Import project budget data from Axiom Capital Planning
Why use this feature
Axiom Capital Planning includes several utilities that allow you to transfer capital project data to multiple Axiom products, including Axiom Budgeting. This sharing of data allows you to get the most out of your Axiom Healthcare products to meet the many budget, planning, and forecasting needs of your organization.
The Transfer Capital Projects to Budgeting utility has been redesigned and updated to provide a web-based wizard experience so that you can quickly and easily transfer the specific data needed to include and manage in your budgets. After the data has been transferred, you can then enter or update the project budget data in Axiom Budgeting for each month—the same as any other budget item.
How this feature works
What: If your organization is licensed for Axiom Capital Planning and Axiom Budgeting, you can quickly and easily transfer capital project data to Axiom Budgeting using the new web-based Transfer Capital Projects to Budget utility.
Where: The utility is available from the Capital Planning home page or from the Cap Plan Admin task pane.
Who: Users must be assigned both the Capital Planning Administrator and Budgeting Administrator roles to use this utility.
How: Open the Transfer Capital Projects to Budget utility. The wizard will walk you through the process of selecting the projects to transfer.
NOTE: You will first need to map the Capital Planning category codes to the Budgeting accounts. The wizard includes a link to do this.
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Where to find more information
The following topics in the online help have been updated with information and instructions for using this feature:
