Configure Capital Planning Settings

Configuring the Capital Planning tool ensures that your portfolio data aligns with your organization's financial calendar and capital planning window.

• Required User Permissions: 'Admin' level permissions on the company-level Planning tool.

• Additional Information:

  • Changing the fiscal year start month will automatically update the quarterly and yearly groupings in the forecasting grid.

  • Programs created in settings are available for selection when organizing projects in the capital plan.

1. Navigate to the company-level Capital Planning tool.

2. Click the Settings (gear) icon in the top right.

3. Under Fiscal Year, select the month that marks the start of your organization's fiscal year from the drop-down menu.

4. Under Plan Window:

   1. Select the planning duration. For example, the number of forecast years, such as 3, 5, or 10 years to establish the active planning horizon.

   2. (Optional) Specify the default starting year for future forecasting views.

5. Click Save to apply the changes to the Capital Planning tool.