Document Building - Edit Capital Projects Settings (CIP Document and Digital Budget Book)

In the Capital Projects tab of the overall document Settings, you can control the particular details you want to display in your CIP document or Digital Budget Book document (if you choose to sync it with your Capital Budget).

Access these settings by navigating to the document settings using the button in the upper right corner of the document. In document settings, navigate to the Capital Projects tab.

Across the top of the Capital Projects settings page are three sub-tabs: Individual Project Type Details, Individual Project Pages, and Project Summary Pages. Select the option below to navigate directly to that section of the article.

Individual Project Type Details

Individual Project Pages

Project Summary Pages

Individual Project Type Details

For each capital project type you can control which information you'd like to display across the same project type.

The project types displayed correspond directly with the Request Forms created in your Capital Budget (e.g. Building and Facilities, Computer Software, Other Equipment etc.). Learn about Capital Budgeting Forms here.

Drill into the individual project type (e.g. Buildings and Facilities) by selecting the arrows, then toggle off what you do not want to display in the document for each project type section using the hide and show toggles. 

The following settings can be found in each section:

• Overview
  • Estimated Completion Date
  • Estimated Start Date
  • Project Number
  • Request Groups
  • Request Owner
  • Type
  • Project Type
  • Department
• Project Location
• Description
• Supplemental Attachments
• Images
• Details
  • Type of Project
• Capital Costs, Funding Sources, Operational Costs
  • Charts
  • Table
  • Project Financials Status (e.g. In Progress, Proposed, Adopted)
  • Totals

Select Save Settings to confirm any changes made. 

Individual Project Pages

Each individual capital project detail can be individually controlled. This will override any display changes at the project type level.

Pro-Tip: Individual projects can have settings that differ from the default ‘Project Types’ settings. Changes made to your individual project settings won’t be affected by updates to ‘Project Types’ settings. Look for the purple tag icon to the left of the show/hide toggle to quickly see which unique settings have been applied.

Drill into the individual project by selecting the arrows, then toggle off what you do not want to display in the document for each project detail section using the hide and show toggles. 

The following settings can be found in each section:

• Overview
  • Estimated Completion Date
  • Estimated Start Date
  • Project Number
  • Request Groups
  • Request Owner
  • Type
  • Project Type
  • Department
• Project Location
• Description
• Supplemental Attachments
• Images
• Details
  • Benefit to Community
• Capital Costs, Funding Sources, Operational Costs
  • Charts
  • Table
  • Project Financials Status (e.g. In Progress, Proposed, Adopted)
  • Totals

Select Save Settings to confirm any changes made. 

Project Summary Pages

Use these options to hide or show charts and tables on all project summary pages. 

Important Note: If settings for the included Capital Budget are updated under the “Data Sources” section, these settings will be restored to the default state. Learn about the Data Source settings here. 

Here you can choose to:

• Display charts on all project summary pages.
• Display summary tables on all project summary pages.
• Display Project Number in summary tables.
• Display Project Name in summary tables.

Select Save Settings to confirm any changes made.