Create a New Budget Reallocation

Environment

M-Pathways Financials

Issue

Creating a new budget reallocation

Resolution

1. Log in to Financials through Wolverine Access at https://wolverineaccess.umich.edu
2. Click the NavBar icon 
3. Click Navigator>Commitment Control>Budget Reallocation>Create New Budget Reallocation
4. 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
5. Click Add
6. If applicable, enter a Description
7. If applicable, click Preview Approval to view the approval path for the Budget Reallocation
8. If applicable, click M-Reports to view the Project/Grant Budget Status Report
9. 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
10. Enter changes to applicable fields in the Reallocation column
    • You may reallocate funds to/from a parent project to/from a sub-project
11. Click Calculate IDC or enter Indirect cost manually
    • Calculate IDC is only available when the IDC basis is 50 or 19
12. Verify that all Fund Codes display a net value of 0.00 in the Total Reallocation amount column
13. To add supporting documentation to the Budget Reallocation, click Add Documents. Otherwise, go to step 15
14. 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
15. 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
16. If applicable, enter approval comments in the Additional Details field
17. Click OK
18. Review the approval workflow
19. 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
20. Enter the additional approver's uniqname in the User ID field.
    • You may have to look the uniqname up using the Lookup  icon
21. Ensure that the Approver is selected
22. Click Insert
23. If applicable, click View/Hide Comments  to review other approvers' comments
24. 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.