Capital Plans |
Note: This screen is available only if there is an active license for the Capital Planning module.
The Capital Plans screen enables you to combine several capital projects into a single plan. You can also track schedules and approvals, funding, goals among other information.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Define capital plans
Assign capital projects to plans
Associate goals with a capital plan
Associate objectives with a capital plan
Define funding sources and budget amounts for a capital plan
Add new contributors to a capital plan and manage their rights to edit the plan
View and record comments about capital plans
View and record notes about capital plans
Associate one or more files with a capital plan
Associate attributes with a capital plan
Create a list of approvals and add comments
Setup parent/child relationships between plans