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
Published on February 9th, 2018
Last updated on January 20th, 2023