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Chartfield Values / SpeedCharts

PeopleSoft Financials 9.2

Sample Chartfield String

Fund Department Project/Grant Account Program Code
100 35720 n/a 2430 200

Fund

  • Numeric 3-digits
  • Determines the overall purpose of the chartfield string
  • Examples: Department Operations (Fund 100), Scholarships, Construction, Grants, etc.

Department

  • Numeric 5-digits

  • Aligns with the organizational unit

  • Examples:  35710 CRC Engineering Program, 60000 Controller's Office

Project/Grant

  • Projects are numeric 5-digits
  • Grants are numeric 6-digits
  • Used with all Funds except Fund 100 (Department Operations)
  • Random numbers are assigned to specific Projects/Grants

Accounts

  • Numeric 4-digits
  • Details the type of Expense, Revenue, Asset or Liability
  • If the code starts with..
    • 1= Revenue - Tuition, Ticket Sales, etc.
    • 2= Expense - Salary, Wages, Supplies, etc.
      • 21 - Payroll Expenses
      • 22- Fringe Benefit Expenses
      • 23 through 26** - Department/Project/Grant operating expenses
      • 27- Scholarships, Student Aid
      • 28- Transfers between Funds
      • 29 - Utilities and Accounting Specific 
    • 3= Construction in Progress - used exclusively with Fund 730
    • 4= Student Organizations - used exclusively with Funds 884/885
    • 5= Assets - Equipment, Investments, etc.
    • 7= Liabilities - Accounts Payable, Bond Payable, etc.  

Program Code

  • Numeric 3-digits
  • Provides financial statement classification - Instruction, Student Support, etc.
  • Mandatory when using an Account that starts with a 1 or 2
    • Accounts starting with a 1 use a Program Code starting with a 1
    • Accounts starting with a 2 use a Program Code starting with a 2

SpeedCharts

  • Speedcharts are shortcuts for entering a chartfield string.
  • For Departmental spending, use the Department number with a D on the end.  This will populate the entire chartfield string except the Account, which will need to be populated manually.
  • For Project/Grant spending, use the Project/Grant number with a P on the end.  This will populate the entire chartfield string except the Account, which will need to be populated manually.
  • When purchasing an asset (a piece of equipment with a value of $5,000 or greater and useful life of 2 years or more), use the Department number with DEQ or the Project/Grant number with PEQ.  These will populate the entire chartfield string. 

Sample SpeedCharts

SpeedChart Fund Department Project/Grant Account Program
60000D = 100 60000 n/a blank 250
60000DEQ = 100 60000 n/a 5199 n/a
02208P = 330 62600 02208 blank 200
02208PEQ = 330 62600 02208 5199 n/a

Questions? Contact Controllers_Office@clarkson.edu

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