> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assetinfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Capex-Consolidated Planning View

> One row per capex proposal approved for the consolidation plan, where head office plans its cash outflow, GST credit and asset block, changes rows in the grid or from a spreadsheet, and sends each plan for approval.

The Capex-Consolidated Planning View is where head office plans what each approved capex proposal will spend: the cash going out in the planned year and the four after it, month by month in the first, the GST that comes back on each figure, and the block the asset lands in. It has one row per proposal, laid out as head office's consolidation sheet.

**Capex-Consolidated Planning View** is in the **Finance** group of the navigation, for people holding **View the Capex-Consolidated Planning View**.

> [!NOTE]
>
> 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 row gets here

A [capex proposal](https://docs.assetinfinity.ai/finance/capex-planning.md#how-a-proposal-is-approved) comes here the moment the last level of its workflow approves it, as **Approved for Consolidation Plan**. Its row is made then, with what the proposal decided — its unit and location, categories, investment type and amount — fixed, and the figures head office plans copied onto the row so they can be changed here without touching the approved proposal.

The plan on each row is then approved in a planning workflow of its own:

* Where a planning workflow applies, the row goes to its first level by itself. While it is with its approvers, the approver it is waiting on plans it here — the row says **This proposal's plan is waiting on you. Plan it here and save, then approve it in Approvals.** — and approves it in [Approvals](https://docs.assetinfinity.ai/work/approvals.md).
* Where none applies, the row waits here for head office to plan it and **Send for approval**. If no planning workflow applies when it is sent, the row is approved straight away and the screen says so.

When its plan is approved, the proposal's status becomes **Capex Plan Approved**; turned down, **Capex Plan Rejected**.

## The list

The header has **Upload** (see [Updating the plan from a spreadsheet](#updating-the-plan-from-a-spreadsheet)) and **Export**, which downloads the rows the list is showing headed as its grid is, and needs **Download a plan's proposals and phasing as a spreadsheet**. **Search the consolidated plan**, saved **Views**, **Filter**, **Columns**, **Select all** and **Amounts shown in** work as on any register. Your administrator can choose in [Form Studio](https://docs.assetinfinity.ai/config/form-studio.md) how the list is drawn — which columns are held in place as you scroll sideways, a **#** column numbering the rows, and its colours.

![The Capex-Consolidated Planning View with one row per approved proposal, each Approved for Consolidation Plan, with its request ID, unit and location, category and coordinator](https://mintcdn.com/assetinfinity/6BKDYSBAoBv4eyf1/images/finance/capex-consolidated-planning-light.png?fit=max\&auto=format\&n=6BKDYSBAoBv4eyf1\&q=85\&s=e550b6180cdad1e2d056484f80250a27)

The columns follow head office's sheet, in its order and in its words, with headings over the four sets of figures that would otherwise be two runs of **MM1** to **MM12** nobody could tell apart. Every figure the sheet works out can be sorted and filtered like the ones typed.

| Group | Columns |
| - | - |
| The proposal | **Financial Year**, **Request ID**, **Proposal Status**, **Approval Status**, **Unit and Location**, **Category**, **Sub-Category**, **Project Co-ordinator**, **Item Description**, **Item Type**, **Investment Type**, **Reference ID**, **Quantity**, **Nature of Investment**, **Fresh Sanction Amount for Current FY**, **Approved Carryover amount from previous Year**, **Capex Amount**, **Detailed Justification**, **Category (P/S/C/F)** |
| The planned year | **Carry Forward of Approved Cashflow of CY**, **Internal Order Reference for Carryover**, **Total Carryover PY1**, **PY1 Proposed Plan**, **Estimated Cash Outflow - CF during PY1**, **Estimated Cash Outflow - Fresh during PY1**, **Estimated Cash Outflow during PY1**, **Difference: Proposed Plan vs. Estimated Cash Outflow (PY1)** |
| **Estimated Cash Out flow** | **PY2** to **PY5** and their **Total** |
| **GST Credit** | **GST Rate**, then **PY-1** to **PY-5** |
| **PY-1 Cashflow** | **MM1** to **MM12** and their **Total** |
| **GST Credit PY-1** | **MM1** to **MM12** and their **Total** |
| After them | **Asset Block**, **Last Approved By**, **Last Approved Date** |

**Proposal Status** and **Approval Status** stand beside the **Request ID** because **Approval Status** is how an approver finds a row waiting on them: clicking it opens the request in Approvals. A row whose twelve months do not add up to the year's outflow is marked **The months do not add up to the year's estimated cash outflow**.

### What is worked out

| Figure | How |
| - | - |
| **Total Carryover PY1** | **Carry Forward of Approved Cashflow of CY** plus **Approved Carryover amount from previous Year** |
| **PY1 Proposed Plan** | **Total Carryover PY1** plus **Fresh Sanction Amount for Current FY** |
| **Estimated Cash Outflow during PY1** | The carry-forward outflow plus the fresh outflow |
| **Difference** | **PY1 Proposed Plan** less **Estimated Cash Outflow during PY1** |
| **GST Credit** | The GST inside each figure at the row's **GST Rate**: the figure divided by one plus the rate, times the rate, to two places. **PY-1** is worked out on the year's outflow, and each month's credit on that month |

A fresh-money proposal is asked the fresh-money figures and a carry forward the carry-forward ones; the boxes the other type would use are greyed.

## Planning a row

The row's **⋯** offers **Edit** where the row is yours to change — head office's, holding **Change an approved proposal's figures on the consolidated plan**, while no approver holds it, and the approver's while it is waiting on them — and **Send for approval** on a row no workflow has taken. Clicking a row opens it to read, as **View planning**.

**Edit** opens **Edit planning**. What the proposal decided is drawn greyed and cannot be changed here; every figure worked out follows what you type. The form has four headed sections that fold away, and your administrator arranges it — the order of its boxes, its sections, which boxes it asks, and who may write each — in [Form Studio](https://docs.assetinfinity.ai/config/form-studio.md) under **Capex-Consolidated Planning**, which **Edit form** opens.

| What you plan | Notes |
| - | - |
| **Project Co-ordinator**, **Item Description**, **Quantity**, **Nature of Investment**, **Detailed Justification** | Copied from the proposal, and changed here only |
| **Fresh Sanction Amount for Current FY** / **Approved Carryover amount from previous Year** | Whichever the investment type asks |
| **Carry Forward of Approved Cashflow of CY**, **Internal Order Reference for Carryover**, **Estimated Cash Outflow - CF during PY1** | Carry forward only |
| **Estimated Cash Outflow - Fresh during PY1** | Fresh money only |
| **PY2** to **PY5** | The cash going out in each later year |
| **GST Rate** | From the list named **GST Rate Master**, kept on the [Lists](https://docs.assetinfinity.ai/config/administered-lists.md) screen, each named by its percentage, like 18. Until it has values, the box says an administrator adds them there |
| **MM1** to **MM12** | The planned year month by month. They should add up to **Estimated Cash Outflow during PY1**, so that their total is the GST credit on PY-1; the form says what each comes to when they do not |
| **Asset Block** | From the list named **Asset Block Master**, on the same screen |

An amount can be at most 9,99,99,99,999, and the quantity has to be more than zero and at most 99,999. **Save** writes the row; the approved proposal is left as it was.

Before a row's plan can be sent or approved it needs an **Item Description**, **Quantity**, **Nature of Investment**, **Detailed Justification**, **GST Rate**, **Asset Block**, **Carry Forward of Approved Cashflow of CY** on a carry forward, and the twelve months adding up to the estimated cash outflow during PY1. A GST rate whose name no longer says a percentage counts as missing. A row still missing any of them says **Before its plan can be approved it still needs:** and names them.

### Changing many rows at once

Tick the rows you want — or **Select all** — and **Edit selected** in the bar at the foot of the list opens their boxes in the grid itself. Type into the boxes on each row: what the proposal decided and every figure worked out are greyed, and the figures follow what you type. **Save** writes every row you changed, **Cancel** leaves them as they were, and **Clear** unticks the selection. If you changed nothing, nothing is saved and the screen says so. Only rows you may edit can be ticked.

## Approving a row's plan

The approver a row's plan is waiting on opens it from **Approval Status**, or from Approvals. The approval dialog draws the row's planning form — **The plan you are approving. Change what it needs here and save it before you approve.** — with **Save plan** to save what you changed. **Approve** waits until the plan is saved and has everything it still needs, and says beside it what is missing. Somebody signing on another's behalf, or reading a request they raised, sees the same form greyed.

## Updating the plan from a spreadsheet

**Upload** opens **Update the plan from a spreadsheet**. It is offered to people who may change the consolidated plan, and to an approver with a row waiting on them.

| Step | What happens |
| - | - |
| **Download the template** | A **Consolidated plan template** holding the rows the list is showing now that you may change, as they stand, headed as the grid is |
| Fill it in | One row per proposal, under the template's headings, each found on the plan by its **Request ID**. An upload changes what you could change on each row's form, and nothing the proposal decided or the plan works out. It never adds a proposal. Rows the file does not mention are left as they are. A co-ordinator is matched by email or name, and a nature of investment, GST rate and asset block by their code or name |
| **Choose a file** | The file is read in your browser and checked at once. Before anything is written it lists, under **To be updated, and what changes**, which rows will change and in which columns, and under **These will not be updated, and why**, which cannot. Rows that already hold what the file says are counted and left alone |
| **Update** | Writes the rows that can be updated. Each row is saved on its own, because each may be waiting on its own approver, so the rest still go if one cannot. What it then reports — **Updated, and what changed** and **Not updated, and why** — is the write's own answer, which can differ from the check where somebody changed a row in between |

An older `.xls` file is refused: open it in Excel, save it as `.xlsx`, and choose it again. Where nothing in the file changes a proposal you may change, the dialog says there is nothing to update.

> **[Capex planning](https://docs.assetinfinity.ai/finance/capex-planning.md)**
>
> The plans and proposals that reach this view once approved.

> **[Approvals](https://docs.assetinfinity.ai/work/approvals.md)**
>
> Where a row's plan is approved.


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