When funding for a position changes, do I update the Position Chartstring(s) or the Job Chartstring(s)?

The Position Chartfield is considered the on-going chartstring, while the Job Chartstring is the chartstring that PPS uses for payroll. CalPlanning is going to pull incumbent data (the Job Chartstring) for positions that are filled, and it will pull Position Data if the position is vacant. Therefore, while a position is filled, update the Job Chartstring with any funding updates.

Instances when a department may review or edit Position Chartstring(s):

• When a position becomes vacant
• When your department is preparing for a data pull into CalPlanning
• When there has been a significant shift in funding from unrestricted funds to restricted funds (or vice versa) and it is an on-going funding change