Add, Inactivate, or Change:
ChartField2

ChartField2 is an optional field for use by departments to classify transactions. Length in BFS is 5 characters, where the two characters are the departmental prefix. The field can be alphanumeric, and is set up and maintained by the department.

ChartField2 is used to track activities which cannot be captured in the other chartfields (Dept ID, Fund, Account, etc.). Many research departments use ChartField2 to identify Principal Investigators (faculty members) for grants. In addition, ChartField2 is often used to track costs (and revenues) for conferences, special events, publications, etc.

Attributes: As of 12/16/13, all CF2 values must have an Attribute. Attributes are selected from a pull-down list; the attribute PI/FACULTY also requires an Attribute Value to identify a specific faculty member. Attributes primarily relate to tracking Contracts and Grants (C&G) and faculty-managed balances, but are not restricted to those uses.

Attribute

Definition of this Attribute code

note

COST SHARE

cost share

FABRICATION

fabrication

FUND YEAR

funding period

NON C&G ATTRIBU

This CF2 is not used for C&G funds

PI/FACULTY

PI/Faculty/Collaborator

When PI/FACULTY is selected an Attribute Value must also be selected – click the Lookup icon in the Attribute Value field and select the name/employee ID for the individual this CF2 value describes.

PROGRAM INCOME

program income

TASK/DELVR/PHA

task/deliverable/phase

NONE OF ABOVE

none of the others for a C&G fund

Training Resources

User Productivity Kit

Quick Reference Guides

back to How to Update ChartField Values