How do I set up ChartField values?

The New ChartField Value Request Form is designed as an Excel spreadsheet. There is one page for each ChartField segment (i.e., organization, fund, account, program, project) that is centrally maintained. The spreadsheet may be completed and sent to as an attachment to an e-mail message. This message must be sent to Accounting from the e-mail account of the Senior Fiscal Officer or the Chartfield Approver.

Financials Access Request form must also be completed when creating a new Organization value.