Create Internal Budget Transfer - Project Manager

To create an internal budget transfer, complete the following steps:

1. Click Edit mode from the Budget page
   

   

2. Click the three dots next to the budget category that you wish to move money from, and then select Budget Transfer:
   

   

   
   
3. Select the budget category that you wish to move money into.
   

   NOTE: Only budget categories used in your existing budget will be displayed by default. If you are moving money into a new (unused) category, you will need to select "Create new budget" and search for the budget category from the master list.

   
   

   

4. Enter the amount to transfer and a note as to why the transfer is needed.
   

   

5. As long as you are not moving money into/out of the following budget categories, no further approval is needed:
   4* - Any budget category with the FURNITURE & EQUIPMENT heading
   9A - FUNDED - UNALLOCATED
   9B - PENDING BUDGET APPROVAL
   9C - PENDING FUNDING APPROVAL

If you have submitted a budget transfer and it is listed as Open/Pending, you MUST update it to "Proceed" in order to send Construction Accounting an email to approve your budget transfer.

1. To view pending budget transfers, change your view to the "Budget Transfer" view.
   
   
   
   
2. Click on the blue triangle to see the associated Internal Budget Transfer.
3. Click the three dots and select "Proceed".