Chart1

Chart1

Chart1 dimension represents the Chartfield1 used in BFS and Cal Answers Financials.

  • Chart1 members are prefixed with a C1.
  • In CalRptg, all Chart1s are available for reporting on actual data.
  • For planning, CalPlan includes a subset of Chart1s originally identified by campus leaders for planning.
  • Most planners on campus use C1_Summary for planning; it is the only Plan Only member in the Chart1 dimension.
  • Some planners have utilized individual Chart1’s for planning.

Best Practice

If you are not reporting on an individual Chart1, we suggest selecting Total_C1 in your report settings. All data is aggregated and visible at this level in the hierarchy.

Chart1 dimension

Requesting new Chart1 members to plan in CalPlan and HCP

To have Chart1s added to CalPlan/HCP for planning, submit a Help Desk ticket by the Cut-Off: Review and Approve All Online Financial Journals and Temporary Budget Journals date listed on the  Monthly Close Schedule.
They will be added on the Final Month-End Actuals Data in CalPlanning Planning Application date on the schedule.

Next Topic: Running a Report