Skip to main content

Create a Modification

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The Create Modification page allows you to create adjustments to a board-approved budget. Budget modifications are direct increases or decreases of income and/or expense funds made to one or more line items that impact the entire budget.

BG_Adj_Modification_Page.png

Modifications can be two-sided (expense and income changes) or one-sided (either expense or income changes). Two-sided modifications usually net to zero, but they are not required to. One-sided modifications, by definition, are not required to sum to zero and are typically expense changes.

Notice

A common example of a one-sided modification is an increase in expense related to restricted funds being released for operating outlay.

The default Budget Management Worksheet & Adjustment Access role includes permissions to create modifications. Users can make transfers for the worksheets that they have access to.

Note

Worksheets associated with project codes may prevent users with the appropriate worksheet and transfer permissions from working with certain transactions.

  1. Select a Budget Name.

  2. Select a Worksheet Name.

  3. Enter values for one or more line item parameters.

    • Line Item Code - Enter a G/L account number and select an option from the drop-down.

    • Line Item Description - Enter a keyword and select an option from the drop-down.

    • Line Item Account Type - Select either Expense or Revenue.

    • Line Item Fund Type - Select either Restricted or Unrestricted.

  4. Enter an Available Budget Min and Available Budget Max to search within a specific range.

  5. Click Get line items.

  6. Enter modification details and allocate money.

Yes, however, the Budget feature only allows for modifications on expense line items. For additional information about working in the Budget feature, see the Campus Portal Budget help.