Transfer resources

(For Repository Managers, PIs, and those with greater privilege.)

Authorized managers can transfer time from one Administrative Unit to another. For Repository Managers and PIs, the Administrative Unit is a repository. For DOE managers, the Administrative Unit may be a repository or Program or Office reserves.

Rows in the example query frame will only appear for those who have the appropriate privilege.

Repo managers and PIs may transfer time from their repo to any other repository that has the same Resource Type. DOE Managers may transfer time from their respective administrative unit to any other unit. (E.g., A DOE Office Manager for BES can transfer from Office BES, any of its Programs, and any repositories funded through BES.)

To transfer resources,

1. Chose the appropriate administrative unit (repository, program, office, or allocation type) in the "Transfer from Administrative Unit" column.
2. Type in the repo name or chose from the pull-down menu.
3. Repeat the above two steps in the "Transfer to Administrative Unit" column.
4. Select a resource type from the menu.
5. Enter the amount to transfer, in hours. (Enter 0 if you want to only display the current balances.)
6. Click on the "Transfer Resources" button.

The right half of the Result Frames then shows you a review of your proposed transfer. See the example frame below. You can then click on "Confirm Transaction" or "Cancel." When this is done, the screen will update with the message "Transaction Successful."

Example Display

This output appears in the left half of the Result Frame.

Example Result Frame (Right Half)