Changing/ Maintaining Customer Fields

The Customer Fields are used to put non-financial information regarding the project in the system. The information contained in these fields is reported in the book presented to the Board. This needs to be kept in mind when the fields are completed.

The project managers will maintain these fields. The FPDC Finance Specialist and the DU Capital Budget Officer will review the input prior to printing board reports to ensure that all of the necessary information has been entered, in an appropriate format.

To have consistent reporting the following formats should be used.

  • All fields should be entered using lower case letters.
  • All names should be entered first initial, period, and last name.

Below are some tips to help you complete the fields:

  • Approval Dates are dates of specific approval by the board.
  • The Project Description, Issues, and Notes fields each can contain up to 132 characters.