About Transfers

A transfer document enables you to move money between cost accounts according to a standard approval process.

A budget transfer involves moving budget funding from one or more cost accounts to one or more other cost accounts.
You create two or more budget allocations to handle each budget transfer. The transfer document controls these budget allocations.
All of the budget allocations in the transfer have the same ACR column. This is because a transfer should always result in a net balance of zero. Using the same ACR column ensures that the Anticipated Cost Report is accurate.

A cost transfer involves moving forecast costs from one or more cost accounts to one or more other cost accounts.
You transfer costs by adjusting the values of cost allocations that already exist in the cost accounts. You decrease the values of some of the cost allocations and increase the values of others by the same amount.
The ACR column for each of these cost allocations is specified from the cost accounts which control them. It does not matter if each cost allocation has a different ACR column. All of the forecast costs will eventually become committed costs on contracts or change orders.

A transfer document can hold any number of allocations to be transferred. Proliance records transfers for future reference. You can use the Line Item Detail Viewer to view the history of any allocation that was transferred.

About the Transfers Register

Transfer Workflow States

Transfer Workflow Actions

Transfer - Main

Transfer - Properties

Transfer - Budget Line Items

Transfer - Cost Line Items

Transfer - Settings

Creating a Transfer

Transferring Budget Amounts

Transferring Cost Amounts

Allocation Dialog Box

Editing a Transfer

Deleting a Transfer

Changing the Book Type of an Allocation