Online Budget Reallocations


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

  • If this is for account set-up. Stop this needs to be submitted through a KFS workflow document.  Please visit the Sponsored Projects Accounting Website for instructions
  • Review a current account balance either your ASR or in KFS
    • Make sure you have forecasted any pending charges
    • Ensure you are clearing any overdrafts from the object class
  • 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