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Chart of Accounts Change Request

Description: 

Request to Add, Modify, or Deactivate Chart of Accounts values for Financial/HR Unit, Account, Program, Project (servicable projects only), Physical Location, and SubActivity segments.

Requests to Add, Modify, or Deactivate Extramural or Capital project types should be submitted via the New PPM Project Setup request. Requests to create new or modify existing Fund values should be submitted via the Chart of Account FUND ONLY Request.

This request provides services for the listed project types. Please review the UCM Project Definitions Listing for guidance on determining which project type is designated for specific tracking needs.

Internal Fund Management

  • Chair Project Setup Request
  • Fellowship Project Setup Request
  • Incidental Project Setup Request
  • Institutional Project Setup Request
  • Internal Project Setup Request
  • Retention Project Setup Request
  • Senate Project Setup Request
  • Service Agreement Project Setup Request
  • Start Up Project Setup Request
Who can request for this Service?

Staff and Faculty with an active UC Merced net ID may submit the request.

What can I expect after submitting this request?

The request will be reviewed by Financial & Accounting Services to determine appropriate unique value number, value description, and reporting hierarchy in the Chart of Accounts. Submitters are required to provide adequate supporting documentation and approvals. All requests are subject to COA governance committee review and approval.

COA governance committee consists of the following units:

  • Financial & Accounting Services
  • Project Portfolio Financial Management (PPFM)
  • Financial Planning & Analysis (FP&A)
  • Financial Systems Support (FSS)
  • Procurement
  • Travel & Expense Management
  • Treasury & Banking
  • Student Business Services (SBS)

The requests will be processed within 7-10 in business days.

What are the operating hours for the service provided?

Support for this service is provided during standard operating hours: 8:00 a.m.-5:00p.m., Monday through Friday.

How do I Stop or Change this Service?

If you no longer want to proceed with the ticket requested, request the ticket be closed in the comment section. Include a brief explanation for future references.

Additional Resources