How to Edit CAPEX Funding in PLANix


GUIDELINES:


1. Open General Budgeting Module

2. Open Budget Preparation Folder >> Capital Expenditure Budgeting >> Fund Capital Items & Projects >> Edit Capital Expenditure Funding

3. To edit, use Data Filter Selectors on top to select your desired data parameters. Once you select these parameters, the system will populate the existing budgeted data.

4. The first Greyed Row(s) shows the Original Budgeted Data and it's followed by Editable Row(s) that you can effect changes. Make changes in your desired Cell(s).

NOTE: Concentrate on cell(s) you want to effect changes only. You don't have to change the entire row(s) unless if applicable.

5. Click Apply Button once you done editing

6. Remember to Push Data after you are done your entire editing.

N.B: Refresh Data button will clear data in cells once clicked


SUPPORTING LINKS: Click the link(s) below for related article(s):

How to Fund CAPEX Items & Projects in PLANix

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