Creating or modifying business plan questions

The Business Plan Questions driver lists a set of optional questions to include in capital project planning files to capture detailed narrative inputs justifying the request. This is often used for Threshold projects. Many organizations have a Strategic Planning document that project owners must complete for large projects. The answer to these questions can replace that document or supplement a Strategic Planning attachment needed by your organization.

To create or modify business plan 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 Business Plan Questions.

  3. In the Title field, modify the title if you want to use a title other than Business Plan Questions in your template. Modifying the title does not change the tab name in the template but only the description used.
  4. In the Enable Business Plan Questions for Template Group drop-down, select the template group that will include the questions.
  5. In the Description column, type the topic title to include in the planning workbook.
  6. In the Include column, if you selected Always from the Enable Business Plan Questions for Template Group drop-down, you may enable individual questions for specific template groups
  7. In the CP or CT? column, select to enable the questions for Axiom Capital Planning only, Axiom Capital Tracking only, or for both.
  8. In the Required for Save? column, do one of the following:
    • To require users to answer the question before they can save data in the plan file, sclick the toggle to Yes.
    • To allow users to save data in the plan file without answering the question, click the toggle to No.
  9. In the Help Text column, type the question or related information to help users answer the question.
  10. To add another question topic, click + Add Business Plan Question, and complete Steps 5-9.
  11. After making your changes, in the upper right corner of the page, click Save.
  12. 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.