How to Fund CAPEX Items & Projects in PLANix


1. Open General Budgeting Module

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

3. Select a Section/Cost Centre that you intend to budget for in Top Filter Selector.

4. Using the color coding rules, capture the information in each column appropiately

NOTE: Assets or Projects with Multiple Funding must be funded till the status indicators turn from Red to Green.  Therefore; all funded Assets or Project will have Green Status.

5. Remember to Submit/Update (orange button top far right) after capturing a new item(s). Always click YES on the Message box that pops up.

6. Remember to Push Data after you are done with your entire data capture.

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

How to budget for CAPEX in PLANix

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