Viewing the Capital Tracking Summary

The Capital Tracking Summary displays detailed capital tracking information for each project.

To view the Capital Tracking Summary:

1. From the Axiom Capital Tracking home page, click Launch Capital Tracking Summary report.

   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 Summary.

   

   Click image to view full size

2. To change the variables to include in the report, in the upper left corner of the page, click the funnel icon .

   The list of variable drop-downs display on the left side of the page. Click the thumbtack icon to keep the list displayed.

3. Define information to include in the report by configuring the filters, and click Apply.

   NOTE: The only filter that you are required to complete is the Tracking Summary Detail drop-down at the top of the list. To view all of the information in the report, leave the rest of the filter fields blank.

4. To open the plan file for a project, double-click the folder icon on the left side of the CAPREQ/POTRANS column.

5. To view attachments for a capital project or PO request, click the circle-slash icon .
6. To print the report, click the printer icon in the upper left corner of the page.