Purpose
Use this business process to transfer budget from one cost code to another. Most typically used to release budget contingency to other cost items.
Business process characteristics
This is a project-level, cost-type business process with line items and workflow. An individual help file is available for this business process.
Record Statuses
- Pending, a non-terminal status
- Approved, a terminal status
- Rejected, a terminal status
- Canceled, a terminal status
Groups associated with this business process
- Project Coordinators can create the Budget Transfers business process and send it for approval.
- Project Managers can review and approve the business process 'as is,' send it to the Revision step for clarification, evaluate the revision upon resubmission from the creator, and either approve or reject the budget transfer.
- Members of the All Project Users group can be copied on this business process during the Review and Revision steps.
Relationships associated with this business process
The Creation form includes a Contract business process picker that allows you to associate this budget transfer with a specific contract.
Additional Information
- Enabled for mobile devices.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.