Axiom Capital Planning information displays in Financial Input sheet tabs

Why use this feature

When transferring capital projects to Axiom Capital Tracking, you can now see that the values in the Financial Input sheets came from Axiom Capital Planning—make it easier to see where the data came from, particularly in Capital Tracking plan files with multiple sheets.

How this feature works

What: If the Capital Planning project includes additional or renamed Financial Input sheets and the project is opened in Capital Tracking, then the tab names will display CP_source file group year_sheet name, as shown in the following example:

Also, when transferring multiple Capital Project files to an existing Capital Tracking plan file, the Source CAPREQ area at the top of the plan file page displays "Multi" as shown in the following example:

Systems: Web and Legacy

Where: The changes occur in the Financial Input sheets and the plan details of the capital project.

Who: All Capital Tracking users

How: From the Capital Tracking home page, click Create or Open Capital Projects. From the Open Existing Capital Project section, select a project transferred from Axiom Capital Planning.

Where to find more information

The following topics in the online help have been updated with information and instructions for using this feature: