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How to Manage Portfolio-Level Budget Requests as Validation Responsible 

In this article, you’ll learn how to access, review, and take action on budget adjustment and transfer requests at the portfolio level using the Investment Planning module. As the Validation Responsible, you play a key role in ensuring that funding changes are reviewed, approved, or redirected with full traceability.

Overview

The Investment Planning module allows you, as the Validation Responsible, to review and manage budget adjustment and budget transfer requests at the portfolio level through the My Workflow section.

  • Budget Adjustment Requests are submitted when a portfolio requires additional funding.

  • Budget Transfer Requests are used to reallocate unused funds from one portfolio to another.

This article explains how to access, review, and take action on these requests.

📌 Accessing the My Workflow Section

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

  2. Click on the My Workflow tab.

    You will see a list of Budget Adjustment and Transfer requests where you are assigned as the Validation Responsible.

    • Adjustement Request - Requested : 

    • Budget Transfer Request - Proposed :

 

✏️ Reviewing and Validating an Adjustment Request

  1. Locate the adjustment request in the list.

  2. Click the Edit icon to open the request details.

  3. From here, you can update the status :

    • Assigned → Reviewed → Validated or Rejected 


Once an action is taken, the request status is updated and visible to the submitter.

If the request is validated:

  • The approved amount is reflected in the Portfolio Investment Allocation section under Total Validated Investment

 

✏️ Reviewing and Validating  Transfer Request

  1. Locate the Transfer request in the list.

  2. Click the Edit icon to open the request details.

  3. From here, you can: 

    • Reject the request 

    • approve the request 

Once an action is taken, you must click "Validate Operation" to finalize the request

If the operation is validated,

  • The request status is updated to Completed in My Workflow

  • The changes are reflected in the Portfolio Investment Allocation section:

    • Total Validated Investment is updated

    • Transfers Received from Other Portfolios reflects the new incoming amount



✅ Summary

The My Workflow section in the Investment Planning module gives you complete oversight of budget-related requests at the portfolio level.

As the Validation Responsible, you can:

  • Review and take action on budget adjustments

  • Approve or reject budget transfers

  • Ensure that funding remains accurate, responsive, and strategically aligned

All actions are automatically reflected in the Portfolio Investment Allocation view, ensuring transparency and traceability across your investment planning process.