USNH Financial Services Policies and Procedures

02 - 031 Organization (ORGN) Level Structure

Banner Organization (ORGN) Code Hierarchy

Org chart

Hierarchy Level

Description

Level 1

Campus

Level 2

Vice President

Level 3

Director/Dean/BSC

Level 4

Organizational Unit

Levels 5 - 8

Department designated sub-departments,
Principal Investigators, etc.

Level 1 represents each campus. As of this writing, there are 5 level 1 orgs at USNH. These orgs are not data enterable and are primarily used for reporting purposes.

Campus

University of New Hampshire

Plymouth State University

Keene State College

Granite State College

Chancellor's Office

Level 2 represents a Vice President or major organization structure.

Level 3 is designed to be the approval level for each department. At UNH this typically is the BSC responsible for the area. At KSC and PSU some additional granulation was required which places their routing at level 4. This is also the level where sub-campuses such as UNHF become identified.

Level 4 through 8 will allow for additional sub-groupings within the organizational units. Some uses of Level 5 through 8 could be for Principal Investigator orgs, programs, and other sub-departmental groupings.

Each of the lower levels is controlled or responsible to the org defined as it's predecessor. Ultimately, all orgs will lead back to one of the level 1 orgs. Approvals routing is based on a combination of level 3 and level 4 orgs.

Further stratification of detail may be obtained through the use of activity codes, rather than additional organizations.

The following questions are intended as guidelines to assist in determining if an entity is an ORG in Banner.

A. Does this unit have both management & personnel? If yes, it could be a Banner ORG.

B. Is this unit considered a department? If yes, it could be a Banner ORG

C. Is this a program that, for accounting/management purposes, requires separate reporting? If yes, it could be a

  • Fund
  • Org
  • Account, or
  • Activity

D. Is this a restricted funding source (i.e. gift/grant)? If yes, then it could be a fund.

E. Is this a group of related expenditures that need to be reported for separately? If yes, it could be an activity.

F. Is this a revenue source (i.e. Biology fee, Admin fee)? If yes, this could be a "revenue" account code.

G. Is this a specific type of expense (i.e. financial aid contingency, bad debts)? If yes, then this could be an "expense" account code or an activity.

 

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