Account Setup

In order to charge the costs of a clinical trial appropriately, an account—known as a chartfield—must be established in the university’s financial tracking system. CCD grants and contracts assistants (G&CAs) set up the accounts and notify the PI, department and financial personnel of the appropriate tracking numbers. Each chartfield includes at least one “speedtype” or abbreviated tracking number to be used by department financial personnel when charging expenses to an account.

If work is to be performed at a site outside the university, a purchasing contract may also be set up, and any purchase orders to that site will be issued against the purchasing contract.

Have questions about account setup? Contact your G&CA.