Article Intended For
SIMBA users
Introduction
This article outlines the SIMBA workflow for a budget transfer.
Review the knowledge base article Workflow and Approval Overview to learn about the overall workflow and approval process and article Managing Workflow with Inbox and Outbox to learn about inbox management for workflow.
Article Body
Budget Transfers
Budget with Central Approval (CENT)
This process will be used for budget modifications that require approval from the central budget business process owner. Example scenarios:
- Any action that results in a budgetary adjustment transferring budget across Funds
- Any budgetary transfers from University Contingency funds to any Business Area
| Step | Required or Conditional | Business Role | Action | Location of Role |
| 1 | Required | Department Budget Initiator | Budget Document Initiator initiates the transaction, attaches any required or supplemental supporting documentation for the budgetary adjustment, and enters it into pre-posted status, triggering workflow. | Department or Business Area |
| 2 | Required | FN18 Budget Admin Approver | Approve or Reject | Department |
| 3 | Required | FN18 Financial Officer Approver | Approve or Reject | Business Area |
| 4 | Required | Central Budget Approver | Approve or Reject | University Budget Office (Central) |
Cross-Business Area Budget Process (CRBA)
This process will be used to facilitate the posting of budgetary reallocations between/among one or more Business Areas. These Documents will be initiated at the departmental level within one Business Area; the FO of each Business Area impacted by the document must approve the document in workflow. Any additional approvals not formally captured via a workflow step should be performed offline and attached to the budget document prior to the approval in Step 2.
| Step | Required or Conditional | Business Role | Action | Location of Role |
| 1 | Required | Department Budget Initiator | Budget Document Initiator initiates the transaction, attaches any required or supplemental supporting documentation for the budgetary adjustment, and enters it into pre-posted status, triggering workflow. | Department or Business Area |
| 2 | Required | FN18 Financial Officer Approver | Approve or Reject | Originating Business Area |
| 3 | Required | FN18 Financial Officer Approver |
Approve or Reject Routes to all FOs whose business area is included in the budget adjustment. | Other Business Area(s) |
Cross-Departmental Budget Process (CRDP)
This process will be used to facilitate the transfer of budget authority across departments within the same Business Area. The FO of the Business Area will serve as the final approval for these documents.
| Step | Required or Conditional | Business Role | Action | Location of Role |
| 1 | Required | Departmental Budget Initiator | Budget Document Initiator initiates the transaction, attaches any required or supplemental supporting documentation for the budgetary adjustment, and enters it into pre-posted status, triggering workflow. | Department or Business Area |
| 2 | Required | FN18 Budget Admin Approver | Approve or Reject | Department |
| 3 | Required | FN18 Financial Officer Approver | Approve or Reject | Business Area |
Grant Cost Share Budget Offset Process (GMCS)
Due to the technical nature of the budgetary integration between the FM and GM modules, this process is used to offset the increase in funding, at the Fund level, and in FM generated by cost-share (internal) budget documents posted in GM. This process is unique in that it does not require a central budgetary business process owner approval, despite comprising a net adjustment to the budgetary balance of a particular fund.
| Step | Required or Conditional | Business Role | Action | Location of Role |
| 1 | Required | Departmental Budget Initiator | Budget Document Initiator initiates the transaction, attaches any required or supplemental supporting documentation for the budgetary adjustment, and enters it into pre-posted status, triggering workflow. | Department or Business Area |
| 2 | Required | FN18 Financial Officer Approver | Approve or Reject | Business Area |