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Northwestern University

Activate and Deactivate Chart Strings

Request a new designated (Fund 171) chart string

WCAS department administrators may request designated (fund 171) project IDs in instances where it is necessary to track funding and expenses related to a particular use within NUFinancials. Examples of funding that may necessitate designated projects* include:

Please follow the steps below to set up a new chart string:

  1. Prior to requesting a new project ID, verify that one does not already exist for the same purpose on the Financial Operations website.
  2. Complete the Chartfield Project ID Request Form:
    NUPortal -> Financial -> Resource Forms -> Chartfield Request Form -> Project ID
  3. Scan and send the completed form to Darryl Robinson (darryl.robinson@northwestern.edu) for Dean's Office approval. Joshua will review and forward the form to Accounting Services. Email confirmation will be sent once the project has been activated.

* Notes

Deactivate a designated (Fund 171) chart string

WCAS deactivates projects that are no longer being used on a monthly basis at the request of department administrators. Please follow the steps below to request a deactivation:

  1. Projects must have a balance of exactly $0.00 at the time they are deactivated. Verify that the project balance is $0.00 by running a Cognos GL068 or GL005 report.
  2. Complete the Chartfield Project ID Deactivation Request Form:
    NUPortal -> Finance & Budget -> Resource Forms -> Chartfield Request Form -> Project ID
  3. Scan and send the completed form to Darryl Robinson (darryl.robinson@northwestern.edu) for Dean's Office approval. Joshua will review the form and forward it on to Accounting Services. Email confirmation will be sent once the project has been activated.

Note

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