ChartFields Overview

ChartFields are created in the General Ledger to allow detailed tracking of spending by each agency and its departments, grants and other programs.

A ChartField can specify 11 types of information:

• Account

• Agency Use

• Appropriate Line Item (ALI)

• Budget Reference

• Department

• Fund

• Grant

• Program

• Project

• Reporting

• Service Location

Agencies are responsible for completing and submitting their ChartFields request forms within OAKS FIN.

• Agencies should contact their OBM Budget Analyst to submit a new Fund or ALI request.

Once a ChartField is created, its configuration can not be changed. Thus, if a mistake is made on one requested and approved, it would need to be inactivated through the maintenance process and a new one would be created.

What would you like to do?

• Learn more about the ChartFields Process

• Learn more about ChartField Characteristics

• Request ChartFields

• Request Department ChartFields

• Request Program ChartFields

• Request Project ChartFields

• Request Grant ChartFields

• Add, Update Grant Attributes

• Maintain and Inactivate ChartFields

• Approve ChartField Requests

• Resubmit a ChartField Request

• Run ChartField Reports