Financial Management and Reporting Overview

LAST UPDATED: September 12, 2017

What You Should Know

Prime reporting is driven by the new Chart of Accounts, which enables multi-dimensional reporting. Navigating the new reports requires an understanding of the new Chart of Accounts structure, and the purpose of each ChartField. Learn more about the chartstring and ChartFields.

Financial Information Warehouse Access and Security

Assignment of the Report Viewer and/or Sponsored Research Report Viewer functions enables individuals to run financial reports. 

Three ChartFields determine what Report Viewers can see in the Information Warehouse:

  1. Department – For the specified five-digit department, the Report Viewer can see the Account, Fund, Program and Project income and expenses.
  2. Program – For explicitly secured Programs, the specified owners can view all financial information for the Program. For a Faculty Program, only those explicitly assigned to the Program will be able to view the information.
  3. Project – For each Sponsored Project, the PI and the department contacts (Financial Manager and NOA Recipient) on the primary Project can view all projects under an award, while the PI(s) and the department contacts on the non-primary projects can view that specific project.


Tel (609) 258-3080
Fax (609) 258-0442

Princeton University
Office of Finance & Treasury
701 Carnegie Center
Princeton, NJ 08540

Google Map
Princeton Shuttle


7 New South
Tel (609) 258-3080
Fax (609) 258-5040
Open Monday through Friday,
8:45 am — 5:00 pm


Customer service, cashiering,
check pick-up, financial system access


The General Ledger is your link to updates on people, policies, and other information related to financial transactions at the University.

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