Viewing the Capital Tracking Directory

Use this report to view a summary of capital project tacking status and purchase request details. This report includes approved capital projects from Axiom Capital Planning as well as non-budgeted projects. From this report, you can access each project's plan file as well as view the project's status at a glance.

To view the Capital Tracking Directory:

  1. In the Cap Track or Cap Track Admin task pane, in the Capital Tracking Commands section, click Tracking Directory, and double-click Capital Tracking Directory.

    NOTE: You can also access a web version of this report from the Capital Tracking home page. For more information, see Viewing project plan files and purchase requests.

  2. To refresh the data included in the report, do one of the following:

    • In the Main ribbon tab, in the Workbook Options group, click Refresh Data.

    • Press F9.

  3. In the Refresh Variables dialog, do the following:

    Option Description
    Select one or more options to include in the report
    1. In the Refresh Variables dialog, for each option to filter by, click Choose Value.
    2. In the Choose Value dialog, select the values to include, and click OK.
    3. In the Refresh Dialog, click OK.
    Include all of the options in the report In the Refresh Variables dialog, leave the field blank, and click OK.

  4. If applicable, in the Tracking Detail Year drop-down at the top of the workbook, select the year to view in the report.

  5. To view the project details for a capital project, double-click the folder icon.