Page 1 - Understanding and Using ChartFields

Understanding and Using ChartFields

Understanding and Using ChartFields

Overview

ChartField is a Compass term describing a field that stores a value, chosen from a table of valid values.
Compass uses ChartField functionality to capture, access, and report its financial information; a combination of
ChartField values (ChartField String) identifies a financial transaction.

 ChartFields are the individual values that make up the Chart of Accounts.
 ChartFields provide a common language for classifying Emory’s business transactions and may represent different
information for University and Healthcare users.
 ChartFields provide additional reporting categories to monitor the university’s monies that are received and spent.

Understanding ChartFields

All financial transactions must include a code for each of the following ChartFields.

Each project also includes a second set of ChartField codes.

Project Costing Project Activity
Business Unit (8 characters) (4 characters)
(5 characters) Identifies such activities as 
Projects Only Identifies types of Project- sponsored projects, select
Sponsored, CIP, Non- non-sponsored activities and
capital projects
Sponsored

Optional codes may be used for further tracking.

Program Event
(5 characters) (4 characters)
Additional ChartFields Additional ChartField used to track
Optional used to capture financial specific information for
departments
information for a specific
activity, e.g,.,
commencement

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Emory Confidential and Proprietary Last Revised on 4/13/2017 Return to Table of Contents