PowerSchool ERP Connecticut

Setup - UCOA Municipal Trial Balance Report - Data Crosswalk - Subdept

Set up data crosswalks for local district sub-departments that do not precisely match those used by the Connecticut Office of Policy and Management (OPM).

  1. On the CT UCOA Municipal Trial Balance Report page, select Setup, and then Data Crosswalk.

  2. In the Crosswalk Type field, select Subdept.

  3. Filter records using the filter criteria. To enter filter criteria:

    1. Select an option in the first field.

    2. Select or enter a value.

    3. Select Add if the button is enabled.
      Refer to Search for records for more information.

      • To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.

      • To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.

      • To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

      • To download the information, select Download, then select Download PDF or Download as an Excel Document.

Field descriptions

The following table describes the fields on the SUBDEPT Crosswalk Information form of the CT UCOA Municipal Trial Balance Report - Setup - Data Crosswalk - SUBDEPT page.

Field

Description

Year

The fiscal year of the data crosswalk.

This field is view-only and cannot be edited.

Local Code

The local district sub-department.

State Code

The state department defined by the OPM.

You can map multiple local district sub-departments to the same state sub-department.