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 topics below to view and download the resources. 


Project Overview


File Format 


Aggie Enterprise Overview (Updated Jan. 2023)


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 (Updated Dec. 2022)

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.  



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

Guiding Principles Handout (Updated Dec. 2022)


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 (Updated Sept 2023)


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

Aggie Enterprise Work Stream Resource Guide (Updated Sept 2023) PDF An easy-to-share collection of resources from the four Aggie Enterprise system work streams: Finance, Planning, Project Portfolio Management (PPM), and Supply Chain.

Chart of Accounts


File Format 


Chart of Accounts Resource Guide (Updated August 2023) 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 Sept 2023) 


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 (Reference UAT 1.0 folder) 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.

CoA Segment micro-learning video and Quick Reference Guides  Varies Segment videos provide a quick overview of a single CoA segment. Resources linked below each video provide at-a-glance details and additional information.
Data Governance Forum on May 30, 2023    
Data Governance Forum - Recording mp4 An overview of Data Governance including the process for requesting new KFS FAU and CoA values (targeted for 7/1/23 implementation) and the review and approval process. (Duration: 52:26)
Data Governance Forum - Slide deck PDF Forum slide deck.
Data Governance Forum - Q&A PDF Answers to questions addressed during the Data Governance Forum on May 30, 2023.


Title Description
GLIDE Reporting Demo

Delivered on Apr. 11, 2023

An overview of the General Ledger Interface Detail Entries (GLIDE) reporting tool.

         Demo - Recording (mp4) - 52 minutes
         Slide deck (PDF)
         Q&A (PDF)

Intro to Data and Reporting Tools demo

Delivered on July 12, 2023

An introduction to some of the data and reporting tools available to support users. Topics include an overview of the Chart of Accounts Segment Report (Cognos) -  a tool to help navigate the new UC Davis Chart of Accounts structure, running a Transaction Listing report, searching PPM Project Costs, and exporting data to Excel.