Integrating capital project data

Axiom Financial Planning allows you to import capital project data using the Transfer Capital Projects to Financial Planning integration utility. As of the 2020.1 release, this utility replaces the Excel-based transfer to Axiom Financial Planning utilities in Axiom Capital Planning. The Transfer Capital Projects to Financial Planning utility also exists in Axiom Capital Planning if your system includes both Axiom products. You can use the utility in either product to transfer capital project files.