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The new Chart of Accounts is live

Jul 21, 2020

We reached an important milestone for Pacific’s new Chart of Accounts (COA). The old chart structure, in use since 1993, was replaced with our new Chart “T” (T for TIGER) on July 1, 2020. From now on, month-by-month as we enter data in the new Chart, we will begin to experience the benefits of more meaningful financial information (greater data detail and improved reporting), speed (simpler ways of getting more discrete and more easily aggregated data) and capability (chart flexibility and adaptability). Throughout the coming year there will be more reports developed and more functionality added. The COA SharePoint Community site will continue to be regularly updated with our latest plans and progress.

The COA team is here to support you through this change. We know that it will take all of us time to adjust to the new ways of working with Chart T. The team has four support options to get you up and running as quickly and easily as possible:

Ask an Ambassador

We trained 70+ Change Ambassadors in April and gave them access to a test version of the chart for four weeks. Check out this list to find your local representative. You can ask them any questions specific to your area.

Email COA Support

Through August 7, we have a special “Support Tiger Team” staffed by chart team members and business experts. When you email COA@Pacific.edu, we will log, review, route and resolve any issues. This is the best way to track and respond to your issues and questions during the busy fiscal year-end process. Just email us with the details of your issue and we’ll get started on the resolution. 

Office Hours

Twice each week, we’ll have a virtual Chart Chat session for 30 minutes. You’ll hear a summary of the most recent common issues and can ask questions or discuss any non-urgent issues. You can join for five minutes or the whole session. The sessions are Wednesdays at 3:30 p.m. and Thursdays at 9 a.m., through August 9. Add these sessions to your calendar.

Training & Self-Service Resources

Over 80% of Banner Finance users attended training. If you haven’t signed up or want to go again, we have class options available in July, August and September:
1) 30-minute class intended for university leaders and report viewers. 

2) 140-minute detailed class required for all Banner Finance users and strongly encouraged for others.

We also added two new videos and will continue to add handouts and FAQs to the Training Resources page on our COA Community SharePoint site. Please take a few minutes to check it out.

There are a lot of people to thank for the success of this project—over 100 who directly contributed to our rollout. Here is a list of the entire team. We’ve also put together an infographic that shows more about our Chart story and the effort involved.

We want to especially thank Audrey George, associate controller, and Jonallie Parra, director of University Budget. These leaders, and their teams, sacrificed weekends and lost many hours of sleep making sure this project could go live while also fulfilling all their regular operational assignments. We also want to recognize Faye Snowden, our technology program manager. She organized, pushed, carried and supported the team from the start of the project through its launch and we couldn’t have gotten here without her.

If you have questions about the project visit the COA SharePoint Community Site or send an email to COA@Pacific.edu. Thank you, Pacific, for all you do and for supporting this incredibly important initiative!

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