Share project budget data with Axiom Rolling Forecast
Why use this feature
You can now transfer project data to Axiom Rolling Forecast, which allows you to get the most out of your Axiom Healthcare products to meet the forecasting needs of your organization.
The Transfer Capital Tracking 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 Tracking and Axiom Rolling Forecast, you can quickly and easily transfer capital project data to Axiom Rolling Forecast using the new web-based Transfer Capital Tracking to Rolling Forecast utility.
Systems: Web and Legacy
Where: The utility is available from the Capital Tracking home page or from the Cap Track Admin task pane.
Who: Users must be assigned both the Capital Tracking Administrator and Rolling Forecast Administrator roles to use this utility.
How: From the Capital Tracking home page or from the Cap Track Admin task pane > Integration section, click Transfer Capital Tracking to Rolling Forecast. The wizard will walk you through the process of selecting the projects to transfer.
Where to find more information
The following topic in the online help has been updated with information and instructions for using this feature:
