Under some limited circumstances, a Principal Investigator may need to move a non-salary expense, which has already been posted, into or out of a grant account.
To Request an Expense Reallocation through a Budget Transfer
- View BlueSky grant report where the expense is currently shown. This is in the Journal Detail report tab.
- Highlight by the "Fill Color" function on Excel the expense(s) that are to be reallocated.
- Prepare a brief e-mail identifying the chartfield of the account into which the expense is to move. Indicate whether the move is to be a total or partial reallocation and the reason for the reassignment.
- Attach the BlueSky grant report to the e-mail as an Excel attachment.
- Send the e-mail and the highlighted Excel worksheet to RA_Dept@depaul.edu .
Please Note
- Expense reallocations can only be processed within the fiscal year that the original expense was posted.
- Moving a non-salary expense into a grant account is a type of “cost transfer,” defined as an after-the-fact reallocation of costs to a sponsored project.
Before requesting non-salary expense reallocations, PIs should review DePaul’s Guidelines for Cost Transfers to Sponsored Projects .