View and manage budget reallocation requests

After you have submitted budget reallocation requests, you can view your open requests and make changes to them if needed.

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:
You can't 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 subordinate investment plans.

On the Transfer Requests overview:

The buttons Deny and Approve are only active if you are an assigned approver for the applicable hierarchy level and if you have selected 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.
If you want to see the requests for other activity plans, set the From and To filters accordingly.
In the last column of the overview table, click More actions to view additional actions for each transfer request:
- Click Edit to change details of the request.
- Click Delete to delete the request.
- Click Details to see detailed information of the request.

22 May 2026