University
Budget Office
PeopleSoft Budgeting Information
PeopleSoft budgets are loaded at the "child," or PeopleSoft account, level. Child budgets are then rolled up to a parent level, which is where budget checking occurs. Budgets are never loaded directly to a parent, and are thus never transferred out of—or to—parent.
Parent and Child Account Budgeting and Transferring (PDF)
Budget transfers should only be performed in order to adjust a department's spending plan and cover over expenditures. Budget transfers should not be done to move an expense. Expenses should always stay in the department with which they belong.
A Guide to PeopleSoft Budgeting and Chart of Accounts
If you are transferring between PeopleSoft funds, you must contact the University Budget Office to process your request via the Transfer of Revenue Request Form. This form should be used when transferring budgets in the circumstances listed in the table below.
Transfer of Revenue Request Form
| Transfer from |
Transfer to |
Self Support |
Self Support |
Self Support |
State Support |
Self Support |
Auxiliary Support |
Auxiliary Support |
Auxiliary Support |
Auxiliary Support |
State Support |
PeopleSoft Budget Training
A multitude of job aids and training sessions are available to assist you in working with PeopleSoft budgets. Whether you need to know how to tranfer spending authority, or where to budget and transfer, the PeopleSoft Financials Training Web site has the information you're looking for.
University Budget Office
Administration Building, Room #409
Hours: Monday - Friday, 8:00 a.m. - 4:30 p.m.
Phone: 410-704-2182
Fax: 410-704-3476
Administration and Finance Questions
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