Once a scenario is approved in SPM Portfolio Planning, the financial values are typically committed/populated into the portfolio plan and there is no direct “Undo Approval” button available OOTB in many versions.
You can try the following approaches depending on your instance/version:
1. Check if the scenario state can be manually reverted from Approved back to Draft/Planning.
- Some implementations restrict this through business rules/workflows.
2. Review related financial tables/target balance records populated during approval.
- In some cases, clearing the generated target rows manually (or via background script in non-prod) may be required.
3. If this is only for demo purposes, consider:
- duplicating the original portfolio plan before approval
- or restoring from a clean baseline/demo data set
4. Also verify whether a rollback context or transaction was generated during approval:
- System Diagnostics → Transactions
- Rollback & Recovery (if enabled/customized)
5. If approvals were driven through Flow Designer/workflows, there may be custom logic preventing reversal.
I would recommend testing in a sub-prod instance first because reverting approved financial data can impact related budget calculations and downstream planning records.
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