Budget Allocation Transfers Form 

Information to complete the Form for Budget Allocation Transfers can be obtained from the POETS Pointers.

Organization Name - the name of your organization as it appears in Oracle.

Org Number – the 4-digit number assigned to your organization in the crosswalk

Fund Source – use A100000 for State funds.

Natural Account – the natural account is the 5-digit number in Oracle that identifies the category of an expense. Some commonly used Natural Account numbers are as follows:

• 60010 Faculty Regular PSR
• 60100 Management Confidential PSR
• 60200 Professional Staff
• 60300 Classified Staff

• 62000 Temporary Service – PST
• 62040 Adjunct Faculty
• 62600 GATAs

• 63000 Supplies & Expense
• 64000 Travel Expense
• 65000 Operating Expense
• 65221 General Recharge Allocation
• 67000 Equipment Expense

Refer to the POETS Pointers for other natural account numbers.

Project Number – the 8 digit number set up by the Project Manager.

The default project number is 00000000.

 If you want a transfer adjustment to be a permanent adjustment to the base allocation, indicate a Y on the form. If it is a one-time transfer for the current fiscal year only, enter an N.

 Master Form for Budget Transfers (.xls, 16.9 KB)