If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules (it is part of Capex planning), or it may not be included in your plan.
How a plan gets here
Every capex proposal gets a capitalization plan the moment the last level of its workflow approves it, at the same time as its row on Consolidated Planning. What the proposal decided is copied onto the plan and cannot be changed here. The capitalization is then approved in a workflow of its own:- Where a capitalization workflow applies, the plan goes to its first level by itself. The approver it is waiting on plans it here and approves it in Approvals.
- Where none applies, the plan waits here for finance to plan it and send it, with Send for approval in its ⋯ or Save & Submit on its form. Sent with no workflow to ask, it is approved at once and the screen says so.
The list
The page is headed Capex - Capitalization Planning. Search the capitalization plan, saved Views, Filter, Columns and Amounts shown in work as on any register. Export downloads the rows the list is showing, at the scale the screen shows, and needs Download a plan’s proposals and phasing as a spreadsheet. Upload is described below.
Every date and time is written to the second on a 24-hour clock, on screen and in the export.
Clicking a row opens its plan to read, as View Capitalization Plan. The row’s ⋯ offers Edit where the plan is yours to change — finance’s while no approver holds it, and the approver’s while it is waiting on them, until it is decided — and Send for approval on a plan no workflow has taken.
Planning a proposal’s capitalization
Edit opens Edit Capitalization Plan. What the proposal decided is greyed. Your administrator arranges the form in Form Studio under Capex - Capitalization Planning, which Edit form opens.
An amount can be at most 9,99,99,99,999.
Capitalization lines
Under the figures, Capitalization lines lists the lots the proposal is capitalized in, one row each, scrolling sideways on its own. Add line adds one, clicking a row edits it, and its ⋯ offers Edit and Delete (Do you want to delete this capitalization line?). Under the lines, the screen says whether The lines add up to the total capitalization value.
Every worked-out figure is blank where the lot’s block has no rate.
Saving and sending
Before a plan can be sent or approved it needs the budget of a fresh-money proposal, the CTC, the GST credit, the Approval Month Year, at least one capitalization line, a depreciation rate for every line’s asset block, and the lines adding up to the total capitalization value. A plan still missing any of them says Before its capitalization can be approved it still needs: and names them.
Approving a capitalization plan
The approver a plan is waiting on opens it from Approval Status, or from Approvals. The approval dialog draws the plan’s form, with Save capitalization plan to save what you changed, lines included. Approve waits until the plan is saved and has everything it still needs. Somebody reading a request they raised, or signing on another’s behalf, sees the same form greyed.Updating plans from a spreadsheet
Upload opens Update the capitalization plan from a spreadsheet. It is offered to people who may change capitalization plans, and to an approver with a plan waiting on them.
A sheet of more than two thousand rows is more than one upload: narrow the list, download the template for each part, and upload each. Columns your administrator has taken off the form for you are left out of the template and not read.
Consolidated Planning
Where the same approved proposals’ cash outflow is planned.
Change Logs
Who changed what on a capitalization plan and its lines.