Chart of Accounts (COA), Finance

Chart of Accounts (COA), Finance

Roles and Responsibilities

The table below shows the individual or organization responsible for requesting and establishing new projects, tasks, awards, expenditure types, and organizations.

Projects & Tasks
Required Action Responsible Individual or Organization
Request a new or modification to an existing project, request a new or modification to an existing task Authorized administrator
Enter a new or modify an existing project or task in OGM
Awards
Required Action Responsible Individual or Organization
Request a project award linkage Authorized administrator
Create new awards in OGM or establish/maintain project award linkage
  • Sponsored: Grants & Contracts Administration (grants@yale.edu)
  • Operating (General funds): General Accounting (ga.ogm@yale.edu)
  • Expendable gifts and endowments: Funds Management 432-1335
Expenditure Type
Required Action Responsible Individual or Organization
Request new expenditure type Authorized administrator
Create new expenditure type General Accounting
Organizations
Required Action Responsible Individual or Organization
Request new organization and related parents, modify an organization parent or name, request a new or modify an existing project organization linkage Authorized administrator
Establish new organizations and parents in system, modify organization and/or parents General Accounting
Establish new or maintain existing project organization linkages General Accounting

Last Updated: June 26, 2009 (jp).