Chartfields
Contrary to popular belief, chartfields do not exist solely to confuse principals and secretaries. Chartfields encapsulate the accounting structure PPS uses. They are based on the State Chart of Accounts and are required for use in reporting to the State of Oregon. When used consistently and appropriately, chartfields give the District the ability to complete meaningful and useful reports for both internal and external needs.
An accurate chartfield tells us just about everything we need to know about the resources being used at your school, whether it be a teacher, a contract service, or a pencil. See the following list of chartfield elements and the concepts they describe.
- Fund: the monies being expensed (General Fund, Grant Funds, or Other Funds)
- Department ID: the operational unit where the expenditure is made
- Program: the activity or function performed (e.g., instruction, counseling)
- Class: the type of instruction provided
- Account: simply, the type of expenditure (e.g., salaries, supplies)
- Project/Grant: the specific monies being expensed
- Budget Period: the year of the expenditure
