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Workspace PS Web App & Platform
Categories Budget & Cost Management
Created by Guest
Created on Apr 19, 2021

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Budget Transfers - Original Budget Amount

This idea/suggestion relates to the Budget Transfer function in the Budgets module. When transferring an amount from one budget code to another it changes the Original Budget amounts of those codes. It would be good if there was an approval process with this function to stop that from happening i.e. the transfer amount would be treated as a Budget Revision instead of a change to the Original Budget.

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  • Mercedes Green
    Jun 25, 2025

    We would like to add onto this idea to add a "Revised Amount" into the existing Budget Transfer form so we can transfer amounts between codes. When "Pending" they would show up in the Pending Revisions and once approved, move to Approved Revisions. It would also be allowed to just enter one code if we need to do a Budget Change only by +/- on that code and the amount would appear in Pending/Approved Revisions.

    These types of budget changes and transfers shouldn't really be done in a Potential Change Order since there are no affects on costs or revenues.

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