Add or Modify PC ChartFields (90.1.4)
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Add or Modify PC ChartFields (90.1.4)
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Business Process Overview
Florida PALM Project Costing module consists of additional Project Specific ChartFields that can be used on a transaction to further classify and categorize a project transaction. These fields include Project Activity ID, Project Source Type, Project Category, and Project Subcategory. Users will use these and other Project Costing specific fields, to report on Project budgets, costs, and revenue. While at least one Activity is required to be established for each Project, the Project Source Type, Project Category, and Project Subcategory are optional.
Business Process Diagram
Business Roles
The Business Process Flow Diagrams use horizontal swim lanes to depict where activities are performed by different parties or systems. Each swim lane is titled with a role, either agency-based or within DFS, and in some cases, are representative of an external entity or system. The swim lanes may change from page to page within a single business subprocess as more or fewer roles are required to execute sections of the business subprocess.
- Agency PC Maintainer: agency role responsible for reviewing and approving a Project’s budget and establishing optional Project Costing ChartField values.
Business Process Flows Details
The tables below describe steps in each business subprocess as reflected on the Business Process Flow Diagrams. The tables also reflect information associated with each step describing the intent of the specific process. Florida PALM screenshots are included within the sections to allow connections to be made from specific business subprocess steps to screens within Florida PALM. This information should be read in conjunction with the Business Process Flow Diagrams.
Process Step ID | Process Step Title | Description of Process |
|---|---|---|
1 | Record New PC Source Type Value | The Agency PC Maintainer will work with various program and accounting staff to determine a need for a new PC ChartField value (see figure 8). Note: PC ChartFields are useful elements that the agency may use to identify lower level details within a project that must be captured at a transactional level. However, each agency is responsible for developing policy and procedures to utilize each data element consistently across all projects within the Agency. |
2 | Record PC Source Type Description | On the PC Source Type Value, the Agency PC Maintainer will include a description to define the value and what it represents. |
3 | PC Source Type Created | Upon saving the page, the value is saved and is available for use on project related transactions. |
4 | Record New PC Category Value | If the need is for a new PC Category, the Agency PC Maintainer will add the value on the “Add a new Value” tab (see figure 9). |
5 | Record PC Category Description | On the PC Category Definition page, the Agency PC Maintainer will include a description to define the value and what it represents. |
6 | PC Category Created | Upon saving the page, the value is saved and is available for use on project related transactions. |
7 | Record New PC Subcategory Value | If the need is for a new PC Subcategory, the Agency PC Maintainer will add the value on the “Add a new Value” tab (see figure 10). |
8 | Record PC Subcategory Description | On the PC Subcategory Definition page, the Agency PC Maintainer will include a description to define the value and what it represents. |
9 | PC Subcategory Created | Upon saving the page, the value is saved and is available for use on project related transactions. |
Record New Source Type
Record New PC Category
Record New PC Subcategory
Accounting Events
The accounting and budget events associated with this Business Process are cataloged in the Accounting and Budget Events Inventory. Each event in the BPM flow includes a unique Accounting Event ID, which links directly to a corresponding entry in the Accounting and Budget Events Inventory. This inventory provides detailed information on the accounting treatment and budget impacts of each event, including associated journal entries, ChartFields, and relevant modules. Agencies should reference the Accounting and Budget Events Inventory for a comprehensive view of how each accounting event is handled in Florida PALM.
Reports
Key Reports are displayed as icons with the Report Number on this Business Process. The table below provides the reports identified to be produced at a particular process step or is used to support the completion of a process step.
Report Number | Report RICEFW ID | Report Description | Report Source | Report Frequency | Audience |
|---|---|---|---|---|---|
N/A | N/A | N/A | N/A | N/A | N/A |
Interfaces
The table below provides the Interfaces identified on the Business Process.
Interface Number | Interface Description | Interface Frequency | Source | Target |
|---|---|---|---|---|
N/A | N/A | N/A | N/A | N/A |
Forms
The table below provides the forms identified on this Business Process.
Form Number | Form Description | Audience |
|---|---|---|
N/A | N/A | N/A |
Workflows
The table below provides the workflows identified on this Business Process.
Workflow Number | Workflow Description | Audience |
|---|---|---|
N/A | N/A | N/A |
Version History
Date | Revision Description |
|---|---|
06/27/2024 | Original Version |
| 05/15/2025 | Administrative updates to apply the following changes based on narrative update dated 04/29/2025: Updated Accounting Entries section per new standard. |
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