Working with capital projects in Axiom Financial Planning

After you transfer Axiom Capital Planning projects into Axiom Financial Planning, you need to create each project as a node using the Node Rebuild Utility. For more information, see Building nodes from imported history and other data.

Generally, transferred data is available to be processed into plan files and used in models, scenarios, and reports.

If an Axiom Capital Planning project is updated, you need to re-transfer the project and rebuild the node. For information, see Rebuilding a node.