Capital Budgeting Configuration

This documentation is your go-to resource for understanding and managing capital budgets in Weissr Capex. It covers key functionalities to help you set up, track, and analyze your organization's capital expenditures effectively.

In this section, you’ll find detailed information on:

  • System Budget Properties – Understand the foundational fields determining how budget request data is calculated and managed.

  • Budget Investment Plan – Configure the default resolution of investment plans to align with your capital budget strategy.

  • Budget Charts – Create interactive visualizations that provide clear insights into budget allocations and spending trends.

  • Backups – Define which budget data should be stored to ensure security, recoverability, and compliance.

Use this documentation as your guide to managing Weissr Capex’s budgeting capabilities, streamlining financial planning, and making data-driven decisions with confidence.