Reallocations

A reallocation moves part of one line’s allocation to another line of the same budget, without a full revision. Each move goes through its own approval.

Request a reallocation

The budget’s owner or an admin can request one while the budget is Approved or Active.

1. Open the budget and go to the Reallocations tab.
2. Click + Request reallocation.
3. Choose the From line and the To line (two different lines, neither of them a heading with sub-lines), the amount and a reason.
4. Click Submit reallocation.

The money moves only when the last approver approves, and only if the source line still has that much available. Until then the requester or an admin can cancel it, and nothing moves.