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Capital Projects


The Capital Projects screen enables you to define and activate capital projects. You can use the screen to track many project-related data sets, including funding sources, schedule, approvals, risks, and savings.

To learn more about each tab's functions and fields, click the applicable hyperlink.

Basic Info

Define capital projects

More Info

Key dates for capital projects, such as draft, project planned, and closed

Personnel

Key personnel associated with a capital project

Attributes

Associate attributes with a capital project

Schedule

Schedule associated with a capital project

Funding Sources

Funding sources for projects

Allocations

Project funding through the years

Assets

Assets associated with the project

Segments

The Segments tab enables you to associate segments to a capital project.

Risks

Risks associated with the project

Savings

View and record comments about capital projects

Comments

The Comments tab allows you to display and record comments about capital plans

Notes

View and record notes about capital projects

Files

Associate one or more files with a capital project

Approvals

Associate approvals with a capital project

Approval History

Review a project's approval history

Work Orders

Associate a work order with a capital project

Work Projects

Associate work projects to a capital project

Funding Schedule

This tab enables you to work with funding sources.

Purchasing

This tab allows you to see and enter PO information.