Capex Management

Actuals import

Mail sent to selected forecasting responsible users (or others) with information about updated actuals and forecasted data based on the import of actuals from the ERP system. Only sent for clients utilizing the “Actuals Import” integration.

Capex Management

Assigned as decision maker

Notification sent to the user selected as the 'Suggested Decision Maker' for a specific step within a request/project, allowing email approvals with login.

Capex Management

BI Export

Notification sent to a specified user with information about the results of an export to the reporting database.

Capex Management

Capex request is ready for export

Notification sent to a specific user informing them that a request/project has been approved and is ready for export to an external (ERP) system.

Capex Management

ERP integration

A notification is sent to a specified user with information about the results of exporting specific project data to an external system, usually an ERP system.

Capex Management

Final approval step passed

Notification sent to specified users based on their inclusion in the request/project informing them that a request/project has passed the final approval step.

Capex Management

Integration import status

Notification sent to a specified user with information about the integration status, whether failed or successful.

Capex Management

Not more project leader

Notification sent to a user who was previously selected as “Project leader” (property ID 5) but has been replaced.

Capex Management

Planned decision date approaching

Notification sent to a selected decision-maker, alerting them that a planned decision date for a request/project is approaching.

Capex Management

Planned decision date missed

Notification sent to a selected decision-maker, informing them that a planned decision date for a request/project has been missed.

Capex Management

Planned decision date today

Notification sent to a selected decision-maker, notifying them that today is the planned decision date for a request/project.

Capex Management

Removed from decision-makers

Notification sent to a user who was previously selected as a "Suggested Decision Maker" but has been replaced.

Capex Management

Request import completed

Notification sent to a specified user when the request import (migration/bulk import) is completed.

Capex Management

Request rejected

Notification sent to specified users based on their inclusion in the request/project informing them that a request/project has been rejected.

Capex Management

Route step changed

Notification sent to specified users based on their inclusion in the request/project informing them that a request/project has moved to another step in the approval route.

Capex Management

Set as project leader

Notification sent to a user who has been assigned the role of “Project Leader” (property ID 5) for a request/project.

Capex Management

User mentioned in budget comment

Notification sent to a user who has been mentioned in the collaboration chat within the Capital Budgeting module.

Capex Management

User mentioned in request comment

Notification sent to a user who has been mentioned in the collaboration chat within the Capex Management module.

Capex Strategy

Not more responsible for asset mapping

Notification sent to a user who was previously responsible for asset mapping but has been removed.

Capex Strategy

Not more responsible for strategy roll-over

Notification sent to a user who was previously responsible for the current strategy roll-over but has been removed.

Capex Strategy

Not more responsible for external data

Notification sent to a user who was previously responsible for external data but has been removed.

Capex Strategy

Not more responsible for investment plan

Notification sent to a user who was previously responsible for investment plan data but has been removed.

Capex Strategy

Not more responsible for alternative

Notification sent to a user who was previously responsible for a strategic alternative but has been removed.

Capex Strategy

Not more responsible for base alternative

Notification sent to a user who was previously responsible for the base alternative but has been removed.

Capex Strategy

Not more responsible for building block

Notification sent to a user who was previously responsible for a strategic building block but has been removed.

Capex Strategy

Set as responsible for asset mapping

Notification sent to a user who has been assigned the role of "Responsible for Asset Mapping."

Capex Strategy

Set as responsible for strategy roll-over

Notification sent to a user who has been assigned the role of "Responsible for Approving Strategy Roll-Over."

Capex Strategy

Set as responsible for external data

Notification sent to a user who has been assigned the role of "Responsible for External Data."

Capex Strategy

Set as responsible for investment plan

Notification sent to a user who has been assigned the role of "Responsible for Investment Plan."

Capex Strategy

Set as responsible for alternative

Notification sent to a user who has been assigned responsibility for a strategic alternative.

Capex Strategy

Set as responsible for base alternative

Notification sent to a user who has been assigned the role of "Responsible for the Base Alternative."

Capex Strategy

Set as responsible for building block

Notification sent to a user who has been assigned responsibility for a strategic building block.

Both

User account disabled

Notification sent to a user whose account has been disabled.

Both

User account enabled

Notification sent to a user whose account has been enabled.

Both

User account locked

Notification sent to a user whose account has been locked.