Viewing project plan files and purchase requests

When you click the Plan File Directory button on the Capital Tracking side of the home page, the Capital Tracking - Projects page displays, which lists all the current project files and their details. From this screen, you can also add a new capital project and search for existing projects. To open a project file, simply click any of the links in the CAPREQ, ProjectID, or Description columns.

The Capital Tracking - Purchase Requests page lists all the purchase requests and their details. You can also add a new purchase request and search for an existing request. To open a request, click any of the links in the POTRANS, PR ID, or Description columns.

To view project plan files and purchase requests:

1. From the Axiom Capital Tracking home page, do any of the following:

   NOTE: To access this location from the Cap Tracking Admin task pane, in the Capital Tracking Commands section, click Tracking Directory, and double-click Capital Tracking Directory. For more information, see Viewing the Capital Tracking Directory.

   • To view capital projects, click the Plan File Directory button on the left side of the page.
   • To view purchase requests, click the Plan File Directory button on the right side of the page.

   

2. From this page, do any of the following:
   • Capital Projects
     • To add a new project, click + Add New Capital Request at the top of the page. For instructions for adding a new project, see Creating or modifying a non-budgeted capital project.
     • To search for a project, type the project name, CAPREQ ID, or project ID in the search field at the top of the page.
   • Purchase Requests
     • To add a new purchase request, click +Add New Purchase Requisition at the top of the page. For instructions for adding a new purchase request, see Creating a purchase request.
     • To search for a purchase request, type the project name, CAPREQ ID, or project ID in the search field at the top of the page.