This article is intended for: Editors of the Capital Budgeting module.
Use this article to: Learn how to create a new Capital Budget.
From the moment your Capital Budgeting subscription begins, you can create a Capital Budget. The year associated with your budget will determine the first year of data collection.
The program timeline determines the number of years of data you collect.
- Navigate to the Capital Budget product from the left-hand navigation menu.
- Select +Create New Capital Budget to get started!
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Enter your budget details.
- Enter a Budget Name.
- Enter the Budget Year. Note: Each year can only be associated with a single capital budget.
- Enter the Program Timeline, which is how many years this Capital Budget will track.
- Enter the dates to Start and Stop Accepting Requests. This can be adjusted later if needed.
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Select the Next: Prior Year Carry Forward button.
- For more information on Prior Year Carry Forward, please see this article.
- If this is your first year in Capital Budgeting, please skip the next step and click Create your Capital Budget.
Ready to Prepare for Success?
Learn more with this video: 5 Steps to Capital Budgeting Success.
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