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New CCoA (Common Chart of Accounts) Display Order

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 12, 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)*

 

Post Go-Live Support

Bring your questions and comments to the New CCoA Display Order Drop-In Office Hours!

Session Date & Time

Links

New CCoA Display Order Drop-In Office Hours 12/12/22 at 1:00 PM - 1:30 PM

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New CCoA Display Order Drop-In Office Hours

12/13/22 at 11:30 AM - 12:00 PM

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New CCoA Display Order Drop-In Office Hours

12/14/22 at 1:00 PM - 1:30 PM 

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Resources & Useful Links