The creation of new ChartField values will be a centralized function of the Controller’s office. Departments will need to submit requests for the creation of new Chartfields after completing the attached spreadsheet and submitting their request via FreshDesk ticket and cc'ing firstname.lastname@example.org, with the exception of Projects and Activities. In other modules, users are able to create new projects and activities.
For users that are authorized to create new Chartfield values, they will perform the following steps:
Step 1: Click Add New Value, ensure SetID is set to SHARE, and select the appropriate value (the example below is creating a new Department)
Step 2: Establish the effective date (can be set in the future). Include Description information, and the Manager of the new value.
Category: General Ledger
Tags: New Chartfields, Chartfield, Attributes, Project, Activity, Department, Fund, Authority, Account