Add or Modify PC ChartFields (90.1.4)
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Add or Modify PC ChartFields (90.1.4)

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Article summary

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 Process Diagram for 90.1.4 Add or Modify Project-Related Chartfield Values

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 Maintaineragency 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

Graphical user interface, application  Description automatically generated

Record New PC Category

Graphical user interface, application  Description automatically generated

Record New PC Subcategory

Graphical user interface, application  Description automatically generated

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

05/15/2025Administrative 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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