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Capital Project Tracking - Take Action on your Financials

This article is intended for: Editors in the Capital Project Tracking module.

Use this article after: Creating your project and project structure. 

  1. Select the Budget and Funding Sources tabs to view your budgeted data for each Project, and the Funding Sources that will fund each project.
  2. Quickly filter on a specific project name.
  3. Maximize the Financials table.
  4. Add Cost Category, and select which projects you would like the cost category to apply to.
  5. Select Reset View to clear all previously applied filtering and sorting.
  6. Select the Columns menu to add or remove columns from the Financials table view.
  7. View and expand Projects to see the cost categories from the Capital Costs panel of the synced Capital Budget Request and the corresponding project total.
  8. Use Financial Settings to view and change the years for the Tracker, the synced Capital Budget, and the Capital Budget Scenario.

NOTE: Project costs that appear as hyperlinks are phases; clicking the link opens the phase details. Project costs without hyperlinks are stand-alone costs. 

 

Need to Edit Settings?

Learn more with these articles: Capital Project Tracking - Settings



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