---
title: "KFS Project Codes"
canonical: "https://kb.uconn.edu/space/FPB/10942120300/KFS%20Project%20Codes"
format: markdown
---
In Kuali Financials, Sub-Accounts, Sub-Object Codes, and Project Codes are used to define activity or flag transactions when an Account or Object Code does not provide enough detail.

- If you need details for transactions that span numerous object codes and only a few accounts, **[Sub-Accounts](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10941956092)** may be a handy alternative to opening new accounts.
- If the type of income or expense is limited to a few object codes but spans several accounts, use **[Sub-Object Codes](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10941956097)**.
- If spanning multiple accounts across multiple organizations and activity is not limited within those accounts, use **[Project Codes](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942120300)**.

## KFS Project Codes

### Pros

- Allow you to assign an identifier to particular transactions that may span multiple accounts.
- Are not particular to any account.
- Can be used by any account/user in the University.
- Each project has a Project Manager.
  - No routing attached to Project Manager.
  - Can be used as a tool for Reporting.

### Cons

- Initiator and/or approving Fiscal Officer must remember to add coding on Accounting Line.

### Project Code Example

Suppose UConn needs to track all expenses relating to the COVID-19 pandemic and all expenses for equipment sent directly to staff or faculty's homes. The expenses are in several accounts across the University.

**Project Codes**

- COVID19 (Coronavirus 2020)
- HOME (Items Shipped to Homes)

A WebFocus report can be written to capture Project Code activity.

### Project Code Lookup (GLT)

Project Code transaction details can be extracted from KFS by specifying criteria in a search. A WebFocus report can also be created to include a particular Project Code.

![project code lookup](media://37b01a66-ecd2-4059-857d-bb30517dd250)

### Project Code Setup

1. <span style="color: #000000">From the </span><span style="color: #000000">**Chart of Accounts Menu**</span><span style="color: #000000">, navigate to </span><span style="color: #000000">**Activities **</span><span style="color: #000000">and then to </span><span style="color: #000000">**Project Code**</span><span style="color: #000000">.</span>
2. <span style="color: #000000">Click </span><span style="color: #000000">**Create New**</span><span style="color: #000000">.</span>
3. <span style="color: #000000">Complete the </span><span style="color: #000000">**Edit Project Code**</span><span style="color: #000000"> section by filling out the following fields.</span>
  1. Project Code
  2. Project Name
  3. Project Manager Principal Name (UConn NetID)
  4. Chart Code
  5. Organization Code
  6. Project Description
4. Click **Submit**.

The Project Code will not route for approval.

#### Inactivating a Project Code

1. <span style="color: #000000">Search for the Project Code.</span>
2. <span style="color: #000000">Select </span><span style="color: #000000">**Edit**</span><span style="color: #000000">.</span>
3. <span style="color: #000000">Uncheck the </span><span style="color: #000000">**Active Indicator**</span><span style="color: #000000"> box.</span>

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