Resource Library

Welcome to the Aggie Enterprise Resource Library! 

Here you will find a variety of materials such as slide decks, handouts and reference guides to help navigate the Aggie Enterprise project. Check back often as more resources are added in preparation for go-live on January 1, 2024. 

Click on the links below to download the resources. 

Project Overview 

Title 

File Format 

Description 

Aggie Enterprise Overview 

PPTX 

The Aggie Enterprise Overview slide deck provides an introduction to the project goals, scope and timeline. Please contact the CCT team to schedule presentations on special topics. 

Aggie Enterprise Project Overview Quick Reference Guide PDF The Aggie Enterprise Project Overview Quick Reference Guide provides key information about what is changing, why it's changing, and who will be impacted.  

Glossary 

Web 

The Aggie Enterprise glossary supports a shared vernacular and understanding of the change.  

Guiding Principles Handout 

PDF 

The Guiding Principles are foundational values and priorities that will be referenced throughout the course of the project when evaluating key decisions.  

Preparing for Aggie Enterprise: Checklist 

PDF 

A checklist of activities that individuals can begin today in order to prepare for Aggie Enterprise. 

Chart of Accounts

Title 

File Format 

Description 

Chart of Accounts Resource Guide (Updated July 22, 2022) PDF Brings all Chart of Account resources together in a single place in the recommended order for reviewing.

Chart of Accounts Quick Reference Guide (Updated April 2022) 

PDF 

The Chart of Accounts Quick Reference Guide provides the definition and purpose for each segment, creating a common language for all financial transactions.  

FAU to CoA Mapping Quick Reference Guide (Updated August 2022) PDF The FAU to CoA Mapping Quick Reference Guide provides high-level details of how current FAU values translate to the new Chart of Accounts.
CoA Baseline Value Tables Excel The CoA Baseline Value tables provide the current list of Chart of Accounts values, organized by segment. 
Note: the full list of values is still in development in collaboration with units across UC Davis.

Project Portfolio Management (PPM) and POET(AF)

Title File Format Description
PPM and POET(AF) Quick Reference Guide (Updated October 2022)  PDF  The PPM and POET(AF) Quick Reference Guide provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts. 

Using PPM to Track Graduate Student Awards 

mp4 An informal demonstration of how you might use the PPM module to track graduate student awards using Department Projects. (Duration: 34:53)
Using PPM to Track Course Expenses mp4 An informal demonstration of how you might use the PPM module to capture detailed costs by course using Department Projects. (Duration: 54:53)
Using PPM to Track Faculty Recruitment Costs  mp4 An informal demonstration of how you might use the PPM module to track costs associated with faculty recruiting using Department Projects. (Duration: 40:21)
Using PPM to Track Faculty Projects mp4

An informal demonstration of how you might use the PPM module to track faculty managed resources (e.g. Start-up funds) using Faculty Projects.  (Duration: 40:27)

Visit the Aggie Enterprise Video Library