A Budget Amendment (BA) is used to revise the working budget for state operating and other unrestricted funds during the fiscal year. It allows for the reallocation of budgeted funds within or between campus units and adjusts revenue and expenses as necessary. Importantly, Budget Amendments do not increase or decrease the University’s total budget, they only reallocate funds between USources.
To support data accuracy and reporting consistency, all Budget Amendments must be entered in both Adaptive Planning and Workday. Submissions will be processed during two scheduled periods: September and February.
To submit a Budget Amendment, download the Budget Amendment Template and follow the instructions provided in the User Guide. Completed templates must be submitted via ServiceNow.
Download the Budget Amendment User Guide
Download the Budget Amendment Template
Submit Budget Amendment Template via ServiceNow
For questions, please contact your division’s assigned budget analyst.
The FY27 Position Budget Amendment Calculator, found by downloading below, can be used to determine the correct amounts to enter when submitting a budget amendment.