Account Structure: Chart of Accounts
The structure of account names and numbers used at Stanford to classify and record financial transactions
Start here if you are new - Introductory information to help you get started:
Step-by-step instructions for chart of account-related tasks:
- Identify Project, Task, Award (PTA)
- Request New PTA
- Request Change to Existing PTA
- Request New Expenditure Type or Object Code
Condensed policy information related to account structure: chart of accounts:
- Use of PTAs
- Use of Restricted Funds
Links, tools and reference materials related to account structure: chart of accounts:
- PTAEO and PFOO Defined
- Expenditure Type Query
- Fund Title Query
- University Org Hierarchy
- Oracle Authorized Approver Hierarchy
- PTA Attribute & Definitions (for use when requesting a new PTA)
- Expenditure Type Definition & Rules
- Service Type Attribute Matrix
- Award Types & Purposes
- Award Range Table
- Project Types & Definitions
- Object Code Listing
- Related Reports
- Guide for Changing/Correcting Owning Organizations
Downloadable and online forms related to account structure: chart of accounts:
- PTA Request Forms:
- Sponsored Research PTA Request Forms (multiple varieties on Office of Sponsored Research website)
- Form 1 (Capital Projects requiring a jurisdictional permit and plan check)
- Capital Projects PTA Request (when Facilities Form 1 is NOT required)
- Request for Establishing a New Service Center
- Fund Accounting PTA Request (for Other Designated, Operating Budget, Expendable or Endowment Gift PTAs)
- PTA Role/Owning Org Update Form
- Request New Expenditure Types or Object Codes
Online tutorials, classroom training, and related materials:
- ORA-1101: Cost Policy and Chart of Accounts