Deciding on a Reallocation Request

Sheila has requested several budget reallocations and John is the assigned approver who has to decide on Sheila's requests.

  1. Select:

    • As approver you have received an e-mail to inform you about a pending request.

      1. In the e-mail click see request details.

        2. You will be guided to the request.

    • If you are already in the system:

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

  2. The Transfer Requests overview for the request is displayed.

  3. Click on the row of the request to be decided on.

  4. Optional: In the last column of the request's row, click > ⁝ > Details.

    The Adjustment details dialog is opened. You will get more information on the request.

  5. Select above the overview table or in the Adjustment details dialog:

    • Click Approve to confirm the request.

      • The budget amount is reallocated accordingly.

    • Click Deny to reject the request.

      • The budget amount isn't reallocated.

You have decided on the reallocation request.