Chart: What do we need to setup a new unit with Chart? What are the roles in the app?
setup a new unit with Chart
Please provide your 3-digit org code and who you would like to have manager/viewer access.
Download the attached ChartOfAccountsImportTemplate and populate it with information specific to your org.
Email this information and any questions you have to engrit-apps@illinois.edu. Engineering IT will contact you shortly after the information is received.
Download the attached ChartOfAccountsImportTemplate and populate it with information specific to your org.
Please provide who should have access to the system. Roles are explained below:
- Owner This
is the individual responsible for the Fund and designated to receive
approval requests from apps that support them (including Purchasing,
Travel, & Appointments).
- Example: Unit Executive
Officer for State funds, PI for Grant funds.
- Approver This individual is delegated expense approval authority
from the Owner.
- Example: Dept Business
Managers for State or ICR funds, Co-PI for Grant funds, funded faculty on
Grant funds using Activity Code sub-budgets.
- User These individuals have been authorized by the Owner or
Approver to spend on a particular CFOP(A).
- Example: Grad Students
or Postdocs on Grant funds, responsible staff on Self-supporting funds.
- Accountants &
Statement Viewers
Email this information and any questions you have to engrit-apps@illinois.edu. Engineering IT will contact you shortly after the information is received.