Budget Forms

Academic Personnel Position Request - Form 3769

Create or update an Academic Personnel Position. Position data includes classification, funding source, time base, reporting unit, and reports to.

Academic Personnel Position Request - Form 3769 (PDF)

Capital Budget Transfer

Request a transfer of funds for capital or deferred maintenance projects.

Capital Budget Transfer (XLSX)

Dept. ID and Class Chartfield Request Form - Form 3814

Create or update a Department ID or Class Code.

Dept ID and Class Chartfield Request Form (PDF)

Dept. Reorganization Form

Update the organizational structure of the department tree. This will impact both Financial and HR data. 

Department Reorganization Request Form (PDF)

Payroll expenditure Adjustment Request

Adjust prior or upcoming employee payroll salary expenditures through PeopleSoft HR.

Payroll Expenditure Request Form (XLSX)

Student Assistant Position Number Request - Form 3813

Create or update a Student Assistant Position. Position data includes classification, funding source, reporting unit, and reports to.

Student Assistant Position Number Request (PDF)

Position Budget Adjustment Template (XLSX)

Prepare position budget transfers related to salary account lines. 

Position Budget Adjustment (XLSX)