Latest information on operational modifications for fall 2021 Roadrunner Roadmap

Forms and Tools

We created various forms and tools to assist you with processing budget-related transactions. Read through each description to determine which reference material best suits your needs. Contact us if you need additional resources.


Budget Transfer Request Form

Use this form to document a budget transfer request when you are using a plant fund (7xxx) or an agency fund (9xxx). For transfers involving all other funds, refer to the Automated Budget Transfer Workflow process.

Last Revised:  08/03/2020


Fund Rules for Budget Transfers

Use this matrix when you are transferring budget between funds to determine if it is allowable. The form guides you on when a Level 1 or Level 2 submittal is required and when there are additional levels of approval required, such as routing to Accounting Services or a research service center.

Last Revised:  08/03/2020

Budget Transfer Departmental Approvers

This is a reference to help you identify the Level 2 approver for each college and division. The list identifies a primary and backup approver for each area. These individuals are included in the budget transfer electronic routing.

Last Revised:  08/30/2021

eForm Funding Request Deadlines

This calendar provides eForm submittal deadlines for each payroll cycle throughout the fiscal year. Refer to this chart when creating an eForm to ensure the department budget table (DBT) can be updated in a timely manner. Also included is reference to the last day to process any retroactive funding changes for the fiscal year. Additional year-end deadlines will be added as we get closer to the end of the fiscal year.

Last Revised: 08/18/2021

Guidelines for Carry Forward Process

Starting at the end of FY 2020, cost center balances will carry forward based on these guidelines. This document will guide you through the rules that apply to the various fund types.