Creating or modifying a capital project
When creating a new capital project, you enter details about the project into Axiom Capital Tracking. The information to add depends on various factors such as whether the project is a Threshold or Non-Threshold project.
After you create a project, a plan file opens with various tab levels and pages for you to complete. Which pages display depends on the project type for which you are submitting a request for. Each page includes a combination of prepopulated data and input fields. The pages include the following:
- Blue fields to input data.
- Drop-down menus to select options.
- White fields that are pre-populated with data.
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To create or modify a capital project:
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From the Axiom Capital Planning home page, click Create or Open Capital Projects.
NOTE: If using the Excel Client, see Navigating to capital project requests.
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- Do one of the following:
To modify an existing project, in the Open Existing Capital Project section, select a project from the drop-down, and click OK.
TIP: You can search for a project by typing the project name or ID number. The system will automatically display projects that include that information.
To create a project, in the Create a New Capital Request section, complete the following, and click OK:
Field Description Project Type Select the type of project you are requesting. Project Type Detail Select a detail type that further describes the project. Department Select the department to associate to the project.
NOTE: The list of departments is limited to the departments for which you have been given access.
Template Select to use Threshold or Non-Threshold template.
NOTE: Though there are only two types of templates that your organization can create, there may be variations of each type available to you.
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Complete the steps for one of the following capital project types:
