Chart of Accounts (COA) Initiative

After working within the chart of accounts for more than a year, and hearing about the difficulties that you are experiencing with its use, we are exploring ways to improve the chart and how it is used.

We recognize that there are process improvements that can make the chart more user-friendly and better serve the University. These include better controls and education, guidance, support, and policies to ensure best use of the chart of accounts.                                                            

The goal of this long-term initiative is to improve how we support your operations by making the chart of accounts easier to use, ensuring the data are accurate and easily reportable across the University, and making certain that the project ledger interacts seamlessly with the general ledger.

We know there will be many questions about this initiative, and we want your voice in this process. Please reach out to members of the: Advisory Group, or Chancellor and central unit representatives, or the Budget Office at

To learn more about this project, please refer to the updates from our offices, and the resources on this page.