How to Allocate initial Budget, submit Adjustement Request  and Transfer Budget request at the Portfolio Level 

Overview

The Investment Planning module enables you to effectively manage budget distribution at the portfolio level through the Portfolio Investment Allocation section. From this centralized view, you can:

• Allocate initial budget from a specific funding source to a portfolio

• Request adjustments when additional funding is needed

• Transfer budget between portfolios to reallocate unused funds

This flexible approach ensures that funding remains aligned with evolving priorities, enabling responsive and transparent financial planning across your strategic portfolios.

📌 Accessing the Portfolio Investment Allocation Section

1. Go to Portfolio → Plan → Investment Planning Studio or Open the Investment Planning Studio directly from the Portfolio Office.

2. Click on the Portfolio Investment Allocation tab.

   You will see three key action buttons at the top:

   • Request Adjustment

   • Transfer Budget

   • History

   Below, you'll find a list of portfolios with the following key fields displayed.

   • Portfolio  : Portfolio name

   • Status : Current lifecycle stage (e.g., Funnel, Reviewing, Analyzing, Ready, On Hold, Implementing, Closed)

   • Allocation Status : indicates whether investment has been reviewed/validated

   • Total  Validated Investment : total amount of investment offically allocated to this portfolio

   • Pending Adjustment Request : additional investment requested but not yet approved

   • Transfers recieved from Other Portfolios : budget transffered to ths portfio from other portfolios

   • Action (Edit or View )

 

 

➕ Allocate initial Budget to a Portfolio

1. Select the Year for which the allocation is intended.

2. Locate the target portfolio in the list.

3. Click the Edit icon to open the Edit Portfolio dialog.

4. Complete the required fields:

   • Validation Responsible: Select the person responsible for validation.

   • Budget Source: Choose from available sources.

     • 👉 To learn How to add a Budget Source , see the article :
       How to Manage Budget Sources at the Portfolio Level

   • Amount: Enter the budget amount to allocate.

5. Click   to submit the allocation request.

 

After Submission

• The amount appears under “Pending Adjustement Request.

• The request status updates in real time as the Validation Responsible takes action:

  • Assigned → Reviewed → Validated or Rejected 

• Once validated, the approved amount appears under Total Validated Investment

 

🔁 Request a Budget Adjustment

1. Click the “Request Adjustment” button.

2. In the Request Budget Adjustment dialog:

   • Select the Portfolio from the list.

   • Choose the Validation Responsible.

   • View the Current Allocation (displayed automatically).

   • Select the Budget Source.

   • Enter the Requested Amount.

   • Provide a Justification.

3. Click Submit.

After Submission

•  The request appears in My Team Workflow under Investment Planning.

 

• The requested amount shows under Pending Adjustment Request

• A visual icon appears beside Total Validated Investment 

• The request status updates in real time as the Validation Responsible takes action:

  • Assigned → Reviewed → Validated or Rejected 

• Once validated, it reflects under Added Adjustment Requested.

🔄 Transfer Budget Between Portfolios

1. Click the “Transfer Budget” button.

2. In the Transfer Budget dialog:

   • Select the Source Portfolio (the portfolio sending the funds).

     • The system displays the Remaining Transferable Amount, excluding already committed expenses.

   • Enter the Amount to Transfer.

   • Select the Destination Portfolio.

   • Choose the Validation Responsible.

   • Provide a Justification.

3. Click Submit.

After Submission

• The request is added to My Team Workflow

• A visual indicatorappears next to the Total validated investment amounts of both portfolios
  
  

• The request status updates in real time as the Validation Responsible takes action: 

  • Rejected

  • Approved:  the aApproved transfers appear under Reallocated from Other Portfolios

👁️ View Portfolio Budget Allocation

• Locate the desired portfolio in the list.

• Click the View icon next to the portfolio

• You'll be able to review:

  • Initial Allocated Budget 

  • Additional Investment Requested (Current Year)

  • Mult-Year Adjustement Requests

  • Transferts from Other Portfolios (Multi-Year)

  • Toatl Confirmed Allocation for "year"

✅ Summary

The Portfolio Investment Allocation section gives you full control over how funds are distributed and adjusted across portfolios. You can:

• Allocate budgets from defined sources,

• Visualize current and pending funding,

• Request additional funds as needs evolve,

• Transfer budget between portfolios seamlessly.