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Capital Budgeting - Create a New Request Form

This article is intended for: Editors in Capital Budgeting

Use this article after: creating a new budget.

Note: You can select any image below to zoom in. 

Capital request forms are sent to department heads and others to submit requests. As an Editor, you can enable, customize, or create unlimited forms and fields. ClearGov offers a sample library to help you get started.

Create New Forms

CB - SS - Create a new Request Form.png
  1. Navigate to the Request Manager and then select Forms.
  2. Select the Create New Form button in the upper right-hand corner.
  3. Give your form a name, a description, and select the request type. Note: Forms fall into three categories: Capital Improvements, Capital Equipment, and Other.
  4. Select the Save button.

Once your new form has been created, you will customize, add, and delete panels in your form to collect the exact information you need. 

Want More Information on Request Forms?

Learn more with this video: All About Request Forms



Have more questions or need assistance? Submit a Request