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