Creating or modifying text fields

You may define up to ten custom text fields for inclusion in capital project plan files.

To create or modify text fields:

  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 the Configuration tab, click Text Fields.

  3. For each custom text field, complete the follow:

    Option Description
    Description Type a label for the text field to display within the plan files.
    Enable for Template Group? Select in which template groups to enable the text field.
    Enable for CP and CT? Select to enable the text field for Axiom Capital Planning only, Axiom Capital Tracking only, or for both.
    Required for Save?

    Do one of the following:

    • To require users to enter information in the field before they can save the plan file, click the toggle to Yes.
    • To allow users to save the plan file without entering information in the field before saving the plan file, click the toggle to No.
    Input Format

    Select a data type for the field. Available formats include the following:

    • Text
    • Number
    • Currency
    • Date
    • Percentage.
  4. After making your changes, in the upper right corner of the page, click Save.
  5. 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.