Org Node and Chartstring

Chartstring

A combination of data segments that provides necessary information for financial management and budgeting. In the context of travel, the chartstring indicates where the expenses should be charged.

If you don’t know the chartstring to use when requesting a Direct Bill ID or a travel reimbursement, please contact your manager, department budget officer, or research administrator.

A complete chartstring includes:

Business Unit

• The Business Unit or BU will either be 10000 for the Berkeley campus or J0000 for UCOP activity administered on the Berkeley campus financial records and general ledger

Account Code

• In the context of travel, this field describes the nature of the expenses

Fund

• The source or type of money

Dept ID (Department ID)

• The cost center where the expenses will be charged

Function

• Used to report the broad category of functional activity that incurred the expense

Chartfield 1

• Department defined field for reporting
• For contract and grant funds, chartfield 1 is used to track a task, deliverable, or fabrication

Chartfield 2

• Department defined field for reporting
• For contract and grant funds, chartfield 2 must be used to identify the principal investigator or faculty lead for the budget

For Contract and Grant funds, there are three additional segments:

PC BU (Project Costing Business Unit)

• If the general ledger business unit is 10000, the PC BU is GM100
• For J0000, the PC BU is GMJ00

Project

• A defined body of work

Activity

• The funding period(s) mandated by the sponsor

Please refer to the Chartstring page for more information.