Approve or deny reallocation requests

As an assigned approver, you can choose whether to approve or deny any pending request.

Go to the Budgets section.
Inline with the applicable folder, sub-folder or investment plan, click transfers in the Transfers column. The Transfer Requests overview is displayed and shows all pending requests for the selected folder, sub-folder or investment plan.
If you received an email notification about a pending request, you can click See request details in the email to skip the first two steps.
Click on the row of the request you want to approve or deny.
Optional: In the last column of the request's row, click More actions > Details to Adjustment details dialog and see more information about the request.
Choose whether to approve or deny the request:
- Click Approve to confirm the request and reallocate the budget amount.
- Click Deny to reject the request. The budget amounts remain unchanged.
Optional: Repeat steps 3-5 for any other pending requests.

22 May 2026