Accounting - Chartfield Requests and Changes Overview
You will usually work with FOPPS and SpeedTypes that have already been set up for your unit. Upon occasion, however, you may need to set up a new Fund-Org-Program or Project Chartfield combination, create a new account, or make changes to an existing Chartfield to more accurately reflect your unit’s activities. For example, if your department were hosting a major conference, you might need a new FOPPS to track the registration fees and conference costs.
To create or modify a ChartField, use the ChartField Request Form:
An Excel workbook with multiple worksheets will open. Fill out the Cover Sheet and all other worksheets pertaining to your request. For example, if you are requesting a change to a Program ChartField, you will have three worksheets to complete: Cover Sheet Program Worksheet SpeedType Worksheet.
Be sure to follow all of the instructions contained in each worksheet.
Submit the Chartfield Forms via email to the Accounting Department.