Note: The tutorials on this page are PowerPoint presentations.
Anyone who works with sponsored projects or in the Dartmouth College financial community should review this tutorial for an explanation of PTAEO strings.
The following table contains links to the five modules of this tutorial and the recommended audiences for each module.
| Module | Recommended Dartmouth Audience | |
|---|---|---|
| 1 | Introducing the Chart of Accounts | Anyone who references an account number (now called a chart string) or transacts financial business. |
| 2 | Segment Values | Anyone who references an account number (now called a chart string) or transacts financial business. |
| 3 | Ranges and Hierarchies | Primarily intended for those who create journal entries and/or run reports. |
| 4 | Restricted Funds Management | Primarily intended for those who are responsible for budgeting and/or spending restricted or unrestricted funds. |
| 5 | Help in Using and Maintaining the Chart of Accounts | Anyone who references an account number (now called a chart string) or transacts financial business. |
Anyone who will create, approve, or track requisitions in the new eProcurement system should review this tutorial.
