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Budget Transfers

Budget transfers are the mechanism used to modify appropriations identified in the approved Redbook budget. The Redbook budget reflects the approved spending authority for the various funds and department program codes at UW-Green Bay. Budget transfers are governed by UW System Policy and Procedure Policy Paper F5.

Following are the procedures for processing budget transfers:

  • Budget transfers are only processed for General Program Revenue (GPR) Funds, which for the campus consists of Funds 102, 103, 131, and 402.
  • The individual/department initiating the budget transfer request should prepare the BUDGET TRANSFER REQUEST form and attach it to an email message, including the reason for the transfer request.
  • The request should be sent to the area leader or designee for approval of budget transfers.
  • Area-leader-approved transfers should be forwarded to the budget staff:
  • Budget staff will review and process the budget transfer and post it to the Peoplesoft Shared Financial System.
  • Appropriate department and division personnel will be notified via email when the transfer has been completed. (No paper copy will be returned.)