New CCoA (Common Chart of Accounts) Display Order

Completed as of December 13, 2022

The purpose of this project is to update UCPath page chartfield ordering adhering to the new UC systemwide standard.

Watch the New CCoA Display Order Micro Learning Video here →

Why are we implementing this project?

UC is implementing a new systemwide Common Chart of Accounts (CCoA) structure. As part of the CCoA redesign, all locations have agreed to a single new UC-wide chartfield (CF) order. The purpose of this project is to update UCPath page chartfield ordering adhering to the new UC systemwide standard.

This project will:

Have a visual update to the PeopleSoft Pages used for CCoA entry
Develop customization as a bolt-on to make future PUM Upgrades more manageable
Redesign PeopleSoft Page(s) associated with Funding chartfields
Better align UCPath chartstring ordering with Oracle Financials Cloud (OFC) General Ledger chartstring ordering

What is the timeline?

The project was officially kicked off in August 2022, with an estimated go-live of December 13, 2022. Stabilization will occur up until January 2023.

How will this impact me?

No impact to OFC Users

The New CCoA Display Order will have no impact to OFC users. This change only impacts those who are entering data in the UCPath system.

The New CCoA Display Order project will:

Impact the order of CFs within page grids and position/order of CFs directly on pages
Apply to all custom online pages housing funding data
Apply to both historical and new transactions
Be a one-time implementation across all locations (will not be a staggered implementation per location)

The following 8 pages in PeopleSoft will be updated:

E-702 Funding Entry Page and Funding Entry Inquire
E-712 Budget Distribution Page
E-084 Manage Accruals Page
E-716 Work Study Split Setup
E-713 Direct Retro
E-063 Benefits Cost Transfers
E-078 Payroll Request Form
E-353 Mgr-Admn SS Non-Recurring Flat Dollar Amts

Project Participants

LOCATION ROLES	PARTICIPANT NAMES
Project Manager	Sylvia Jeung
OCM Manager	Monique Pascucci

New CCoA Display Order Preparation

What do transactors need to do to prepare?

Transactors will need to use the new Common Chart of Account Display Order below.

Refer to the Current vs. New CCoA Display Order diagram for more information.

* = Fields listed in new display order

Order #	Current UCPath Order	New UCPath Order
1	Entity	Entity
2	Financial Unit	Fund*
3	Fund	Financial Unit*
4	Project	Function*
5	Task	Program*
6	Funding Source	Project*
7	Location	Location
8	Function	Activity*
9	Program	Task*
10	Alt Acct	Funding Source*
11	OTC Indicator (Work Study Indicator)	Alt Acct*
12	Activity	OTC Indicator (Work Study Indicator)*