Embedded Files
Reallocations
Reallocations
A Reallocation is the final step in the process of transferring product and budget changes from the Working Plan to the Approved Plan.
A process begins with creating a reallocation, making necessary changes, if needed, and then submitting it for review. Department Managers and Geographic Vice Presidents of the geographic areas affected by the requested change review the submitted request and can approve or deny the request as submitted. The approved changes will be copied into the Approved Plan.
The Reallocation section in HopeWorks 3 can be found in the Main Menu under Planning.
Don't Forget!
Don't Forget!
Make sure you are in the budget year that you want to make the changes.
Budget and Product Request changes need to be done in the Working Plan of a budget year BEFORE a Reallocation is requested.
Creating a New Reallocation
Creating a New Reallocation
Step 1: Select a plan
Step 1: Select a plan
Select Planning from the main menu, then go to the plan selector on the top right of the screen and select the Working Plan for the year that you are working in and would like to request the change.
Step 2: Select New Reallocation Request
Step 2: Select New Reallocation Request
Click on the New Reallocation Request button on the top right-hand side of the screen. This action will take you to a screen that shows a table listing all changes between the plan you made the changes on, and the Approved Plan.
Step 3: Select changes to be submitted
Step 3: Select changes to be submitted
Click on the boxes of all the changes that you want to include in the request. The list by default will show the changes in the area you were working in. The user can view all the changes entered by clicking the Show all Changes button on the top right of the list.
The submitter can add a comment as part of the reallocation creation to record any details that might be helpful for the managers to know as a reference.
Step 4: Save and Submit
Step 4: Save and Submit
Select Save & Submit or Save Changes. When the request is submitted, an email is sent to all the managers that are required to approve the request with a link to the reallocation. The authorized managers can approve or deny a request. After all the authorized team members have approved a reallocation, the changes will reflect in the Approved Plan.
The Save Changes option allows you to save selections without submitting the reallocation request.
Change a Reallocation
Change a Reallocation
Step 1: Select a reallocation
Step 1: Select a reallocation
Go to Planning and then select Reallocations. Search for and select the reallocation request that you would like to update.
Step 2: Select updated changes to be submitted
Step 2: Select updated changes to be submitted
Click on Show All Changes button. Update your selections.
The submitter can add a comment as part of the reallocation creation to record any details that might be helpful for the managers to know as a reference.
Step 3: Save Changes
Step 3: Save Changes
Select Save Changes. When the request is submitted, an email is sent to all the managers that are required to approve the request with a link to the reallocation. The authorized managers can approve or deny a request.
Once a request has been approved by all the authorized team members, the reallocation will be reflected in the Approved Plan.
Reminder
Reminder
The items that appear underlined on the reallocation form indicate where the change has happened.
Review and Approve a Reallocation
Review and Approve a Reallocation
Important!
Important!
This is a restricted feature that is not part of the main content.
Step 1: Open the requested Reallocation
Step 1: Open the requested Reallocation
When you receive an e-mail notification regarding a submitted planning reallocation request, click on the link in the e-mail which will direct you to the requested planning reallocation in HopeWorks 3 after you log in.
Alternate Methods:
Sign In to HopeWorks 3 and go to Planning. Go to the Pending Reallocations card on the Planning overview page which lists all planning reallocation requests that require your approval. Select the reallocation that you would like to review.
OR
Go to the Reallocations tab which lists all planning reallocation requests submitted for the area currently selected on the left. Select the planning reallocation that you are ready to review.
Step 2: Review the Planning Reallocation Submitted
Step 2: Review the Planning Reallocation Submitted
Once you have selected the planning reallocation that you would like to review, look over the product request and/or budget line item changes listed.
Step 3: Approve or Reject Planning Reallocation
Step 3: Approve or Reject Planning Reallocation
After reviewing the planning reallocation request, you can proceed with one of the options below. Any action taken will send a notification to the user that submitted the request.
Approve - select the Approve button at the bottom of the screen which will approve all of the displayed changes. You have the option of including a comment along with your approval.
Reject - select the Reject button at the bottom of the screen which will reject all of the displayed changes. You are required to include a comment which explains the reason the request is being rejected.
Comment Only - You have the option of adding a comment to the request without approving or rejecting the request. For example, you may want to send a question to the submitter in order to clarify details of the changes in the request.
Questions? E-mail us at support@hopenet.net
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