Program ChartField

The Program ChartField is used to track organizational activities or an individual’s non-sponsored activities. The Program aggregates expenses and revenues around this common purpose. 

  • Format: Program is a five-character alphanumeric value (XX###). The first two alpha characters represent the Program group.

  • Status: Program is always an optional field on transactions.

  • Security: Certain Programs can be used to establish user security.

Program Tree 

Programs are organized into a “Program Tree,” which groups Programs into one of three major types.

Program Types, Groups, and Reference Guides

The Quick Reference Guide below illustrates the Program types and the groups residing under each type.  

Program Quick Reference

General

Program

Description

Usage

AC### and AD###

Academic

Lectures, faculty searches and recruiting, departmental research, workshops, fellows

AM### and AN###

Administrative

Community Day, summer and sports camps, shuttle lines

CR###

Capital-Related

Generally used by central offices (e.g. F&T, OIT) to track capital-related activities.

EX###

Exhibitions

Generally used by the Art Museum to track transactions related to various exhibits.

GR000 - GR899

Graduate Activities

Graduate support, graduate research, graduate orientation, dissertation support

GR9##

Graduate Student Fellowships (GSF)

Various types of graduate student fellowship awards / support, tracked with individual Programs.

GU###

General Use

Training and professional development, events, seminars, backfill staff, relocation

ST###

Student Group Activities

Various student activities, including those related to student organizations and student summer credit programs.

UG###

Undergraduate Activities

Senior thesis, freshman orientation, undergraduate research, Class Day events

Person-Specific (Secure)

Program

Description

Usage

FX###

Faculty

Used to manage individual faculty members' non-sponsored awards and commitments spendable balances.

GA###

Graduate Student

Used to manage individual graduate students' spendable balances.

IA### Faculty Used to manage individual faculty members' internally funded, research-related grant awards. For more information, please see the Internal Grant Awards website.

OA###

Other 

Used to manage other individuals' spendable balances (e.g. directors and other staff).

VA###

Post-Docs and Visitors

Used to manage individual post-docs' and visitors' (including lecturers) spendable balances.

Cross-Departmental (Secure)

Program

Group Description

Usage

XA###

Cross Departmental

Non-Capital, non-sponsored research projects managed by one department where activity spans multiple departments, such as SAGIT projects managed by OIT.

 

Program Guidelines and Best Practices

Since the use of Program is optional, the guidelines and best practices below will help you determine if: (A) you should use a Program to track your activity; and (B): if you should request a new, uniquely named Program.

Program ChartField Request

Request a new Program, an update to a Program, or to inactivate a Program via Prime Financials.  From the Prime Financials menu, select the  “Program ChartField Request” block.  When you get to the ChartField Request Page, select “Add a new Value” tab then “Add” to access the ChartField Request Form.

For more detailed instructions, review the Step-by-Step to Request a New Program ChartField.