Chart of Accounts Resources

The University of Chicago is now using Oracle Cloud ERP a new Chart of Accounts (COA) has replaced the Financial Accounting System (FAS) account numbers at the University of Chicago. The new COA structure is the organizing system for the University’s financial accounts in the general ledger. In addition, the University uses project cost collections segments known as POETAF (Project, Organization, Expenditure Type, Task, Award, and Funding Source) to track financial transactions for University research, individual awards and discretionary funds, capital projects, and clinical research studies.

Interactive Mapping Tool

The FST team has developed an interactive tool that allows users to look up previous FAS account numbers to visualize a potential translation from 10-digit FAS account to a multi-segment COA and POETAF string. The outputs of the COA Mapping Tool should not be used as the source of truth to transact in Oracle. Review the individual segments within Oracle to ensure your COA segments are accurate.

Click here to use the COA and POETAF Mapping Tool.

If you need help using the mapping tool, detailed instructions are available.

Click here to access the COA and POETAF Mapping Tool instructions.

COA Hierarchies Report

This report allows users to view all the University’s COA hierarchies. The report includes 10 tabs, one for each COA segment.

Click here to view the COA Hierarchies Report. To access the page, you must be connected to the UChicago internet server or signed into the UChicago VPN.

Addititional Resources

Applying the Chart of Accounts to Real-World Scenarios Session

This session provides examples of using the Chart of Accounts. Sign in to Workday to w atch to the recording, or download the presentation.

Overview of the Chart of Accounts and POETAF

This Workday Learning video provides COA and POETAF. Sign in to watch.

Project Portfolio Management & Pastries Info Byte

This session explains in detail how POETAF is used in Oracle's Project Portfolio Management module. Sign in to Workday to watch a recording of, or download the presentation.

FST GLOSSARY

Find the definitions of FST terms in the FST Glossary.

FST FREQUENTLY ASKED QUESTIONS

Find answers to your questions on our FST FAQs page.

These links also are available on the Chart of Accounts “What’s Changing” page.

Chart of Accounts Resources