Create Initiatives from Axiom Capital Planning data

Axiom Strategy Management administrators can create Initiatives from imported Axiom Capital Planning data for Axiom Strategy Management systems integrated with Axiom Capital Planning.

The Axiom Capital Planning integration utility on the Admin Maintenance page steps you through the process of creating Initiatives from imported Axiom Capital Planning data.

You need the following to use this utility:

  • An Axiom Strategy Management system integrated with Axiom Capital Planning, with active licenses for both

    NOTE: Currently, integration is supported only in the Web Client.

  • SM Admin role and the Initiative Creator role
  • Any Axiom Capital Planning role

NOTE: The individual CapReqs that are visible to you depend on existing Axiom Capital Planning security.

To create Initiatives from Axiom Capital Planning projects:

  1. In the Navigation panel, click Admin > Maintenance.
  2. On the Maintenance page, click the Integration tab.

  3. On the Integration tab, click the Capital Planning utility button.

  4. From the Select Source File Group drop-down, select the desired Capital Planning year, and then click Next.

  5. From the File Group list, select the desired Capital Requisition, and then click Submit.

    IMPORTANT: You need to have YRMO records for all of the OrigBudget years in which your projects run.

    Notice that there is a Project Target column. The system uses the amount in this column as the new Initiative’s Target.

  6. In the Generate a New Initiative Request dialog, enter all required information. Note that you must select a Frequency. Click Create Initiative. (For details, see Create an Initiative.)
  7. In the new Initiative’s plan file:
    1. Complete the needed information in the rest of the tabs. For details, see Create an Initiative.
    2. In the Milestone/Measures tab, add any desired milestones.
    3. For the new Initiative measure, be sure to add a Baseline. You can rename the Initiative measure if desired. The Measure’s Start and End dates are based on the years in which the CapReq runs.
    4. To submit the Initiative for review and approval, click Submit.