Share project budget data with Axiom Financial Planning
Why use this feature
Axiom Capital Planning includes several utilities that allow you to transfer project data to multiple Axiom products, including Axiom Financial Planning. 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 Rolling Forecast 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 rolling forecast plan files.
How this feature works
What: If your organization is licensed for Axiom Capital Planning and Axiom Financial Planning, you can quickly and easily transfer capital project data to Axiom Financial Planning using the new web-based Transfer Capital Projects to Financial Planning utility.
Systems: Web and Legacy
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 Financial Planning Administrator roles to use this utility.
How: Open the Transfer Capital Projects to Financial Planning utility, and the wizard will walk you through the process of selecting the projects to transfer.
Where to find more information
The following topics in the online help have been updated with information and instructions for using this feature:
