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 Oct 2023)


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

Aggie Enterprise Work Stream Resource Guide (Updated Dec 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.
ADMAN Session - Project Update on October 19, 2023    
ADMAN Session Recording Web A walk-through of Aggie Enterprise Cutover tools, Updates on training and the Hands-on environment, and an overview of common reports.
ADMAN Session Slide Deck PDF Session slides with hyperlinks.

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 File Format Description
Faculty Quick Reference Guide PDF The Faculty Quick Reference Guide provides high-level details about how Aggie Enterprise impacts faculty, including new chart strings, portfolio reporting and purchasing changes.

Faculty Forum Recording

mp4 Overview of the PPM Project structure, important freeze dates, day-in-the-life scenarios, and resource highlights. 
Faculty FAQs Web Faculty-focused FAQs addressing Pre- and Post-go-live questions.
Faculty Fillable Takeaway Word Designed for department staff to customize for individual faculty, this fillable document helps guide conversations between faculty and department staff about Aggie Enterprise. Content covers project deadlines, new chart strings, and who to contact with questions.


Title Description
GLIDE Reporting Demo

Delivered on Apr. 11, 2023

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

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. 



Title Description

UCPath Change Impacts Forum Recording

12/4/23 Update on Funding Entry:

  • Funding Entry snapshot taken 11/20/23
  • Units will receive files for review by mid-December; but units will not be able to submit changes as previously communicated, this is due to Funding Entry being frozen (the Funding Entry freeze was not known at the time of the UCPath 11/8 demo)
  • Units will have to make changes (update or corrections) to Funding Entry in UCPath in January


Aggie Enterprise and UCPath forum, presented on Nov. 8, 2023, topics included:

  • Funding Entry
  • Cost Transfers
  • Cognos Reporting fields

UCPath Change Impacts Forum slides

12/4/23 update: Slide 13 is no longer accurate, see corrections above

PowerPoint slide presentation for the Nov. 8 session
UCPath Q&A document

Answers to questions submitted during the Nov. 8 session (updated 12/5/23)

Also available UCPath FAQs


Title Description

Aggie Enterprise: Banner Change Impacts Information Session


Presentation Slides

Information session, presented on Nov. 17, 2023, topics included:

  • What will and will not change in Banner as a result of Aggie Enterprise implementation
  • New 271 Report - Banner Transaction Detail in Cognos
  • Important Cutover dates
  • Banner Fund Code Request
  • Request to Pay Form