View and Manage Projects in Capital Planning

Background

Capital Planning provides owner-operators and construction executives with a centralized table to organize multi-year capital portfolios. Within this view, teams can group projects by organizational hierarchy, assess preliminary budgets for early-stage concept projects, monitor live financial actuals from active projects, and simulate capital allocation scenarios by toggling projects in or out of the capital plan.

Things to Consider

  • Hierarchy Views: You can switch between a List layout and a nested Tree layout to view projects structured across multi-tiered levels that reflect your organization or planning structure.

  • In-Plan Toggle: Toggling the In Plan switch off removes a project's budget from the program rollup and grand totals without deleting its planned amounts or historical data.

  • Planned Amount Status:

    • Planned Amounts display either a lump-sum planned budget, a high-level budget with line items, or sync directly with the project-level budget (Original or Revised Budget).

  • Live Budget Columns: For projects in Pre-Construction, Design, Bidding, or Course of Construction, columns such as Original Budget and Revised Budget pull read-only data directly from the project's Budget tool. Click the Budget icon within a project row to open its project-level budget in a new tab.

Prerequisites

  • Company-Level Tool Access: 'Read Only' or higher permissions on the Company-level Capital Planning tool to view plans.

  • Management Permissions: 'Standard' or 'Admin' level permissions on the Company-level Capital Planning tool to edit planned budgets, toggle plan inclusion, configure views, or capture snapshots.

Steps

  1. Navigate to Capital Planning

    • Navigate to the Company-level Capital Planning tool under the Financial Management menu.

    • Click the Capital Plan tab

  2. Switch Views and Grouping Structures

    1. Select a viewing format:

      1. Click Tree to inspect projects organized within their assigned hierarchy tiers (e.g., Territory, Complex, Facility, Sector, Unit)

      2. Click List to display all projects in a flat, sortable grid

    2. (Optional) Click the Select a column to group drop-down menu to regroup projects dynamically by metadata fields such as Region, Project Type, Program, or Stage

    3. Click the caret icon next to any parent grouping to expand or collapse individual project rows.

  3. Search, Filter, and Configure Columns

    1. Search: Enter keywords, project numbers, or project names in the Search field to locate specific records.

    2. Filter: Click Filters to refine the portfolio by parameters such as project stage, priority level, department, or region.

    3. Configure Columns:

      1. Click Configure.

      2. Select or clear checkboxes to toggle columns on or off (e.g., Priority, Project Type, Department, Original Budget, Revised Budget).

      3. Click Apply.

      4. Fullscreen Mode: Click Fullscreen to expand the table across your entire display. Click the button again to exit full screen mode.

  4. Manage Project Inclusion (In Plan) .

    1. Locate the project row in the table

    2. In the In Plan column, toggle the switch:

      1. Active (Blue): The project's budget is included in parent tier rollups and the portfolio Grand Totals row.

      2. Inactive (Gray): The project is excluded from total calculations while preserving all entered values for scenario planning.

  5. Set or Adjust Planned Amounts

    1. Lump Sum Value: Click directly into the Planned Amount cell, enter the estimated cost, and press Enter.

    2. High-Level Budget: Click the blue hyperlinked amount (or the menu arrow next to the cell) to open the cost breakdown editor and itemize funding by categories (e.g., Hard Costs, Soft Costs, Permits).

    3. Project Budget: Sync to either Original Budget or Revised Budget to get updated Planned Amounts whenever the budget changes.

    4. Grand Totals: Review the Grand Totals row at the bottom of the table to verify overall portfolio allocations and baseline budgets.

  6. Create or View Snapshots.

    1. Click Create Snapshot to preserve a point-in-time record of the current capital allocations, project statuses, and forecasts.

    2. Click the Snapshot drop-down menu and select a previously saved snapshot or return to Current to resume real-time planning.

  7. Export the Capital Plan

    1. Click Export.

    2. Select your preferred file format (e.g., CSV/Excel) to download the plan with active groupings and filters applied.

See Also

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