About PTAEO
For a list of all the PTAEO Forms please see PTAEO Management Forms.
The COA contains five segments: project, task, award, expenditure type, and organization. The order in which they fall creates the acronym PTAEO.
- Project indicates the activity for which the money is used.
- Task is a subset of project, and is used to identify components of the project.
- Award indicates where the money comes from.
- Expenditure Type indicates the category of an account (asset, liability, fund balance, expense or revenue).
- Organization indicates who uses the money.
| Project “WHY” |
Task “WHY” |
Award/Source “FUNDING” |
Expenditure Type “WHAT” |
Organization “WHO” |
|---|---|---|---|---|
| About Project | About Task | About Award/Source | About Expenditure Type | About Organization |
| Project Attributes & Linkages | Task Attributes | Award Attributes | Expenditure Type Attributes | Organization Attributes |
| Functional Classifications | Expenditure Type Hierarchy (updated August 2011) | |||
| Project – New | Task Worksheet | Linkage New/Modify | Expenditure Type Names & Descriptions (updated July 2011) | Organization – New/Modify |
| Project – Modify | Task – Modify | Expenditure Type – Request | ||
| Project – Close | Task – Close | Expenditure Types Resources & Links |
Last Updated: August 10, 2011 (jp).
