Work with capital project data in plan files

After you transfer capital projects to Axiom Financial Planning and the projects are created as nodes, you can select them in Open Plan Files dialog. The new nodes can be used in models, scenarios, and reports. You can :

• Work with Financial Analysis reports – Run reports on nodes, scenarios, financial statements, summary reports, and more.
• Add an initiative node – Use initiative nodes to track the volume, revenue, expense, and capital associated with a new project.
• Work with Scenarios – Use scenarios to generate and compare forecasts based on different sets of assumptions to get a sense of your organization's finances in various possible future scenarios.

NOTE: If an Axiom Capital Planning project that you have imported is later updated, you must re-transfer the project and rebuild the node. For steps to re-transfer or rebuild, see Manage transferred capital projects or Rebuild a node.