Request a budget transfer
Use this process to reallocate funds from one investment plan to another, for example from a plan that is coming in under target to an investment plan that requires more budget.
Request a budget transfer
In the
Investments section, select the investment plan from which you want transfer budget.Click Request Transfer above the grid. The Request a transfer dialog is opened.
Enter the amount that should be transferred.
Make sure you have selected the correct currency.
In the Type field, select Transfer.
In the From field, select the investment plan from which the amount will be deducted.
In the field right to the From field, select the applicable budget attribute.
In the To field, select the investment plan from which the amount will be added.
In the field right to the To field, select the applicable budget attribute.
Optional: Enter a description in the field at the bottom of the dialog.
ClickSend.
You have requested a budget transfer.
If you are an assigned approver for the investment plan the request is auto-approved. If you are not eligible to approve budget transfers for this investment plan, the approvers are informed about your request by email. Your request is in pending status and you can monitor the request, see View and manage budget reallocation requests.