Welcome to the Aggie Enterprise Resource Library!
Here you will find a variety of materials such as slide decks, handouts and reference guides to help navigate the Aggie Enterprise project. Check back often as more resources are added in preparation for go-live on January 1, 2024.
Click on the links below to download the resources.
Project Overview
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Title |
File Format |
Description |
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Aggie Enterprise Overview (Updated Jan. 2023) |
PPTX |
The Aggie Enterprise Overview slide deck provides an introduction to the project goals, scope and timeline. Please contact the CCT team to schedule presentations on special topics. |
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Aggie Enterprise Project Overview Quick Reference Guide (Updated Dec. 2022) |
The Aggie Enterprise Project Overview Quick Reference Guide provides key information about what is changing, why it's changing, and who will be impacted. | |
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Web |
The Aggie Enterprise glossary supports a shared vernacular and understanding of the change. |
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Guiding Principles Handout (Updated Dec. 2022) |
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The Guiding Principles are foundational values and priorities that will be referenced throughout the course of the project when evaluating key decisions. |
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A checklist of activities that individuals can begin today in order to prepare for Aggie Enterprise. |
Chart of Accounts
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Title |
File Format |
Description |
| Chart of Accounts Resource Guide (Updated January 2023) | Brings all Chart of Account resources together in a single place in the recommended order for reviewing. | |
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Chart of Accounts Quick Reference Guide (Updated April 2022) |
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The Chart of Accounts Quick Reference Guide provides the definition and purpose for each segment, creating a common language for all financial transactions. |
| FAU to CoA Mapping Quick Reference Guide (Updated August 2022) | The FAU to CoA Mapping Quick Reference Guide provides high-level details of how current FAU values translate to the new Chart of Accounts. | |
| CoA Baseline Value Tables | Excel | The CoA Baseline Value tables provide the current list of Chart of Accounts values, organized by segment. Note: the full list of values is still in development in collaboration with units across UC Davis. |
Project Portfolio Management (PPM) and POET(AF)
| Title | File Format | Description |
|---|---|---|
| PPM and POET(AF) Quick Reference Guide (Updated October 2022) | The PPM and POET(AF) Quick Reference Guide provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts. | |
| mp4 | An informal demonstration of how you might use the PPM module to track graduate student awards using Department Projects. (Duration: 34:53) | |
| Using PPM to Track Course Expenses | mp4 | An informal demonstration of how you might use the PPM module to capture detailed costs by course using Department Projects. (Duration: 54:53) |
| Using PPM to Track Faculty Recruitment Costs | mp4 | An informal demonstration of how you might use the PPM module to track costs associated with faculty recruiting using Department Projects. (Duration: 40:21) |
| Using PPM to Track Faculty Projects | mp4 |
An informal demonstration of how you might use the PPM module to track faculty managed resources (e.g. Start-up funds) using Faculty Projects. (Duration: 40:27) |