Form Sets

Table of Contents

Overview

Form sets provide a streamlined way to collect and organize investment forms, tailored to the distinct phases of your investment cycle and types. This section guides you through creating, configuring, and customizing form sets, ensuring alignment with your organization's needs.

Investment Forms

Investment forms contain properties that encapsulate the rationale behind investment proposals, such as project name, background, investment category, project managers, etc. The number of properties can range from a few to several hundred, depending on the enterprise and project type.

Phases and Data Requirements:

• Initialization: Idea registration/Creation pop-up

• Pre-decision: From idea to final approval

• Execution: Execution phase

• Close-out: Close-out phase

Summary Form:
A summary form consolidating pivotal approval-centric data is available within the request's approval section (assuming a decision route is selected). This form offers decision-makers a quick overview and remains accessible across all phases.

Read more about creating and designing forms here: Creating and Designing Forms

Creating Form Sets

Steps to Create a Form Set:

1. Click the New Form Set button in the upper right corner of the form sets page in Form Management settings.

2. Name the form set. Ensure the name is unique and informative, indicating its use.

3. Select forms for all phases (Creation, Pre-decision, Execution, Post-completion, and Summary) for the type of investments using this form set.

   • For Pre-decision, Execution, and Post-completion phases, it is possible to select up to ten different forms.

4. Click Save.

Editing Form Sets

Steps to Edit a Form Set:

1. Click the pen icon in the upper right corner of the form set you wish to adjust.

2. Add, remove, or reorder the included forms in the phases as needed.

3. Click Save.