Adding or modifying capital-related questions

The Capital Related Questions driver allows you to define up to 20 yes/no questions to include in capital project plan files. You can use these questions to trigger steps in workflow.

To add or modify capital-related questions:

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.

   

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2. From the Configuration tab, click Capital Related Questions.

3. In the Description column, type the question text to include in the planning workbook.

   The Selection column displays the type of questions.

4. In the Include column, select when to include the questions in the plan file.
5. In the CP or CT? column, select to enable the questions for Axiom Capital Planning only, Axiom Capital Tracking only, or for both.

6. In the Required to Save? column, do one of the following:

   • To require users to answer the question before they can save the plan file, click the toggle to Yes.
   • To allow users to save the plan file without answering the question before saving the plan file, click the toggle to No.
7. To add a question, click + Add Capital Related Question, and complete Steps 3-7.
8. After making your changes, in the upper right corner of the page, click Save.
9. 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.