Budget & Financial Planning Office


201 Carter Drive, Suite 200

West Chester, PA 19383

 

 

Budgetary Transfers

There are four distinct types of budgetary transfers completed by the Budget and Financial Planning Office. Before requesting a transfer, please make sure you select the appropriate type.

1.
From an Operating Budget To an Operating Budget (SAP only)
Form

Operational budget transfers are permitted per the Operating Budget Transfer Guidelines. Transfers must be approved by the authorized department manager responsible for funding the transfer (departmental managers may be validated per the SAP cost center crosswalk) and must be validated for budget availability. 

Transfers must be requested electronically via the Operating Budget Transfer Form. The budget office (Lori Kettlety and Denise Mount) will review and post the request upon receipt.

2.
From an Operating Budget To a Personnel Budget (SAP Non Personnel to PS-CMS Personnel)
Form

Transfer from an Operating Budget to a Personnel Budget is permitted only when approved by the authorized department manager with the approval of the authorized level of decentralization for personnel expense. The personnel funding Pool or Complement number is required.  CMS users can utilize the Show Complement Screen to validate permanent and temporary complement numbers.

Requests are processed electronically via the Operating To Personnel Budget Transfer Form. The budget office (Lisa Westervelt and Denise Mount) will review and post the request upon receipt and confirm completion via email.

3.
From a Personnel Budget to an Operating (PS-CMS Personnel to SAP Non-Personnel)
Form

Transfer From a Personnel Budget to an Operating budget is permitted only when approved by the authorized level of decentralization for personnel expense. The personnel funding Pool or Complement number is required.  CMS users can utilize the Show Complement Screen to validate permanent and temporary complement numbers.

Requests are processed electronically via the Personnel To Operating Budget Transfer Form. The budget office (Lisa Westervelt and Denise Mount) will review and post the request upon receipt and confirm completion via email.

4.
From a Personnel Budget to a Personnel Budget (PS-CMS)
Form

Only the authorized levels of personnel decentralization have access to the PeopleSoft Complement Management System (PS-CMS) and are permitted to make certain transfers directly within the WCU Budget Pool Transfers menu item. Any questions or concerns regarding Personnel Pool transfers should be directed to Denise Mount of the Budget Department.