Environment
M-Pathways Financials
Issue
Creating a new budget reallocation
Resolution
- Log in to Financials through Wolverine Access at https://wolverineaccess.umich.edu
- Click the NavBar icon

- Click Navigator>Commitment Control>Budget Reallocation>Create New Budget Reallocation
- Enter the Project/Grant.
- Can only be used for sponsored projects
- Use the Parent Project/Grant number when reallocating funds between Parent/Sub Projects/Grants
- Click Add
- If applicable, enter a Description
- If applicable, click Preview Approval to view the approval path for the Budget Reallocation
- If applicable, click M-Reports to view the Project/Grant Budget Status Report
- If applicable, click Add Row (plus sign) to add a new budget line
- An Account and Department value must be entered for each added line
- Enter changes to applicable fields in the Reallocation column
- You may reallocate funds to/from a parent project to/from a sub-project
- Click Calculate IDC or enter Indirect cost manually
- Calculate IDC is only available when the IDC basis is 50 or 19
- Verify that all Fund Codes display a net value of 0.00 in the Total Reallocation amount column
- To add supporting documentation to the Budget Reallocation, click Add Documents. Otherwise, go to step 15
- TO ADD DOCUMENTS
- Click Choose File
- Navigate to select the applicable file
- Only Only PDF (.pdf) and TIF (.tif) files can be added as supporting documentation.
- File names cannot be longer than 65 characters.
- Each attachment has a size limitation of 10MB.
- Click Upload
- Repeat steps until all supporting documentation has been attached to the Budget Reallocation
- Click Save & Submit to begin the approval process
- Click "Save as Draft" to save and resume editing/submiting at a later time
- Click Delete to permanently delete the budget allocation form
- Click Refresh to update the budget allocation form with changes entered by other users
- Click Cancel to discard any changes made since the last save
- If applicable, enter approval comments in the Additional Details field
- Click OK
- Review the approval workflow
- To add an approver, click Start New Path
- Only individuals that are already part of the approval workflow can add additional approvers.
- Note: Clicking Plus next to an existing approver’s name is not preferred. It requires the new approver to wait in sequence to approve the Budget Reallocation
- Enter the additional approver's uniqname in the User ID field.
- You may have to look the uniqname up using the Lookup icon
- Ensure that the Approver is selected
- Click Insert
- If applicable, click View/Hide Comments to review other approvers' comments
- Click Save
- Note: You must click Save to have the new approvers added to the Workflow.
Additional Information
Need additional information or assistance? Contact the ITS Service Center.