Creating capital projects as funding sources for other projects

In Axiom Capital Planning, you can create a project designated as a funding source for other projects. The process of creating these types of projects is almost exactly the same as creating any other type of project. The difference is that the Axiom Capital Planning administrator designates the project plan file as Funding Source in the Project Approval report. Funding from projects designated as a funding source can then be used to allocate funds to other projects.

NOTE: Only Axiom Capital Planning administrators can designate a funding source project.

To create a funding source capital project:

1. Create a new capital project.
2. In the Project Approval report, in the Approval Status column, select Funding Source.
3. In the Approval Comments column, type additional comments, as needed.
4. After you finish making changes, in the Main ribbon tab, click Save.

In the Project tab > Description tab of the project plan file, the Status field will display "Funding Source" to inform the project requestor the status of the project.

NOTE: The Status field displays as a drop-down list only for administrators and approvers.

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