How do I capture capital projects and investments in revenue generating programs below the net operating line?

This is in reference to tracking the “below the line expenses/Reserve investments” that were approved as part of the FY19 Budget Process. Please refer to the FY19 Budget approval letter sent to your Dean last year to understand if below the line expenses were approved for your unit. If they were, they should be tracked using the management code 3I00MC in the actuals ledger as well as in CalPlan, regardless of the account code used. This step will enable us to measure your progress against divisional targets (those expenses will be excluded when calculating performance to Net Operating Surplus/Deficit targets).

Please pay special attention to transfer account codes - if you use the management code on a transfer account code, please code the management code on both sides of the transaction.