Skip to main content
University of California, Santa Barbara

Search

Enter the terms you wish to search for.

Main navigation

  • Home
  • Training Schedule
  • Training Resources
    • Overview
    • Core Financial Principles
  • Learning Pathways
  • Financial Systems and Processes
    • Common Chart of Accounts
    • Faculty Funds Management
    • Sponsored Projects Management
    • Entertainment and Catering
    • University Travel and Concur
    • University Purchasing and Gateway
  • About Us
  1. Home
  2. Financial Systems and Processes
  3. Common Chart of Accounts

Common Chart of Accounts

FMM - Training and Office Hours

Training Schedule

  • Understanding the Common Chart of Accounts (E-learning)

Office Hours - July thru September

  • Tuesdays, 11 am - 12 noon (Zoom Link)
  • Wednesdays (starting 7/9), 10 am - 11 am (Zoom Link)

 

Guides and Resources

  • CCOA Segment Design and Definitions
  • FRU Organizational Hierarchy Diagram
  • Purpose Code
  • Award and Purpose Code Combinations
  • 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

Subscribe to our email list to automatically receive updates when new content is added!
Contact Us

Office of Financial Training
Santa Barbara, California 93106

Additional Links

Office of Financial Training Email List

Financial Management Modernization Project

Business and Financial Services

UC Santa Barbara Policies

Contact Us

Copyright © 2025 The Regents of the University of California. All Rights Reserved. Terms of Use Accessibility