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 | |
| New CCoA Display Order Drop-In Office Hours |
12/13/22 at 11:30 AM - 12:00 PM |
|
| New CCoA Display Order Drop-In Office Hours |
12/14/22 at 1:00 PM - 1:30 PM |