Move investments between investment plans

Uptempo Financial Management allows you to collaborate with other teams to create strategic marketing plans. The ability to move investments (Line Items) between investment plans makes reallocating costs between different departments simple and efficient.

Move an investment to another investment plan

You can move investments between any two investment plans within the same fiscal year budget. To do this, you must have access to both investment plans.

In the Investments section, highlight the category, sub-category, investment/line item or placeholder you want to move.
Right-click and select Move Row. A pop-up Move display window will appear, where you will decide where to move your investments.
Follow the steps as displayed in the Move display window. First, select the investment plan you will be moving your investments into, then select the grouping they will go under if applicable.
If no category or sub-category is selected, the investment will be placed at the top of the investment plan.
Click the Move Row button.
If there are POs and actuals attached, Uptempo will remind you to remove any POs and actuals before you move the investments. You can add them back in after the move.

You have moved an investment between investment plans.

22 May 2026