Viewing project plan files and purchase requests

When you click the Plan File Directory button on the Capital Tracking side of the home page, the Capital Tracking - Projects page displays, which lists all the current project files and their details. From this screen, you can also add a new capital project and search for existing projects. To open a project file, simply click any of the links in the CAPREQ, ProjectID, or Description columns.

The Capital Tracking - Purchase Requests page lists all the purchase requests and their details. You can also add a new purchase request and search for an existing request. To open a request, click any of the links in the POTRANS, PR ID, or Description columns.

Project plan files

To view project plan files:

1. From the Axiom Capital Tracking home page, do any of the following:

   NOTE: To access this location from the Cap Tracking Admin task pane, in the Capital Tracking Commands section, click Tracking Directory, and double-click Capital Tracking Directory. For more information, see Viewing the Capital Tracking Directory.

   • To view capital projects, click the Plan File Directory button on the left side of the page.
   • To view purchase requests, click the Plan File Directory button on the right side of the page.

   

   Click image to view full size

2. From this page, do any of the following:

   • To narrow the list of projects, select the options in which to filter the list in the Filters panel, and click Apply. To clear a specific option, click X next to the drop-down list. To clear the entire filter, click Clear All.

   • To add a new project, click + Add New Capital Request at the top of the page. For instructions for adding a new project, see Creating or modifying a non-budgeted capital project.

   • To search for a project, type the project name, CAPREQ ID, or project ID in the search field at the top of the page.

     

Purchase requests

To view purchase requests:

1. From the Axiom Capital Tracking home page, do any of the following:

   NOTE: To access this location from the Cap Tracking Admin task pane, in the Capital Tracking Commands section, click Tracking Directory, and double-click Capital Tracking Directory. For more information, see Viewing the Capital Tracking Directory.

   • To view capital projects, click the Plan File Directory button on the left side of the page.
   • To view purchase requests, click the Plan File Directory button on the right side of the page.

   

   Click image to view full size

2. From this page, do any of the following:

   • To narrow the list of purchase requests, select the options in which to filter the list in the Filters panel, and click Apply. To clear a specific option, click X next to the drop-down list. To clear the entire filter, click Clear All.

   • To add a new purchase request, click +Add New Purchase Requisition at the top of the page. For instructions for adding a new purchase request, see Creating a purchase request.

   • To search for a purchase request, type the project name, CAPREQ ID, or project ID in the search field at the top of the page.