How to Add a New Chartstring

  • Click on the Users tab
  • Click on Payment Sources from the left side menu
  • Click on the Add Payment Source button
  • Add the PI/Owner’s name into the Search field
  • Click the Search button
  • Click on the name
  • The Chartstring tab should be visible. Enter the fund, department, project, and activity codes.
  • Click the Create button

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