This video is intended for: Admins of the Capital Budgeting module.
Use this video after: Creating your Capital Budget.
Set up Capital Request Forms to centralize and simplify your request process.
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 or modify capital request forms to collect the necessary information for your budgeting decisions. Confirm that your funding sources are appropriate for your organization and archive any unused forms to avoid confusion.
Pro Tips when editing a form:
- Mark fields as Mandatory
- Name Funding Sources and Capital Cost categories
- Add additional panels or hide any unwanted panels to continue customizing the form.
Learn More About Request Forms
Have more questions or need assistance?
Submit a Request