Core TSIs : Capital Projects : Managing budgets for capital projects : Changing funds
Changing funds
In Budgets , you can modify the amount of an Open fund using:
• A fund change to increase the amount in a single fund
• A fund transfer to transfer money from one fund to another. For a fund transfer, both the source and target funds must be in the Open status.
Procedure
1. Go to Budget details > Fund modifications.
2. On the action panel, click Add Fund change or Add Fund transfer.
3. Complete the fields in the data panel. For more information, see Budget modification data fields.
4. Click Save.
You have changed the fund. Changes take effect once the fund change or transfer is assigned the Approved status. For more information on the changing funds, see
Modifying a fund.