Chart of Accounts (COA), Finance

Chart of Accounts (COA), Finance

Forms & PTAEO Definitions

For a list of all the PTAEO Forms please see PTAEO Management Forms.

The COA contains five segments: project, task, award, expenditure type, and organization. The order in which they fall creates the acronym PTAEO.

  • Project indicates the activity for which the money is used.
  • Task is a subset of project, and is used to identify components of the project.
  • Award indicates where the money comes from.
  • Expenditure Type indicates the category of an expense or revenue.
  • Organization indicates who uses the money.
Project Task Award/Source Expenditure Type Organization
About Project About Task About Award/Source About Expenditure Type About Organization
Project Attributes Task Attributes Award Attributes Expenditure Type Attributes Organization Attributes
About Operating Projects Task Worksheet Linkage New/Modification Request Expenditure Types by Journal Category New/Modification Request
Project/Award & Project/Org Linkages Full Expenditure Hierarchy
Functional Classifications List of Expenditure Types & Descriptions
Project – New Request New! Expenditure Types added during FY 2010
      Expenditure Type Request Form  

Last Updated: August 10, 2009 (kp).