Aggie Enterprise roadmap projects and planned enhancements.
In response to user feedback, we have transitioned from referencing calendar year (CY) quarters to fiscal year (FY) quarters when presenting estimated release dates.
Other Aggie Enterprise Work in Progress
- Estimated release date is by fiscal year.
(Open to show breakdown by month.) - Q4 FY2025: Apr 1 – June 30, 2025
Q1 FY2026: July 1 – Sept 30, 2025
Q2 FY2026: Oct 1 – Dec 31, 2025
Q3 FY2026: Jan 1 – Mar 31, 2026
Q4 FY2026: Apr 1 – June 30, 2026
Q1 FY2027: July 1 – Sept 30, 2026
Q2 FY2027: Oct 1 – Dec 31, 2026
Q3 FY2027: Jan 1 – Mar 31, 2027
Q4 FY2027: Apr 1 – June 30, 2027
Projects and Enhancements in Development
Quarters indicated are by fiscal year (FY). For example, January, February, and March make up Q3 FY2025.
Roles Access Management (RAM) Application - Q1 FY2026
PPM Non-Sponsored Budget Enhancement - Q4 FY2025
Release of the manual version of this process has been postponed. More infomration about the automated version used with boundary will be available soon.
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.
Updated Aggie Enterprise Home Page (Redwood) - Q4 FY2025
The Aggie Enterprise home page will be updated as part of Oracle's interface modernization efforts, which they are calling "Redwood". The new home page provides a new quick actions list intended to reduce the number of clicks required to perform common tasks and changes the layout of tiles.
Tiles that currently contain subtiles will be eliminated and replaced by a ribbon. Clicking on the different area on this ribbon will reveal associated tiles.
For example, if you’re someone who does billing, you’d click the Receivables tile to reveal the Billing, Accounts Receivable and Revenue. In the new interface, you’ll click on the word ”Receivables” to reveal the same Billing, Accounts Receivable and Revenue tiles.
Aggie Enterprise CCT is currently working to identify and update existing documentation related to the Aggie Enterprise home page.
The new home page is expected to release at the end of Q2 2025.
OnCore Integration - Release Estimate TBD
OnCore, which support clinical trials, will integrate with Aggie Enterprise in a phased approach. Learn more about the enterprise-wide Clinical Trials Management System - OnCore.
Report Migration to Cognos Phase 1 - Q1 FY2026
- Faculty and Department Portfolio Report – released 5/15/2025
- Faculty and Department Portfolio Reports Expense Report – estimated delivery Q1 FY2026
- Transaction Listing Report – estimated release Q1 FY2026
- PPM to GL Non-Sponsored Projects Reconciliation Report - estimated release date pending
Data Access - Q1 FY2026
A project is underway to empower departments with better financial insights by providing access to departmental datamarts through a new process, Finance Data Usage Request (DUR). The structured pathway will enable departments to access curated subsets of Finance data in support of internal reporting, dashboards, and system integrations. Data access will initially begin as a pilot with select departments, with intention to open intake to additional departments down the road.
A datamart is a read-only database that provides secure access to specific financial and operational data from Finance related systems (e.g., Aggie Enterprise, Concur). Departments can connect directly to underlying data sources to perform queries and analysis. Datamarts are ideal for departments with in-house technical capabilities looking to supplement centralized reports with additional context relevant to their operational needs.
Datamarts will be subject to a governance under a forthcoming Data Usage Agreement (DUA) that outlines approved use and in alignment with UCOP Policy 320-40, which governs appropriate access, use, and stewardship of administrative data across University of California.
Requisitions User Interface Update (Redwood) - Q1 FY2026
The Aggie Enterprise Requisitions screen (user interface) in Aggie Enterprise undergo a refresh as a result of Oracle's Redwood release in September 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 - Q1 FY2026
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 Q1 FY2026*.
*Quarters are by fiscal year.
Completed Projects and Enhancements
Finance Internal Transfer System (FITS) - Completed April 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
Deployed to Production: April 29, 2025
Read the FITS go-live announcement.
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