Basic Info |
The Basic Info tab of the Capital Projects screen enables you to create capital projects.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on capital project ID, description, capital project type ID, capital project status ID, capital program ID, and capital priority ID, among other values.
The field in the top section of this tab defines the data that displays.
Capital project ID
Identifier of the capital project currently displayed in the grid or that you are defining. Maximum field length is 30 characters. May include some special characters (such as an ampersand: &). This field has a list box. The project description displays to the right of the ID. This field is required.
Note: If auto-numbering is enabled, a project ID is generated automatically when a project type is entered. Automatic numbering for project types is activated on the Basic Info tab of the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.
Description
Text description of the project you are defining. Maximum field length is 60 characters. This field is required.
Fiscal year
Fiscal year in which the project was created. Range of acceptable years is 1753 to 2999. This field is optional.
Yearly inflation factor
Yearly inflation factor that can be used to adjust the budget on the Schedule tab. Must be a positive number if entered.
Project type ID
Identifier of the project type. The type description displays to the right of the ID. This field is required. Capital project types are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.
Project status ID
Identifier of the state of the whole approval process for the project. The status description displays to the right of the ID. On project origination, the status should reflect a DRAFT state. This field is required. Capital project statuses are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Statuses screen.
Capital program category ID
Identifier of the capital program category. This field has a list box. The program category description displays to the right of the ID. This field is optional. Capital program categories are defined on the Equipment Management -> Capital Planning -> Setup -> Capital Program Categories screen.
Capital program ID
Identifier of the capital program. This field has a list box. The program description displays to the right of the ID. This field is optional. Capital programs are defined on the Equipment Management -> Capital Planning -> Setup -> Capital Programs screen.
Note: If a capital program category ID is selected, the choice list displays the programs associated with the program category, followed by all programs.
Capital category ID
Identifier of the capital category. This field has a list box. The category description displays to the right of the ID. This field is optional. Capital categories are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Categories screen.
Capital priority ID
Identifier of the capital priority. This field has a list box. The priority description displays to the right of the ID. This field is optional. Capital priorities are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Priorities screen.
Account ID
Identifier of the account used for the capital project.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.
For more information, see Financial Project Codes.