COA - Trees
In PeopleSoft (PS), trees are used to represent hierarchical relationships. The UofA uses trees in PS Financials primarily to create groupings of ChartFields for reporting; however, PS trees are also used in other systems, such as uPlan.
To view trees, the navigation in PeopleSoft Financials is as follows:
Main Menu/Tree Manager/Tree Viewer - enter tree name and click on tree name with the current fiscal year
The following is a list of COA trees that are commonly accessed by PS Financials users.
TREE NAME |
PURPOSE |
COA_ROLLUP_ORG |
Used in some nVision layout scopes. Departments are grouped together and nVision reports may be run based on nodes in the tree. |
COA_DEPT_DETAIL |
Used primarily in uPlan; nVision layouts will transition to this tree over time. All departments are listed (i.e. not in ranges). |
DEPTID_BUD_OWNER |
Demonstrates the one-over-one relationships between parent and children departments. This information can also be obtained by running the AAA_CF_ORG_BUDGET_OWNER query. |
COA_ROLLUP_PROGRAM |
Used in some nVision layout scopes. Programs are grouped together and nVision reports may be run based on nodes in the tree. |
COA_PROGRAM_DETAIL |
Used in uPlan. Only budgeted programs are included in this tree, and are grouped by Faculty/Unit. All programs are listed (i.e. not in ranges). |
COA_ROLLUP_ACCOUNT |
Used for nVision reporting. Accounts are grouped together by category. |
COA_ACCOUNT_DETAIL |
Built for uPlan; nVision layouts will transition to this tree over time. All accounts are listed (i.e. not in ranges). |
Last Update: July 2017