Monitor a Request

Sheila has requested several budget reallocations. She would like to get an overview and rework the requests if necessary.

1. Go to the Budget tab.

2. Inline with the according folder, sub-folder or investment plans, click transfers (x). The x represents the number of pending requests.

Note: You cannot request a budget reallocation on folder or sub-folder level. But reallocation requests for investment plans are rolled-up to sub-folder and folder level. Opening the request overview on these levels gives you an overview on requests for all sub-ordinate investment plans.

The Transfer Requests overview for the selected folder, sub-folder or investment plan is displayed. When opened, the overview shows pending requests.

The buttons Deny and Approve will only be clickable if you are an assigned approver for the according hierarchy level and if you have marked one of the pending requests.

If you want to see all requests or request with other statuses for this hierarchy level, use the Status filter on the right side above the table to display the requests.

In case you want to see the requests for other activity plans, set the From and To filters accordingly.

The last column of the overview table offers an action menu: 

• Click > ⁝ > Edit to change details of the request.

• Click > ⁝ > Delete to delete the request.

• Click > ⁝ > Details to see detailed information of the request.