Adding or editing project types

To add or edit a project type:

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 Project Type Input Table.

3. To display a specific project type input table, from the View drop-down, select the type.

   

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4. To add a new project type, click + Add Project Type.

   

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5. In the Include column, select whether to include (Yes) or exclude (No) it as a default project type.
6. After making your changes, in the upper right corner of the page, click Save.
7. At the confirmation prompt, click OK.
8. Process the plan files to propagate your changes