CHRS Knowledge Base

Review ChartField Values

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Overview

This job aid shows campus users how to review chartfield values as part of the Labor Cost Distribution (LCD) process.

Background

Specific Chartfield values—Account, Fund, Class, Program, and Project—must be made directly in CFS, which serves as the system of record for these values. Once updated in CFS, the changes will automatically flow into CHRS through Asynchronous integration.

Other ChartField values, such as Department, must be created in both CFS and CHRS since there is no integration between the two systems for these values.

Review ChartField Values

Step 1: Open the Navbar button.

Navbar button

Step 2: Navigate to Menu > Set Up HCM > Common Definitions > ChartField Configuration > ChartField Values

Step 3:  Select one of the following values:

  • Account
  • Fund
  • Class
  • Program
  • Project
  • Department

Step 4: Enter SetID and other applicable fields, then click Search.

Search fields

Step 5: Review the value.

Chartfield Value display

End of Article

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