Entering Retrospective Status Updates for capital projects

Use this report to enter a Retrospective Status Update for individual capital projects.

To enter a Retrospective Status Update for capital projects:

1. In the Cap Track Admin task pane, in the Capital Tracking Reports section, click Retrospective Project Review, and double-click Retrospective Status Update.

   

2. Refresh data by doing one of the following:

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

     

   • Press F9.
3. Do the following:
   1. In the Refresh Variables dialog, in the Project field, click Choose Value.
   2. In the Choose Value dialog, select the project, and click OK.
   3. In the Refresh Variables dialog, click OK.

4. In the Project Summary tab, complete the following fields, as applicable:

   Option	Description
   Project Approval Date	The date the project was approved
   Project Completion/Forecasted Completion Date	The date the project was completed
   Long Description	The long description used for the project
   Project Justification	The justification given to the project

5. In the Narrative tab, complete the questions, if applicable.

   

6. After you finish making changes, in the Main ribbon tab, click Save.

   

7. At the confirmation prompt, click OK.