Entering data for Threshold (pro forma) projects

The standard Threshold (pro forma) request form includes the following tabs:

  • Setup – Displays the inputs entered when creating a capital project in Axiom Capital Planning.
  • Project – Includes fields for entering basic information about the project and questionnaire sections to answer questions justifying the request as well as a place to enter the project business plan.
  • Financial – Includes fields for financial inputs, balance sheet, financial statements, and discount rates.

  • Summary – Displays the inputs entered in the Setup, Project, and Financial tabs to use for review before submitting your request.

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To create Threshold (pro forma) projects:

  1. In the Project tab, complete the following sub-tabs, as applicable:

    Provide a short and long description for the project as well as a justification statement for why your project should be approved.

    It also displays the approval status of the project. If you have administrator privileges or you are an approver, the Status drop-down allows you to select the status of the request.

    NOTE: One of the options in the Status drop-down is Funding Source. This type of project allows you to use its funding for other projects. For more information, see Creating capital projects as funding sources for other projects.

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    Select the start and completion date for the project.

    NOTE: Your organization may add other text fields to this section for you to complete.

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    Select the class, reason, priority, and category for the requested project. There may also be other picklists specific to your organization.

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    In the Response column, click the toggle to select Yes or No to answer the list of standard questions used to justify for your request. In the Comments box, you can enter additional information, if needed.

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    Answer more extensive questions to justify the expense for the capital project. This information is reflected in the Executive Summary report, which is often used by the Capital Selection Committee.

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  2. In the Financial tab, complete the following sub-tabs, as applicable:

    This tab is segmented into up to 13 additional sub-tabs where you enter capital pricing details. If there are more sub-tabs than the system can display, click the drop-down in the upper right corner of the screen to select other available sub-tabs.

    NOTE: Not all of the sub-tabs you see in the example above will display in your system. What you see depends on how your organization has set up the system. Your organization can add tabs later, as needed.

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    For more information and instructions for each tab, see the following:

    TIP: Instead of entering values using the web form version of the pro forma project, you can use Excel Pro Forma utility by clicking Entering input using Excel at the top of the page. NOTE: This feature will not display if a user is assigned a role profile that has read-only permission to plan files or if someone else has the plan file open and has Save Lock enabled. For more information, see Entering financial inputs for Threshold (Pro Forma) projects using Excel.

    For additional instructions related to this tab, see the following:

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    Displays the projected impact of the project for each upcoming fiscal year. At the bottom of the page, you can input data for the following:

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    Displays questions used to determine the risk factors of a project. For each question, click the toggle to Yes or No if the question applies to your project.

    NOTE: Depending on how your organization has configured the project template, questions with asterisks may be required before you can save the project request.

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  3. In the Summary tab, review the inputs you entered in the Setup, Project, and Financial tabs. Return to the appropriate tab to make edits, if necessary.

  4. To attach files to your request, at the top of the page, click Attachments.

    1. For each file to upload, in the File Attachments dialog, click +Upload Attachment.
    2. In the Open File dialog, select the file, and click Open.
    3. Click Close.
  5. At the top of the page, do one of the following:
    • To save your changes before submitting your project request for approval, click Save.

    • To save and submit your project request for approval, click Submit.

  6. When you submit the request, the system displays a dialog that shows you the next step in the approval process. Enter comments to add to the request, if necessary, and click Submit.

Viewing the Executive Summary report

Click the Executive Summary link in the upper right corner of the page to open the Executive Summary report.

NOTE: By default, the system is set up to link to this report, however, your administrator may customize it to open another report - including a custom report created by your organization. This may include renaming the link.

From his page, you can view the details of the report as well as print a PDF.

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Viewing process status and details for the project

Click the Routing link in the upper right corner of the page to open the Process Routing page, which allows you to view the current process status and details for a particular capital project or purchase request. If you are the current step owner, you can also complete the task from this page. If you are an administrator, you can complete the task for the current step owner and/or move the step to another step in the process. For more information, see Viewing process routing details.

See also