Create, modify, or inactivate ChartFields to help track available funds, projects and transactions for your unit.
When you need help with ChartFields, please call 734-615-2000, press 3, press 4 or email us -accountingcustomerservice@umich.edu.
Once you submit your ChartField request it can take up to 48 hours for data to refresh and show up in university systems such as Concur or Business Objects.
ChartField Maintenance Categories
Sponsored Funds- Sponsored Project/Grant for a specific research pool of money or activity. Please click here.
Non-Sponsored Project/Grant for a specific pool of money or activity. This request defaults to opening both, but single requests can be selected.
Project Grant (Non-Sponsored) and Shortcode Request
Project Grant (Non-Sponsored) Multiple Request (XLS)
ShortCode Multiple Request (XLS)
When you need help with a Non-Sponsored Project grant ChartField, please email us – accountingcustomerservice@umich.edu
Department ID and/or contacts, representative of an academic or administrative unit.
Program representative of an additional reporting field for a department.
Program Multiple Request (XLS)
A six-digit code to classify the type of transactions that post to ChartFields on the Income Statement & Balance Sheet.
Endowment-related investment fund.
Available Accounting Training
The Shared Services Center offers two training courses related to the ABC’s of Accounting to help you increase your understanding of the various funds that make up the general ledger, revenue and expense types, class codes, and more.
You can register for an upcoming session using the folloiwing links:
Session 1: ABCs of Accounting – AC100 (Chartfield Overview)
Session 2: ABCs of Accounting – AC200 (Revenue/Expense Types & Journal Entry)
Please email us – accountingcustomerservice@umich.edu to find out when the next course is available.
Additional Resources
Contact the following SSC partners if you need further assistance:
Account & Class Code Support
Contact Financial Operations Reporting
734-764-6752
finrpts.staff@umich.edu
Endowment-Related Support
Contact Financial Operations Accounting
734-763-4163
EndowmentFundStaff@umich.edu
Sponsored Project Support
Contact the Office of Sponsored Programs
sponsoredprograms@umich.edu
