Checklist for Editors: Capital Budgeting - Prepare for Capital Request Submissions

Before You Begin... 

Invite Other Editors to Assist in the Process

Bring in additional help to completing the steps below. Editors will be able to access and edit all aspects of the Capital Budget. 

Resource: Add Editors

4 Steps to Preparing for Capital Requests

Step 1: Create or Modify Capital Request Forms

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.

Resources:  Request Forms

Step 2: Set Up Data Points to Help You Filter

Utilize a Scorecard to gather the data needed to weigh projects against each other and set up Request Groups to create customized tags help you group capital requests together and filter your requests easier. 

Resources:

• Scorecard
• Request Groups

Step 3: Import Previous Capital Requests

Import existing or prior Capital Requests from outside of ClearGov as needed. Capital Requests will be imported for each Form that you have created. 

Resources: Import Capital Requests

Step 4: Create Teams and Invite Contributors

For the Request Round, you will create Teams to group your Contributors together to let them collaborate on specific requests.

Resources: 

• Capital Budgeting - Create a Team
• Add and Invite Contributors
• Checklist for Contributors: Create and Submit Capital Requests
  Pro-Tip: Send this checklist to your Contributors to assist them in the process. 

Need Additional Resources?

Feel free to search our Support Center or review resources on this specific module: Capital Budgeting