Investment Plan Configuration
Administrators can configure the default resolution settings and timeframes for the Investment Plan, determining how data is displayed—whether monthly, quarterly, or annually—across different periods, including historical, current, and future years.
While administrators set the default configurations, users have the flexibility to customize resolutions directly within the application. This allows them to tailor how they view investment plans to suit their specific needs.
Key Concepts
Resolution: Defines how data is grouped (monthly, quarterly, annual).
End Year: The year until which data will be displayed.
Custom Resolutions: Overrides default settings and can be applied to specific years.
Capex Management Investment Plan Configuration
Navigation:
Go to Administration → Capex Management → Investment Plan.
Settings to Define:
End Year:
Determines the final year for which outlay data will be shown in the Capex Request Investment Plan. This setting is fixed and cannot be modified by users within the Investment Plan.Resolution Settings:
Choose how data will be displayed for the following periods:Current Year
Historical Years
Future Years
Available options include monthly, quarterly, or annual resolutions.
Custom Resolutions:
To override the default settings for specific years:
Click [+ Add Custom Resolution].
Specify custom resolutions for particular years, either before or after the current year, to tailor the view to your specific needs.
Click the trashcan icon next to the corresponding resolution to remove a custom resolution.
Save Your Configuration:
Click [Save] to apply and save your configuration. This will immediately update the resolution settings for all users in the investment plan.
