Configure and Export the Capital Plan

Export your capital plan or your snapshots either to a CSV format or an Excel format to share with your stakeholders

• Required User Permissions:

  • 'Read Only' or higher on the company-level Planning tool to create personal saved views.

  • 'Admin' on the company-level Planning tool to create company-wide saved views.

  • 'Admin' on the company-level Planning tool to configure tool settings.

• Additional Information:

  • Saved views persist across sessions and include column visibility, order, and filtering states.

  • Exported files reflect the active filters and column configurations of the selected view.

To configure and export the Capital Plan, complete the following tasks:

1. Configure Plan Views and Settings

2. Save and Share the View

3. Export the Capital Plan

Configure Plan Views and Settings

1. Navigate to the Company level Capital Planning tool.

2. In the top navigation, select the Capital Plan tab.

3. Configure the active layout to meet your reporting needs:

   • List vs Tree View: Select the view you want to save/export.

   • Configure Columns: Click the Configure (gear) icon to open the column configuration panel. Mark or clear checkboxes to show or hide budget, forecast, and project metadata columns. Drag columns up or down to set the display order, then click Apply.

   • Set Fiscal Year & Range: Click the Fiscal Year dropdown menu and select the required reporting timeframe.

   • Filter Data: Click Filter, define your criteria (such as Status, Region, or Program), and click Apply Filters.

   • Group Rows: Click Group By and choose a primary metadata attribute to categorize table rows into collapsible sections.

Save and Share the View

1. In the upper-left corner above the grid, click the Views dropdown menu.

2. Select Create View.

3. In the Create View modal:

   • Name: Enter a clear, descriptive title for the view.

   • Scope:

     • Select Personal to make the view accessible only to your account.

     • Select Company to make the view available to all users across the organization
       

       Note

       Requires 'Company Admin' level permissions.

4. Click Create.
   

   Note

   The view saves the active column visibility, ordering, filters, grouping, and fiscal year selection.

Export the Capital Plan

1. Verify that the correct saved view and active filters are applied to the grid.

2. In the upper-right corner of the table toolbar, click the Export button.

3. Select your desired export format:

   • Excel (.xlsx): Exports structured data with formulas and column groupings intact for spreadsheet analysis.

   • CSV: Generates a raw comma-separated data file for importing into external BI tools.

4. Your browser will download the file automatically. Review the exported file to ensure all required columns and filtered line items are reflected accurately.