Process and Forms Page Title

UHD Process for Cost Center or Chartfield Value Action

Types of Cost Center Action

• Create a new Cost Center with a new Program code

  • Chartfield Action Cost Center (Excel)
  • Chartfield Action Program Code (Excel)
    
    
• Create a new Cost Center with an active Program code

  • Chartfield Action Cost Center (Excel)
    
    
• Deactivate a Cost Center/Program
  • Chartfield Action Cost Center (Excel)
  • Chartfield Action Program Code (Excel)
    • Deactivation Requirements:
      1. No current fiscal year transaction/budget (1074, Sec.1), and
      2. No current fiscal year balances in Assests/Liabiities/Fund Equity (1074 Sec. 6)
         

Types of Chartfield Value Action

• Change Program code title (changes cost center title)

  • Chartfield Action Program Code (Excel)
• Create new Department value (Dxxxx)

  • Chartfield Action: Department (Excel)
• Change Department title

  • Chartfield Action: Department (Excel)
• Create new Project value (Pxxxxxx or Gxxxxxx)

  • Chartfield Action: Project/Grant (Excel)
• Change Project value details
  • Chartfield Action: Project/Grant (Excel)
    
    

Department Submission Steps

1. Complete the appropriate cost center/chartfield value form in Excel format
2. Obtain appropriate approvals within college/division
   1. Approval can be via email
   2. Sognature approval can be on action form in Excel format
   3. Signature approval can be on form in PDF format
3. Compile supporting documentation (e.g., emails, agreements, contracts, 1074 reports)
4. Email completed form (PDF and Excel formats) and supporting documentation to the Budget Office
   
   

Budget Office Steps

1. Review form(s) and supporting documentation submitted by department
2. When necessary, Budget Office will request clarification and/or additional information from department
3. Attach supporting documentation (e.g., emails, agreements, contracts, 1074 reports)
4. Email completed form (PDF and Excel formats) and supporting documentation to the Budget Office