​​​​​​​​​​​​​​​​​Luma Roadmap​​

The Luma Roadmap shows where the system is going and what has already been delivered. Explore upcoming releases and past initiatives in one place.​​​

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Luma Strategic Delivery Priorities

  • Reconciliation: Strengthens financial accuracy by automating the comparison of treasury and accounting transactions, improving reconciliation speed across agencies and reducing manual effort required to identify discrepancies.
  • Performance and Goals Enhancement: Modernizes the employee evaluation process with standardized appraisal forms, structured goal setting, and automated notifications to help agencies manage performance consistently across state government.
  • 1099 Processing: Improves tax reporting compliance by automating the generation and distribution of required vendor tax forms, reducing manual processing and supporting timely reporting.
  • Expense Management and Purchasing Card Enhancements: Focuses on improving travel expense and purchasing card processes to increase efficiency, strengthen oversight, and reduce administrative workload for agencies.
  • Statewide Accounting Report Templates for Policy Owners: Develops standardized reporting templates and automated reports to support budgeting, auditing, and statewide policy oversight with more consistent and accessible financial data.​
Current Release:​​

February 2026 SCO Internal Release Notes​

​Key highlight: System usability, workflow accuracy, and reporting visibility improvements were implemented across Finance & Supply Management (FSM) and Human Capital Management (HCM), strengthening process reliability and user experience​.
  • Key Feature or Improvement: Approval escalation logic was corrected to ensure invoices route through all required approvers in the proper sequence, restoring compliance and audit-aligned approval processing.
  • ​Key Feature or Improvement: PT RET ELIGIBLE work type accrual mappings were corrected so eligible employees now properly accrue sick leave, vacation, and holidays, while retirement deductions are aligned with policy during Military Leave.

IMPORTANT: This is not a guaranteed list and will change as configuration and testing progress.

SCO Release Management is responsible for planning, coordinating, testing, and deploying Luma updates. This process ensures updates are properly integrated and tested before release, helping minimize disruption to users. These updates are provided by the software manufacturer and include fixes, enhancements, and new features that improve Luma functionality, security, and performance. Updates are delivered as scheduled releases so the system can remain current without requiring a full system upgrade.​​


Active​​ Initiatives

​Category
 ​Description
 ​Details
 ​Timing

Data & Reporting​

Statewide Data In​tegrity & Reporting

SCorrections to Luma/TATRS interfaces, multi-year reconciliation (FY24–FY26), validation metrics, new statewide reports, and expanded enterprise data sets to improve accuracy, confidence, and decision-making.​

 Nov 2025 – Ongoing 2026
Enhancement

 Financial Process & Usability Improvements​​ Re-work of enhancements not meeting efficiency goals, P-card and XM functionality review, and automation of Legislative Services Office budget and audit templates. 
 Jan 2026 – Ongoing​
Training

 Statewide Luma Training & Enablement ​Expanded accounting course series, role-based training by application, e-learning, train-the-trainer model, and agency-customized training using the TRN tenant.
 Oct 2025 – Ongoing 2026​
Releases
 System Release & Upgrade Roadmap

February 2026 release, Infor Customer Update (April 2026), and next SCO system release (May 2026).

 ​Feb – May 2026
Strategic​
 ​Operational Readiness & Strategic Alignment
 ​Benefits issue resolution, fiscal year-end working sessions, agency guidance, and budget system strategic planning to ensure continuity and readiness.
 Nov 2025 – Spring 2026​
This reporting schedule helps agencies confirm their data is flowing correctly into Luma — ensuring accuracy, accountability, and confidence in financial reporting.

Enterprise Reporting 3.2.26.xlsx​​

​Enterprise Reporting provides visibility into what’s coming next, helping agencies plan, make informed decisions, and operate with greater transparency.
This archive contains past Luma roadma​p initiatives, milestones, and delivery timelines. It is provided for reference to help agencies understand previously delivered capabilities, validation efforts, and statewide enhancements supporting the Luma system.
 

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