Online Budget Reallocations

Reminders

Before submitting your budget reallocation make sure to do the following:

  • If this is for account set-up. Stop this needs to be emailed using Viterbi Detailed Award Template
  • If for a reallocation below are the steps to keep in mind when preparing
  • Review a current account balance in Workday
    • Make sure you have forecasted any pending charges
    • Ensure you are clearing any overdrafts from the object class or spend category
  • Review the Award Synopsis to see if there are agency restrictions
    • Pull up Agreement Terms in TARA if needed
    • If PI is reducing effort by more than 25% will need approval from the agency
    • If there are restrictions you need to work with the Department of Contracts and Grants (DCG) to obtain any approvals to attach to the reallocation submission
  • If your combined budget reallocations requests put you above the 25% threshold you will need one of two things:
    • Either an email from the PI stating there is no change in the scope of work
    • If there is a change in the scope of work an approval from the agency per above please work with DCG to obtain

Training/Guidance Reference

Budget Reallocation Form Access

Published on February 9th, 2018

Last updated on July 15th, 2022