Peoplesoft Chartfields are comprised of several distinct data fields that assist with the classification and tracking of all financial activity. Required data fields include Operating Unit, Department, Fund, and Class code.
The Financial Reporting Team maintains the University Chart of Accounts and can assist with the creation, modification, and/or inactivation of a chartfield. To learn more about Chart of Accounts and Chartfield structure, review the following resources:
The University receives funds from many different sources. The Fund Number in a chartfield
string represents the source of funding and allows the University to track revenues
and expenses related to that funding.
The First digit corresponds to the appropriate funding source.
Primary Revenue Sources: Student Tuition and Fees and State Appropriations
Type of Funding: Unrestricted
A funds do not maintain their fund balance at the end of the fiscal year. The balances are instead rolled up to the University and disbursed back to the operating units via the annual budgeting process.
Primary Revenue Sources: Student fees and auxiliary sales and services
Type of Funding: Unrestricted
Fund Groups:
- BD – Columbia Dining Auxiliaries
- BH – Health Center Auxiliaries
- BR – Student Housing Auxiliaries
Primary Revenue Sources: Student fees, athletics, auxiliary sales and services, and private giving
Type of Funding: Unrestricted
Fund Groups:
- CA – Columbia Athletic Auxiliaries
- CB – Bookstore Auxiliaries
- CD – Campus Dining Auxiliaries
- CP – Columbia Parking Auxiliaries
- CV – Vending Auxiliaries
- CZ – Commissions and Other Auxiliaries
Primary Revenue Sources: Student fees
Type of Funding: Unrestricted
Fund Groups:
- D01 – Student Life
- D02 – Campus Athletics
- D03 – Student Activities
- D04 – Other Student Services
- D05 - Fraternities and Sororities
- D09 – Student Government
- D20 – Study Abroad Programs
- DS2 – Sports Clubs
- DS3 – Undergraduate Student Clubs
- DS5 – Campus Activities
- DS6 – Graduate Student Activities
- DS7 – Law Student Activities
Most D funds have a USCSA project associated with it to separate out the specific student activity.
Primary Revenue Sources: Indirect costs generated from sponsored awards, and sales and services
Type of Funding: Unrestricted
Fund Groups:
- E0001 – E9999 - Non-project related
- EN1 – Magellan
- EN2 – Internal Grants
- EN3 – Startups
- EN4 – SPARC
- EN6 – ASPIRE
- EN7 – Incentives
- EN9 – Departmental Projects
- EQ – Spendable Quasi Endowment Funds
- EP – Spendable Permanent Endowment Funds
EN funds are internal projects (USCIPs). No new EN projects will be created. New internal projects are now set up as N funds.
EQ and EP funds have endowment projects attached to track individual endowments (USCEN).
Primary Revenue Sources: Federal sponsored awards, federal student aid, federal contracts
Type of Funding: Restricted – spending must occur align with federal grant/contract
Fund Groups:
- F1000 – Federal Sponsored Awards
- FAD – Student Direct Loans
- FAF – Federal Work Study
- FAI – Iraq & Afghanistan
- FAS – SEOG
- FAT – TEACH Grant
F1000 funds have a sponsored award project attached (USCSP).
Primary Revenue Sources: State sponsored awards, specific state appropriations
Type of Funding: Restricted – spending must occur align with state grant/contract
Fund Groups:
- G0L – State Lottery Technology
- G1000 – State Sponsored Awards
- GEC – Center for Education Partnerships
- GED – Colon Cancer Prevention
- GEE – Educational Policy Center
- GEG – Geographic Alliance
- GEM – Middle Grades Initiative
- GES – School Improvement Council
- GEW – Writing Improvement Network
G1000 funds have a sponsored award project attached (USCSP).
Primary Revenue Sources: Local sponsored awards, local contracts
Type of Funding: Restricted – spending must occur align with local grant/contract
Fund Groups:
- H1000 – Local Sponsored Awards
- H1100 – Local contracts
H1000 funds have a sponsored award project attached (USCSP).
Primary Revenue Sources: Commercial sponsored awards
Type of Funding: Restricted – spending must occur align with commercial grant/contract
Fund Groups:
- J1000 – Commercial Sponsored Awards
J1000 funds have a sponsored award project attached (USCSP).
Primary Revenue Sources: Philanthropic sponsored awards, philanthropic contracts
Type of Funding: Restricted – spending must occur align with philanthropic grant/contract
Fund Groups:
- K1000 – Philanthropic Sponsored Awards
- K2000 – K9999 – Philanthropic Contracts
K1000 funds have a sponsored award project attached (USCSP).
Primary Revenue Sources: Other restricted sponsored awards, other restricted contracts, endowment income for endowed chairs
Type of Funding: Restricted – spending must occur align with grant, contract or endowment
Fund Groups:
- L1000 – Other Restricted Sponsored Awards
- L1100 – L9999 – Other Restricted Contracts
- LP000 – Spendable Funds from Permanent Endowments
- LQ000 – Spendable Funds from Quasi Endowments
L1000 funds have a sponsored award project attached (USCSP).
LP000 and LQ000 funds have a endowment project attached (USCEN).
Primary Revenue Sources: Departmental funds set aside for specific purposes
Type of Funding: Unrestricted
Fund Groups:
- N1100 – Magellan
- N1200 – Internal Grants
- N1300 – Startups
- N1400 – SPARC
- N1500 – Bench
- N1600 – ASPIRE
- N1700 – Incentives
- N1800 – Excellence Initiatives
- N1900 – President’s Initiative
- N2100 – Departmental Projects
- N2200 – Strategic Initiatives
- N3000 – Program Income
All N Funds have an internal project number attached (USCIP).
Primary Revenue Sources: Concession activities
Type of Funding: Unrestricted
New R Funds must have Board of Trustee approval.
Primary Revenue Sources: Departmental funds, gifts
Type of Funding: Unrestricted
Primary Revenue Sources: State Lottery Funds, endowment income, restricted gifts
Type of Funding: Restricted
Fund Groups:
- SR100 – SR999 – Individual Private Scholarships
- SRG – CHE National Guard
- SRH – CHE Hope Scholarship
- SRL – CHE Life Scholarship
- SRN – CHE Need Based Scholarship
- SRP – CHE Palmetto Fellows Scholarship
- SRQ – Spendable Quasi Endowment Scholarship Funds
- SRP – Spendable Permanent Endowment Scholarship Funds
- SRT – CHE Lottery Tuition Assistance
SRQ and SRP Funds have a project number attached to track individual endowment funds (USCEN).
Primary Revenue Sources: Federal loan programs, institutional loan programs formed from private gifts
Type of Funding: Restricted
Fund Groups:
- TN – Institutional Loan Programs
- TF – Federal Loan Programs
Primary Revenue Sources: Private gifts and estates
Type of Funding: Restricted
Fund Groups:
- VPA – Permanent Athletic Endowments
- VPE – Permanent Operating Endowments
- VPN – Permanent General Endowments
- VPS – Permanent Scholarship Endowments
- VQA – Quasi Athletic Endowments
- VQE – Quasi Operating Endowments
- VQN – Quasi General Endowments
- VQS – Quasi Scholarship Endowments
Endowment funds have a project number attached to track individual endowments (USCEN).
Primary Revenue Sources: Capital reserve funds, appropriations, Board mandated fees, bonds, grants, gifts, departmental operating funds
Type of Funding: Can be Restricted or Unrestricted depending on funding source
Fund Groups:
- WR – Reserves
- W1000 – Construction Projects
- W2000 – Maintenance Projects
- W3000 – Summer Projects
W1000 funds have projects attached to track individual construction projects for capitalization (USCCP).
Primary Revenue Sources: Bond funds, departmental operating funds
Type of Funding: Restricted
Fund Groups:
- XP010 – Tuition
- XP015 – Tuition – Wellness Center Fee
- XP040 – Athletic Facilities
- XP080 – Housing
- XP083 – Bookstore
- XP090 – Facilities
- XP100 – Tuition Bonding
- XP210 - Parking
Primary Revenue Sources: Capitalized land, equipment, buildings, works of art, and intangibles
Type of Funding: Restricted
Primary Revenue Sources: Sales and services of fiduciary activities
Type of Funding: N/A
Z fund revenues and expenses are not reported on the University’s Statement of Activities since the transactions are not the Universities. The funds belong to outside entities, such as the Foundations, are the University acts as a fiduciary.
If you would like to review the existing chart of accounts and active chartfields, you can you use USC CoA Combos Inquiry page within PeopleSoft Finance.
Use this Job Aid to assist with the use of this feature:
PeopleSoft Finance has several helpful queries that can be used to view valid chartfield information. A listing of useful queries is provided below along with instructions on how to access and run them within PeopleSoft Finance:
If you need to request a new chartfield or a change to an existing one; fill out the below Chartfield Request Form and submit it to the cfmaint@mailbox.sc.edu mailbox. Don’t forget to include justification for the request and attach any needed additional documentation as required. Justification should include information regarding the source of funding and expected use (expenses) of the chartfield.
For new STARTUP (N1300) accounts; you must include a copy of the offer or commitment letter.
For new E Fund requests; you must fill out the E Fund Questionnaire.
For new Z Fund requests; you must fill out the Z Agency Fund Form: