Guides and Resources
- CCOA Segment Design and Definitions
- FRU Organizational Hierarchy Diagram
- Purpose Code Guidance
- GMC Chartstring Look-up Tool (Instructions - Video 1 min 37 sec)
- GMC Chartstring Look-Up Tool
- Template - Legacy Chart to CCOA Chartstring (Google Sheet)
- CCOA Request Form (Instructions)
- CCOA Request Form
- CCOA Explorer Tool (link to Power BI Login Page)
- Requesting Access to Power BI (video)
- Navigating Power BI (video)
- Understanding the FRU Hierarchy Report (video)
- How to Complete a Financial Journal
- Internal Recharge Journal Resources
UCPath Cognos Report Fields Crosswalk to Common Chart of Accounts Segments
| UCPath Cognos Report Fields | CCOA Segments |
|---|---|
|
Account Code |
Combo Code |
|
UC Deptid Rollup |
FS Dept |
|
Operating Unit |
Entity |
|
Fund Code |
Fund |
|
DeptId CF |
FRU |
|
Account |
Account |
|
Class FLD |
Purpose |
|
Program Code |
Program |
|
Project Id |
Project |
|
Chart Field 3 |
Activity |
|
Chart Field 1 |
Commitment |
Ask the UCSB CCOA Expert!
Ask the UCSB CCOA Expert questions related to the CCOA, such as:
- What CCOA account is used for Office Supplies?
- What purpose code should I use for a staff function in an academic department?
- Can you map the old legacy chart of accounts segments to the new CCOA and explain the changes?
To use the Gemini GEM, you must be logged into your Google account and not using an "incognito" window.
Note: this is a "BETA" test of the Gemini GEM functionality and may not provide exact answers (as with all AI). If you find something incorrect, please let us know on our Feedback Form. We would also love to hear your feedback if it is working!
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