Summary
This article covers adding a new chartstring, both adding new fields to an existing line item chartstring and a completely new chartstring for an expense, in the Ananplan system.
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Overview
This article explains how to add a Chartstring to a line item budget in Anaplan. Both adding a completely new Chartstring and adding or changing values on an existing item are explained.
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The 04.02 Line-Item Budget Template - Expense page is displayed for your approved departments.
From here, you can review the existing charstring information, filter the chartstring view, add a chartstring, and add a new chartstring (full COA).
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To add new Account, OP Unit, or CF1 information to an existing Chartstring,
click the Add Chartstring (New Account, OP Unit, CF1) button.
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The Add Chartstring (New Account, OP Unit, CF1) menu is displayed.
To enter new Account information, click the Account Parent Exp field.
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The Account Parent Exp options are displayed, which are the first three digits of an account code.
Click the appropriate Account Parent Exp option.
Example shown here: 714-Supplies and Materials
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| Enter the appropriate information in the Account field. |
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To view all partial matches to the account code,
click the Show all option.
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All partial matches are displayed.
Click the appropriate Account option.
Example shown here: 7142012 S&M Lab Chemicals option
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Continue entering information in the Operating Unit and CF1 fields if required.
Once all information has been entered, click the Add Account checkbox.
Note: If you do not select Account Parent Exp information, a warning stating "The value entered is not valid" appears under the Account field. The new information can still be processed.
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To submit, click the Add Chartstring button.
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The Add Chartstring processing pop-up is displayed.
To view the process steps, click the Process steps link.
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The process steps are displayed.
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The new chartstring information is displayed along with a "Process Successful." message.
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Click the Close [X] button to exit.
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To add a full chartstring,
click the Add New Chartstring (Full COA) link.
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Enter the appropriate information in the D4 Dept field.
Example shown here: 26000ADM
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Enter the appropriate information in the F3 Fund field.
Example shown here: 15000
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Enter the appropriate information in the Class field.
Example shown here: 11500
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Enter the appropriate information in the Program field.
Example shown here: 11700
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Enter the appropriate information in the Account parent Exp field.
Example shown here: 722
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| Enter the appropriate information in the Account field. |
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If needed, enter the appropriate information in the Operating Unit and CF1 fields.
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Once all information has been added,
click the Add Account checkbox.
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Click the Add New Chartstring button.
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The Add New Chartstring process pop-up is displayed. If you need to stop the processing, click the Cancel button.
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The new chartstring information is displayed along with a "Process Successful." message.
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New expense lines require an amount to in the appropriate Fiscal Year Proposed Budget to be saved in the system.
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Enter the appropriate information in the expense line FYXX Proposed Budget field.
Example shown here: 1000.00 in expense line 727117 FY26 Proposed Budget field.
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| Press the Tab or Enter button. |
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The value is displayed in the FYXX Proposed Budget field and the FYXX vs FYXY Bduget Variance fields.
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Additional Resources:
At this time, no additional resources are available for this topic.