Using the Encumbrance Management Form:
- The Encumbrance and PO Management form is available as an Excel document on the Purchasing Services Forms page.
- Instructions for using the Encumbrance and PO Management form are available as a pdf (updated 9/20/2010 to include using the Remaining Encumbrance Status Tool).
- Use the Remaining Encumbrance Status Tool in the Purchasing System Inquiry to provide PO and encumbrance balance information to use on the form.
- If you prefer to use WISDM directly, instructions for finding your current encumbrance balance in WISDM to list on the form are available as a pdf.
- To find the appropriate accountant in Research and Sponsored Programs (RSP) to discuss your project balance, use RSP's accountant search.