Understanding Project ChartFields

ChartFields store the chart of accounts and provide the basic structure to segregate and categorize transactional and budget data.

See Application Fundamentals: Understanding PeopleSoft ChartFields.

The PeopleSoft system provides these six project ChartFields:

  • Project Business Unit (BUSINESS_UNIT_PC)

  • Project (PROJECT_ID)

  • Activity (ACTIVITY_ID)

  • (Optional) Source Type (RESOURCE_TYPE)

  • (Optional) Category (RESOURCE_CATEGORY)

  • (Optional) Subcategory (RESOURCE_SUB_CAT)

Use the Standard ChartField Configuration page (STANDARD_CF_TMPLT) to modify these project ChartField attributes:

  • Field display order.

    You can change the placement of the group of project ChartFields when they appear in a grid with all other general ledger ChartFields. All project ChartFields move together in a block when you change the order of the Project ChartField.

  • Status (active or inactive).

    • The Project ChartField must remain active if you use PeopleSoft Expenses, Resource Management, or Project Costing.

    • Source Type, Category, and Subcategory ChartFields must remain active if you specify on the Project Costing Options page that these are required fields for the project business unit.

    • The Source Type ChartField must remain active if you specify on the Project Costing Definition page that Category field values are related to the Source Type.

    • The Category ChartField must remain active if you specify on the Project Costing Definition page that Subcategory field values are related to the Category.

  • Default field label.

  • Field display length.

The Project Business Unit, Activity, Source Type, Category, and Subcategory ChartFields do not appear for selection in the IntraUnit Related ChartField drop-down list on the Standard ChartField Configuration page.

Note:

The Analysis Type field (ANALYSIS_TYPE) is not a project ChartField; therefore, it does not appear in the Standard ChartField Configuration page. However, the Journal Lines page (JOURNAL_LN_FS) includes the Analysis Type field with the project ChartFields in the Journal Line Data grid. If you reorder the project ChartFields on the Standard ChartField Configuration page, the Analysis Type field retains its position between the Activity and Source Type ChartFields on the Journal Lines page.