Budget Adjustment Request
If the transaction type is Budget Adjustment, the Budget Adjustment Request pop-up window opens with the corresponding details.
• If the transaction status is Posted or Submitted, the details in the pop-up are read-only.
• If the transaction status is Returned or Saved, the details in the pop-up can be edited depending on your access.
The transaction date and status are displayed.
❏ Review the Budget data, indicate the adjustment amount, and save or submit the request.
| Object | Displays a list of the six predefined object classes for each year and grant ID: 61XX, 62XX, 63XX, 64XX, 65XX, and 66XX. |
|---|---|
| Total Award | Displays the total award amount for the corresponding object class, which includes the original amount of the award plus or minus any revisions that have been approved (posted). |
| Adjustment Amount | Type the applicable budget adjustment amounts. Amounts can be negative or positive values. A budget adjustment is used to add or subtract an amount from an object's total award. |
| Reimbursements | Displays the reimbursement amounts that have been paid. |
| Pending Reimbursements | Displays the pending reimbursement amounts that have been approved but not paid. |
| Eligible Remaining | Displays the eligible remaining amount of the award (calculated Total Award - Reimbursements and Pending Reimbursements = Eligible Remaining). |
| Matching Funds | Displays the total amount of matching funds. |
| Total | Displays the totals for each column. |
❏ Click Save to save the request without submitting it for approval.
❏ Click Submit to submit the request for approval.
❏ Click Cancel to close the pop-up window and return to the previous page.
Documents:
If documents exist for the request,
is displayed on the Documents button.
• Click Documents to open the Document Attachments pop-up window. You can view, upload, or delete documents as needed.
• If a document is uploaded in this pop-up,
is displayed for the transaction in the Doc column under Transactions.
❏ Click Cancel or X to close the pop-up window.