Navigating to capital project requests

You can create, modify, clone, and delete capital project requests for the previous, current, and next year, but each are located in different places within the task panes.

In the Cap Plan Admin or Cap Plan task pane, in the Capital Planning Commands section, do any of the following:

NOTE: If using the Web Client version, you can also open capital project requests from the Capital Planning home page by clicking the Create or Open Plan Files button.

Next Year's project requests

Do one of the following:

• To create a project, double-click Create or Open Next Year Capital Project.

  

• To clone or delete a project, double-click Clone Next Year Capital Project or Delete Next Year Capital Project.

  

Current year's project requests

To create, clone, or delete a project for the current year, click Current Year Utilities.

Prior year's project requests

To create, clone, or delete a project for a prior year, click Prior Year Utilities.