Managing categories

Creating or modifying categories

The Category Input driver allows you to define up to ten categories of capital items.

To add or modify categories:

  1. From the Axiom Capital Planning home page, click Edit Drivers.

    NOTE: To access this location from the Cap Planning Admin task pane, in the Administration section, click Capital Planning Drivers, and double-click Capital Planning Drivers.

    Click image to view full size

  2. From Configuration tab, click Category Input Table.

  3. In the Description to be used for Category field, type a term used to refer to categories throughout the system.

    NOTE: The default term is Category, but your organization may choose to use a different term.

  4. From the Use Category drop-down, select when to enable the categories.
  5. From the Enable Category for CP or CT drop-down, select to enable the category for Axiom Capital Planning only, Axiom Capital Tracking only, or for both.

  6. For the Category Required for Save option, do one of the following:

    • To require users to select a category before submitting a capital request, set this option to Yes.
    • To not require users to select a category before submitting a capital request, set this option to No.
  7. For each category, complete the following:
    1. In the Description column, type a name for the category.
    2. In the Help Text column, type additional information that describes the category
    3. In the Capital Account column, select the capital account the category belongs to.
  8. To add a category, click + Add Category, and complete Step 7.
  9. After making your changes, in the upper right corner of the page, click Save.
  10. At the confirmation prompt, click OK.

If you are making changes to this driver, make sure to process the plan files to propagate your changes.

Deleting categories

To delete categories:

  1. In the Cap Plan Admin task pane, in the Capital Planning Commands section, navigate to the drivers for the previous year, current year, or next year.
  2. In the Cap Track Admin task pane, in the Administration section, double-click Capital Tracking Drivers.

  3. In the Capital Planning Drivers utility, click Configuration > Category Input Table.

  4. Select the check box next to the Description field.

  5. After making your changes, in the upper right corner of the page, click Save.
  6. At the confirmation prompt, click OK.

If you are making changes to this driver, make sure to process the plan files to propagate your changes.