Working with file groups

Axiom Capital Planning organizes files into groups related to a single year's capital budget. Within a file group, files are stored in a consistent folder structure and share a common set of configuration settings, preferences, key statistics, templates, macros, and so on.

The types of files in an Axiom Capital Planning file group include:

  • Plan Files – Plan files are spreadsheet workbooks that allow you to view and modify data from the Axiom database.

    In Axiom Capital Planning, each plan file represents a single capital project request. Managers generate a new plan file within the active budget's file group each time they submit a new capital project for approval.

  • Driver Files – Driver files display configuration settings that control the structure and behavior of plan files within the file group as well as assumptions, such as key inflation factors or drop-down menus needed for reporting or workflow.

    For example, a driver file might indicate that certain columns should be hidden in the plan files for that particular file group, set inflation assumptions, or define the expected increase or decrease in patient volume for that particular budget year.

  • Templates – Templates are spreadsheets pre-populated with formulas that Axiom Capital Planning uses to generate plan files.

    IMPORTANT: Please do not edit template files because doing so might generate errors or cause the system to calculate output incorrectly. If you require a custom template, please contact Syntellis so our consultants can help develop a solution that meets your specific needs.

  • Reports and Utilities – Axiom Capital Planning comes with a library of standard reports. Most of these reports only display information, but some reports allow you to perform more complex analysis and calculations. These type of reports are referred to as utilities.

  • Process Definitions – Process Definitions are scripts that allow Axiom Capital Planning to automate certain processes involving file groups, individual files within the group, or even files outside the group.