Form Sets in Capex Strategy

This guide provides step-by-step instructions for creating, editing, and assigning form sets in Weissr Capex Strategy. Form sets are a core part of how your organization structures and manages data collection across different project types and strategic alternatives.

Overview

Form sets allow administrators to group and assign alternative forms to specific node types and alternative types, ensuring that the right forms appear in the right context. This approach simplifies form management and ensures consistency in how data is collected and analyzed across your organization.

You can view all connected forms and the projects using a particular form set in the Form Sets list.

The role of alternative forms

Alternative forms are used to collect structured, strategic data—such as assumptions, background, market analysis, and cost projections—for Base Alternatives, Strategic Building Blocks (SBBs), and Strategic Alternatives (SAs). The number of properties in a form can range from a few to several hundred depending on organizational complexity.

Alternative forms are grouped into form sets, tailored to specific node and alternative type combinations. This ensures consistent form usage across your hierarchy while still allowing flexibility where needed.

Alternative types explained

Each form set maps forms to one or more alternative types:

• Base Alternative
  Represents the current state (status quo). Forms here often capture challenges, constraints, and existing operations.

• Strategic Building Block (SBB)
  Represents site-specific initiatives such as conversions, debottlenecking, or closures.

• Strategic Alternative (SA)
  Combines one or more SBBs to model complete, organization-wide strategies.

Summary forms

Summary forms are linked to the alternative type, not to any specific node in the hierarchy. They are used to collect aggregated, high-level information about the entire alternative, regardless of which sites or nodes are involved.

Unlike forms assigned to nodes (e.g., Site or Division), summary forms are:

• Not tied to a specific location or organizational level

• Displayed once per alternative, regardless of how many nodes it spans

• Intended for strategic overviews, executive summaries, or consolidated reporting

Use cases include:

• Summarizing the overall strategy of an SA

• Highlighting synergy effects or consolidated assumptions

• Providing commentary or conclusions

Node types

Node types define the hierarchical structure of the organization in Weissr Capex Strategy. Each node type corresponds to a level in the organizational framework:

• Division/Group
  Represents the top levels of the organizational hierarchy.

  • Group: The overarching entity encompassing the entire organization for most Capex Strategy clients.

  • Division: A level below the Group, representing major segments. Some clients operate with multiple Divisions for greater granularity.

• Middle Level
  Represents intermediate organizational segments, which may include multiple layers such as business units, regions, or departments. These nodes reflect logical divisions based on the company's operational structure.

• Site
  Represents individual operational units such as factories, plants, offices, or departments. This is the most granular level of the hierarchy.

Creating & editing form sets

Form sets in Weissr Capex Strategy define the forms used for specific combinations of node and alternative types. This allows administrators to tailor data collection processes to the strategic needs of the organization. Here's how to create and edit form sets effectively.

Creating a form set

Follow these steps to create a new form set:

1. Navigate to Form management
   Go to: Administration → Capex Strategy → Form management → Form sets.

2. Create a new form set
   Click the + New form set button in the upper-right corner of the Form sets page.

3. Name the form set
   Provide a unique and descriptive name for the form set.

4. Assign forms for node-alternative types

   • For each node + alternative type combination, select the appropriate form

     • You can reuse the same form across multiple combinations

     • Leave combinations blank if no form is required

5. Save the form set
   Once all forms are assigned, click Save to finalize the form set.

Editing a form set

To modify an existing form set, follow these steps:

1. Locate the form set
   Find the one you want to update from the Form Sets list and click the pen icon

2. Update form assignments
   Add, remove, or replace forms as needed per node/alternative type

3. Click Save to apply the changes

Tips for managing form sets

• Descriptive naming: Use clear and specific names to indicate the purpose and scope of each form set.

• Consistency across combinations: Reuse forms where applicable to maintain standardization and reduce configuration complexity.

• Flexibility: Leave node-alternative combinations blank if no form is required, ensuring form sets are adaptable to varied use cases.

• Periodic review: Regularly review and update form sets to align with evolving organizational strategies and project needs.

By following these steps, you can efficiently create and maintain form sets, ensuring that your organization captures relevant and actionable data across all node-alternative types.

How to connect a form set to a project

To use your forms and form sets effectively, you must connect them to the project(s) where they will be applied. Form sets can only be connected at the Group and Division node levels within the organizational hierarchy. Here’s how to do it:

1. Navigate to the desired project
   Go to Administration → Capex Strategy. Select the desired project from the left-hand menu.

2. Open the nodes menu
   Click on Nodes in the navigation menu to display the organizational hierarchy for the project.

3. Select the desired node
   In the hierarchy tree, choose the node where you want to assign the form set:

   • Click on the Group node (the highest level) to configure forms for the entire organization.

   • Click on a Division node if different form sets are needed for different divisions.

4. Assign a form set

   • For the selected node, locate the Form Set dropdown on the right-hand side of the page. Select the desired form set from the list.

5. Save the assignment
   Once a form set is selected from the dropdown, the assignment is automatically saved—no additional steps are required.

Best practices

• Single group setup: For organizations with a simple structure, connecting the form set to the Group node ensures all node-alternative types within the Group use the same form set.

• Multi-division setup: Assign specific form sets to Division nodes to accommodate diverse requirements across divisions.

• Review form set assignments: Regularly check and update form set connections to ensure they reflect current organizational strategies and project needs.

By following these steps, you can seamlessly connect form sets to projects, ensuring the appropriate forms are available at the correct node levels for data collection and strategic planning.