ChartField Configuration and ChartField Types

Each ChartField falls into one of the following three categories based on its ability to be configured:

  • Fully Configurable—Any ChartField configuration action can be taken.

  • Partially Configurable—Only selective ChartField configuration actions can be taken.

  • Non-Configurable—These ChartFields are required and cannot be configured.

In addition, a ChartField is either a standard or affiliate ChartField.

While both standard and affiliate ChartFields are used to classify and report on financial transactions, affiliate ChartFields do not have their own set of values. Instead, they use values from a related standard ChartField to facilitate interunit and intraunit accounting. After a ChartField is defined as standard or affiliate, it cannot be changed to the other type.

The following table summarizes the configuration characteristics of the delivered set of ChartFields:

ChartFields Valid Configuration Actions

The following are fully configurable standard ChartFields:

  • Operating Unit

  • Fund Code

  • Program Code

  • Class Field

  • Budget Reference

  • Product

  • ChartField 1 (expansion ChartField)

  • ChartField 2 (expansion ChartField)

  • ChartField 3 (expansion ChartField)

  • Activate or Inactivate

  • Change Display Order

  • Relabel

  • Change Display Length

  • Rename

  • Delete

  • Change Field Length

Account is a partially configurable standard ChartField.

  • Change Display Order

  • Relabel

  • Change Display Length

  • Change Field Length

Alternate Account is a partially configurable standard ChartField.

  • Activate or Inactivate

  • Change Display Order

  • Relabel

  • Change Display Length

  • Change Field Length

(Cannot inactivate if Enable Alternate Account is a selected installation option.)

Department is a partially configurable standard ChartField.

  • Activate or Inactivate

  • Change Display Order

  • Relabel

  • Change Display Length

(Cannot inactivate if PeopleSoft Asset Management, Expenses, or Resource Management is installed.)

PC Business Unit is a partially configurable standard project ChartField.

  • Relabel

  • Change Display Length

Project (also used as the Grant ChartField) is a partially configurable standard ChartField.

  • Activate or Inactivate

  • Change Display Order

  • Relabel

  • Change Display Length

(Cannot inactivate if PeopleSoft Project Costing, Expenses, and Resource Management applications are installed.)

Activity is a partially configurable standard project ChartField.

  • Relabel

  • Change Display Length

Source Type is a partially configurable standard project ChartField.

  • Activate or Inactivate

  • Relabel

  • Change Display Length

(Cannot be inactivated if a PC Business Unit requires it or if the Related Edit Option is specified.

Category is a partially configurable standard project ChartField.

  • Activate or Inactivate

  • Relabel

  • Change Display Length

(Cannot be inactivated if a PC Business Unit requires it or if the Related Edit Option is specified.

Subcategory is a partially configurable standard project ChartField.

  • Activate or Inactivate

  • Relabel

  • Change Display Length

(Cannot be inactivated if a PC Business Unit requires it or if the Related Edit Option is specified.

Affiliate is a partially configurable affiliate ChartField.

  • Activate or Inactivate

  • Change Display Order

  • Relabel

  • Change Display Length

The following are fully configurable affiliate ChartFields:

  • Fund Affiliate

  • Operating Unit Affiliate

  • Activate or inactivate

  • Change Display Order

  • Relabel

  • Change Display Length

  • Change IntraUnit Related ChartField

  • Rename

  • Delete

  • Change Field Length

The following standard ChartFields are not configurable:

  • Statistics Code

  • Currency Code

  • Scenario

  • Book Code

  • Adjustment Type

  • Resource Analysis Type

Not configurable