Budget Transfers Index - Screen Guide

Budget Transfers Register

The Budget Transfers Register is used to manage transfers of budget between cost codes or trades within a job. It helps maintain accurate budget allocation without impacting overall contract value.

Transfers allow costs to be reallocated from one area of the project to another as scope or conditions change.

Grid Overview

The register displays all transfers in a structured grid format.

Transfer Number – Unique reference (e.g. T001)
Moved From – Original cost code or trade
Moved To – Destination cost code or trade
Amount Submitted – Proposed transfer value
Amount Approved – Approved transfer value
Client Reference – External reference if applicable

The grid supports sorting, searching, and paging for efficient navigation of transfer records.

Toolbar Actions

The toolbar provides standard management actions:

Create & Edit

Create a new budget transfer
Edit an existing transfer record

Delete & Refresh

Delete selected transfer
Refresh the grid to reload latest data

Export

Export to PDF
Export to DOCX
Export to RTF
Export to Excel (XLSX)

Opening & Editing Transfers

Select a record and click Edit
The Transfer Edit screen loads dynamically within the page
Maintains job and transfer context using URL parameters

The system supports dynamic loading, reducing full page refreshes and improving workflow efficiency.

When to Use Budget Transfers

Reallocate budget between trades or cost codes
Adjust budgets due to scope shifts
Correct misallocated costs

Transfers do not change the contract value but redistribute internal budget allocations.

Tips

Ensure transfers balance correctly between source and destination
Review submitted vs approved values before finalising
Use clear descriptions for audit purposes
Confirm impact on affected cost codes
Use exports for reporting or financial review