What’s new

Welcome to Version 2020.1 of Axiom Capital Tracking!

Forecast, and Axiom Financial Planning with new wizard-based assets as well as a few other client requested enhancements.

Create funding source projects

In Axiom Capital Planning, you can now create projects designated as funding sources. The dollar value used for the source project can fund other projects. For example, you may designate a project as a contingency fund to fund other projects, which allows you to save time by easily track the contingency dollars available.

Open project summary reports from plan files

As projects are reviewed, users can quickly and easily access the Executive Summary report, or any other report configured by the administrator, directly from the capital project plan file. This allows users to review details about the project, including detailed financial information, to make the best-informed decisions.

Share project budget data with Axiom Budgeting

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.

Share capital project data with Axiom Financial Planning

The Transfer Capital Projects to Financial Planning 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 financial planning files. After the data has been transferred, you can then enter or update the project data in Axiom Financial Planning.

View process routing details for plan files

Directly within the project plan file or purchase request, you can now see and manage where the project or purchase request is in the review process—saving you time from having to search for and open separate utilities.

Transfer original project budget to Axiom Capital Tracking

When transferring project data to Axiom Capital Tracking, the system can now track the original budget values copied from the project. This allows you to transfer an approved project from Axiom Capital Planning but not transfer the budget so it can be funded via transfer. This value allows the admin to easily see what the original budget was from the originating project.

Enhanced filtering for Update Project Initiator reports

In 2020.1, we enhanced the Update Project Initiator reports for both Axiom Capital Planning and Capital Tracking by providing new mechanisms in which to filter information. These enhancements include the standard refresh variables options included in many Kaufman Hall reports as well as an advanced filtering capability to only generate the reports with information you want to work with.