make up the first quarter (Q1).

Roles Access Management (RAM) Application - Q2 2025

We’re excited to announce that the current Aggie Enterprise access provisioning system is being overhauled and replaced with Role Access Management (RAM) to streamline and simplify the access request process for our end-users.

RAM will handle all aspects of access requests, including automatic routing to the appropriate security liaisons, ensuring a more efficient and user-friendly experience.

Deployment is planned for Q2 2025. Stay tuned for more details as we get closer to the launch.

For more information, read the Roles Access Management article.

Finance Internal Transfer System (FITS) - Q2 2025

The Finance Internal Transfer System (FITS) is a new boundary system designed to streamline recharge transfers. Users will log into a new portal that allowing them to manually enter transfer information or upload the information via spreadsheet. The new system:

Alleviates the need for the current spreadsheet submission process
Reduces the level of effort from smaller unites that do not already have an integration platform for recharge
Improves accuracy when splitting costs to both GL and PPM
Uses real-time validation to reduce the chances of erroneous entries
Accepts spreadsheet uploads

Expected to release Q2 2025.

PPM Non-Sponsored Budget Enhancement - Q2 2025

A new automated process for updating Non-Sponsored projects in the PPM module based on revenue transfers is under development.

When released, users will have the option to link a revenue journal entry to a Non-Sponsored PPM project and task. After the journal has been approved, the budget of the associated project will increase or decrease automatically after the next day.

Notes:

This process is option to use. Units that already have an established workflow for managing Non-Sponsored PPM budgets do not have to use this option.
Only applies to Non-Sponsored PPM projects.
Once released, this can only be used with new revenue transfers. This process cannot be retroactively used on previous revenue entries.

This enhancement is expected to release Q2 2025.

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.

Requisitions User Interface Update (Redwood) - Coming summer 2025

The Aggie Enterprise Requisitions screen (user interface) in Aggie Enterprise undergo a refresh as a result of Oracle's Redwood release in summer 2025. Learn more about the enhancements.

Benefits: Screens will feature a cleaner and more streamlined appearance, with some enhanced functionality and features.

Aggie Enterprise Advanced Collections - Q3 2025

The Advanced Collections module will be used to monitor unpaid invoices and manage the collection process at UC Davis within Aggie Enterprise.

Advanced Collections in Aggie Enterprise is being released in two phases:

Phase 1: Contracts and Grants Accounting (CGA) will be the first team to use Advanced Collections. They will use the tool to monitor unpaid invoices related to Sponsored Projects.
Phase 2: Advanced Collections will be rolled out to schools, colleges and departments so they can monitor and manage collections related to invoices they have sent to customers external to UC Davis.

Advanced Collections is currently estimated to release in Q3 of 2025*.

*Quarters are by calendar year.

Completed Projects and Enhancements

PaymentWorks - Completed March 2025

PaymentWorks is the new supplier portal for streamlining the supplier onboarding process, replacing the Aggie Enterprise vendor registration. PaymentWorks is used 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.

Benefits:

Provides departments full visibility into the supplier onboarding process
Enables supplier self-service capabilities to update name changes, tax ID changes, and other data that make up their supplier record, and the ability to update their preferred payment method and banking information; removing this effort from departments workload
PaymentWorks assists to ensure that the university is compliant with applicable laws and regulations, including better security of sensitive data

Deployed to Production: March 10, 2025

Candex - Completed 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.

Benefits: This new process eliminates the need for Payment Request forms and manual payee onboarding, significantly reducing administrative burden and expediting payments. With Candex, payees receive funds more quickly, enhancing efficiency and streamlining financial transactions for academic and research activities

Deployed to Production: February 3, 2025

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