Transfer capital project data

You can import capital project data to Axiom Financial Planning using the Transfer Capital Projects to Financial Planning utility if your organization is licensed for Axiom Capital Planning and Axiom Financial Planning. The Transfer Capital Projects to Financial Planning utility is also available in Axiom Capital Planning, and you can use it in either product to transfer capital project files.

The system transfers the following information with the project:

  • Capital request number (CAPREQ) and project ID
  • Description of the project
  • Total requested for the project
  • Project type
  • Project start year
  • Project requestor

NOTE: If you adjust capital project data, you can transfer the project again to update it in Axiom Financial Planning. However, you must open and save or rebuild the Financial Planning plan file in Axiom Financial Planning to include the changes. If you delete a project in Axiom Capital Planning, you must also delete it in Axiom Financial Planning. See Manage transferred capital projects for more information on enabling or disabling the transfer of previously-transferred projects.

To get started, see Set up transfer from Axiom Capital Planning.

See also