Request approval for investments

If your organization uses a dual-control governance to verify planning, you must submit your investments for approval after you create them.

Before you begin

Before you can submit an investment for approval:

The Approval feature must be activated in your Uptempo instance. When it is activated, colored bars are displayed on the left border of the line item's and placeholder's cells in the Plan and/or Forecast columns.
You must finish setting up all the details of the investment. After you submit the investment, (when it is in the states Pending, Approved or Denied), you can no longer make any changes to the investment or its attributes.

In the Investments section, find the investment line item for which you want to request approval.
In the cell that contains the amount you want to submit for approval, place the pointer on the colored bar on the left edge of the cell to expand it.
Click Planning.
In the Planning menu, click Send for Approval.

The amount is sent for approval.

In the next step, the designated approver must review your request and approve or deny it. For details, see Approve or deny investment approval requests.

22 May 2026