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Fund a Budget - Cost Manager

This step should only be done by a Cost Manager after the Tracker Funding Request has been filled out and approved.

If the funded amount matches the current budget in ACC, the only step that the Cost Manager needs to complete is to lock the budget. Select "Original budget locked" to lock the budget, but allow the PM to create new zero budgets.

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If the funded amount does NOT match the planned budget, then the following steps must be taken.

  1. Snapshot the existing budget.
    1. Click Snapshot
    2. Click Save a snapshot
    3. Rename the snapshot to "Planned Budget" by clicking the three dots and selecting Rename
    4. Exit budget snapshots

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  2. Once the planned budget has been snapshotted, remove the existing budget categories by clicking "Edit mode", selecting all categories, and clicking the Delete button.

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  3. Add a new budget code for 9A FUNDED - UNALLOCATED in the amount that has been approved by the Department Budget Request process through Tracker.

  4. Enter the remaining budget amount (the planned budget minus the funded budget) as either 9B Pending Budget Approval or 9C Pending Funding Approval, whichever is appropriate.

  5. Lock the budget using the same steps as above when complete.
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