Below is an archive of all Chart of Accounts Redesign project communications and publications.
Business Matters Articles
Business Matters is the news feature of OHIO Finance.
- December 2017 - Using Finance Lookups to find new Object Codes
- December 2017 - New Chart of Accounts available
- December 2017 - How to access FMS Reports and FA View during system downtime
- December 2017 - Financial System Enhancements conversion progresses
- December 2017 - Chart of Accounts conversion begins
- November 2017 - PCard purchases allowed through the Office Depot business account from November 28 until December 12
- November 2017 - BobcatBUY and Concur unavailable
- November 2017 - FSE - Conversion Tools Available in OBI
- November 2017 - System downtime planned to enable Financial System Enhancements (FSE) conversion
- September 2017 - Financial System Enhancements Highlight: Chart of Accounts structure, segments, and the object segment
- September 2017 - Financial System Enhancements Highlight: Financial Approvers Tool (FARM)
- September 2017 - Financial System Enhancements launch moved to December
- August 2017 - FSE Highlight: COA structure for Grants Accounting
- August 2017 - FSE Highlight: Using new Chart of Accounts strings in third party systems
- August 2017 - Financial System Enhancements: Training schedule and readiness
- July 2017 - Financial System Enhancements - Major Project Milestones and Segment Highlights
- June 2017 - Financial System Enhancements - HR Dashboard Release and Upcoming Training
- May 2017 - Financial System Enhancements - HR Dashboard Release and Upcoming Training
- April 2017 - Financial System Enhancements - COA Structure and Entity Segment Highlight
- March 2017 - Financial System Enhancements - Enhanced Reporting Dashboards
- February 2017 - Financial System Enhancements - Major Milestones
- January 2017 - Financial System Enhancements - Go-Live and Impacts
- December 2016 - Financial System Enhancements - Progress Continues
- November 2016 - Financial System Enhancements - Campus Pulse Survey Results
- October 2016 - Financial System Enhancements - Launch delayed due to campus feedback
- September 2016 - Financial System Enhancements - Campus Support Activities & Reporting
- August 2016 - The Chart of Accounts & Financial System Enhancements
- July 2016 - Campus Partners Support the COA Redesign and other Financial System Enhancements
- June 2016 - The Chart of Accounts Redesign - Activities for Spring 2017 Go-Live
- May 2016 - The Chart of Accounts Redesign - Mapping Continues
- April 2016 - The Chart of Accounts Redesign - Mapping
- March 2016 - The Chart of Accounts Redesign and the Evolution of the Segment Structure
- February 2016 - The Chart of Accounts Redesign project progresses
- January 2016 - Chart of Accounts Redesign Project and the Grants Module
- December 2015 - Chart of Accounts Redesign Project - Campus Involvment
- November 2015 - Chart of Accounts Redesign - Design Phase
- October 2015 - Chart of Accounts Redesign - The Results Are In
- September 2015 - Chart of Accounts Redesign Project
- August 2015 - Chart of Accounts Redesign Project
- June/July 2015 - Chart of Accounts Redesign Project
Compass Articles
- FSE - HR Dashboard release and planned training - 6/13/2017
- FSE - COA structure and segment definitions - 4/10/2017
- FSE reaches major project milestones - 2/7/2017
- Financial System Enhancements impacts and go-live - 1/17/2017
- Results of FSE Pulse Survey and Awareness session evaluation - 11/15/2016
- FSE Project Launch Delayed Due to Campus Feedback - 9/20/2016
- Campus Pulse Survey & Awareness session evaluation available - 8/31/2016
- Financial System Enhancements Awareness Sessions scheduled - 7/13/2016
- Chart of Accounts- Activities for Spring 2017 Go Live - 6/15/2016
- Excel Training Survey Results and Training Scheduled - 4/27/2016
- Chart of Accounts Redesign Mapping Approach - 4/13/2016
- Plan Developed for Campus Training Needs - 3/16/2016
- The Evolution of the New Segment Structure - 3/16/2016
- The Chart of Accounts Project Progresses - 2/18/2016
- Chart of Accounts Redesign and the Grants Module - 1/21/2016
- Campus Involvement in the Chart of Accounts Redesign - 12/10/2015
- Chart of Accounts Redesign: Design Phase - 11/12/2015
- Survey Results for COA Redesign Available - 10/15/2015
- COA Redesign is Underway - 9/16/2015
Business Forum Presentations
The Business Forum is a bimonthly meeting sponsored by Finance and Administration to share information about the work being undertaken and accomplished by the various campus partnerships, including Partner Groups, Work Groups, and Advisory Groups. These forums offer an opportunity to share information and enhance communication with employees who have business and financial responsibilities at the University. If you do not currently receive email invitations to the quarterly Business Forum, contact finadmin@ohio.edu .
- February 2017 Business Forum Presentation [PDF]
- November 2016 Business Forum Presentation [PDF]
- August 2016 Business Forum Presentation [PDF]
- May 2016 Business Forum Presentation [PDF]
- February 2016 Business Forum Presentation [PDF]
- November 2015 Business Forum Presentation [PDF]
- August 2015 Business Forum Presentation [PDF]
RC Strategy Presentations
Regular updates regarding the COA project are presented at the RC Strategy meetings.
- Summarization of the June 2015 RC Strategy Meeting [PDF]
- October 6, 2015 - COA Campus Users - Input on the COA Structure [PowerPoint]
- November 18, 2015 - RC Strategy Presentation [PDF]
- January 2016 - RC Strategy & RC Technical Presentation [PDF]
- February 16, 2016 - RC Strategy Presentation [PDF]
- March 24, 2016 - RC Strategy Presentation [PDF]
- May 26, 2016 - RC Strategy Presentation on Financial Approvers [PowerPoint]
- July 26 - August 8, 2016 - Grants Accounting Module Demo Presentation [PDF]
Send questions, feedback, and input to coa@ohio.edu