The creation of new ChartField values is a centralized function of the Controller’s office. Departments need to submit requests for the creation of new ChartFields after completing the attached spreadsheet and submitting their request directly to: ChartField.Administrator@sfgov.org, Please indicate the ChartField(s) being requested in the Subject line.


Use the attached ChartField change request forms to make changes or request new chart of account codes for your department. This file includes forms for the following fields: Department, Fund, Project, Authority, Agency Use, Account, and Transfers in and out (TRIO). Please fill out the summary tab and the tab for the field(s) (eg. Authority) that needs to be changed. The attached forms have been revised to reflect the most current version of the forms as of April 26, 2018.


Attachment:  ChartField Change and Request forms


Related Articles: 


Category: General Ledger


Tags: New Chartfields, Chartfield, Attributes, Project, Activity, Department, Fund, Authority, Account


Revised: 4/26/208 to reflect new Project Type, Technology - COIT