Overview
Review important additions and changes to Chart of Accounts values during the Project One Phase 1 and the interim period until Phase 2 go-live in July 2027.
Chart of Accounts (COA) and Oracle Cloud
Project One’s Phase 1 go-live was in April 2026, and beginning in April, UCSF Health will use an enhanced Chart of Accounts (COA) to record financial transactions in the new Oracle Colud system and other Health systems.
Campus departments will continue to use the current PeopleSoft Financials system and UCSF’s current COA until Phase 2 go-live in July 2027. For more information about the changes to the COA and the Oracle Cloud implementation, please visit the Project One website.
Interim Period Changes and Cutover Impacts
The Project One team has communicated two critical time periods when additions and changes to Chart of Accounts (COA) values will be restricted.
- Cutover Period – pause on changes: To support a smooth Phase 1 go-live, additions and changes to the COA will be paused for a finite period of time, which varies by segment.
- Interim Period – limited changes: For the period between Phase 1 and Phase 2 go-lives, UCSF will operate using two different COA value sets. Following the initial cutover pause on COA changes, to maintain the integrity and accuracy of our financial data during this time, changes to COA values will be limited between Phase 1 and Phase 2 go-lives.
For a detailed description of Cutover and Interim Period Impacts, please review the chart below outlining specific cutover and interim period impacts.
| PeopleSoft COA Segment | Oracle COA Segment | Cutover Period Impacts | Interim Period Impacts |
|---|---|---|---|
| Dept ID | Dept ID | 2/25/26-6/30/26: No changes | 7/1/26-7/1/27: Exceptional changes only; must align to the definition of “Department.” Central Controller’s Office reviews/approves requests, with quarterly updates in PeopleSoft/Oracle |
| Business Unit | Entity | 3/16/26-6/30/26: No changes | 7/1/26-7/1/27: Exceptional changes only; subject to the Central Controller’s Office’s discretion |
| Account | Account | 3/16/26-6/30/26: No changes | 7/1/26-7/1/27: Exceptional changes only; subject to the Central Controller’s Office’s discretion |
| Fund | Fund | 3/16/26-6/30/26: No changes | 7/1/26-7/1/27: Exceptional changes only; subject to the Central Controller’s Office’s discretion |
| Function | Classification | 3/16/26-6/30/26: No changes | 7/1/26-7/1/27: Exceptional changes only; subject to the Central Controller’s Office’s discretion |
| Project | Project or Activity | 3/16/26-4/20/26: No new Projects Campus Sponsored Projects will not be impacted by this pause but will continue to be added and updated per business as usual | 4/21/26-7/1/27: Changes allowed for Campus Projects; follow current request, approval, and setup processes |
| Flexfield | Flexfield | 3/16/26-4/20/26: No changes | 4/21/26-7/1/27: Changes allowed; follow current request, approval, and setup processes |
Resources
More Resources Available from Project One
- Learn more about the transition to Oracle Chart of Accounts on the Project One website (authentication required):
- Review the Controller's Office Project One webpage for more helpful information.
For questions, contact the Project One project team at [email protected].