Transferring capital project data to Axiom Rolling Forecast

If your organization uses Axiom Capital Tracking and Axiom Rolling Forecast, you can transfer your capital spending data to your Axiom Rolling Forecast plan files.

IMPORTANT: We recommend that you DO NOT change department numbers in Axiom Capital Tracking after you transfer projects to Axiom Rolling Forecast and process the plan files. This may cause duplication of data in different plan files.

Selecting and transferring project spending data

NOTE: By default, any previously transferred projects will transfer again unless you select them not to. For instructions on, see Managing transferred projects.

To select and transfer project spending data:

1. From the Axiom Capital Tracking home page, click Transfer Capital Tracking Projects to Rolling Forecast.

   NOTE: To access this location from the Cap Tracking Admin task pane, in the Integration section, double-click Transfer Capital Tracking to Rolling Forecast.

   

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2. From the Select Capital Tracking Year(s) to Transfer drop-down, select the year in which to transfer projects to Axiom Rolling Forecast.

   

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3. In the dialog, select one or more years of data to transfer, and click OK.
4. Click Next.

5. Next to the CAPREQ column, click the check box to select the project spending data to transfer, and click Next.

   TIP: To filter the list, hover your cursor over a column heading, and click the funnel icon. To view the contents of the plan file, click the folder icon in the CAPREQ column.

6. To transfer the data, click Submit.
7. At the confirmation prompt, click OK.

A summary screen displays to confirm that the data from the specified files has been transferred.

Managing transferred projects

By default, project spending data that was previously transferred will automatically transfer again when you run the utility. However, you can control this action by enabling or disabling these projects from transferring .

To manage transferred projects:

1. In the Cap Plan Admin task pane, in the Integration section, double-click Transfer Capital Tracking to Rolling Forecast.

   

2. Click Manage previously transferred projects.

   

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3. Do any of the following:
   1. To transfer all projects in the list, click Yes. To disable the transfer of all projects, click No.
   2. To search for a specific project, type project information in the Search box such as the CAPREQ number, the project ID, or description.
   3. To view the plan file for a project, click the folder icon next to the CAPREQ number. The plan file opens in a separate tab. From here, you can make any necessary changes to the project. However, to propagate the changes in the Transfer Capital Tracking to Rolling Forecast utility, you will need to close it and open it again.

   4. For individual projects, click the toggle to Yes to transfer the project. Click the toggle to No to disable the transfer.

   

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4. Click Next to continue the transfer process as described in step 4 in the "Selecting and transferring projects" section above.

   NOTE: The projects you disable from transferring will not display in the list.

Video instructions