General
Capex Strategy Help
Capex Management Help
Administration Help
About
Contact
Hide navigation
Capex Management Help
General info about Capex Management
What is the Capex Management module of Weissr?
What are the different stages of the Capex Management process
Key KPIs explained
FAQ
Filtering, Sorting, and Searching
How to filter requests
How to save a filter to favorites
How to sort requests
How to use the search function
Capex Management module
Dashboard
How to Create a Custom Dashboard
Adding widgets to dashboards
How to filter widgets
How to export widgets
How to make a dashboard private
How to separate Capex and Opex data in outlay charts
How to
Request handling
How to create a new request/project
How to open a request
How to edit a request
How to delete a request
How to navigate between pages of requests
How to check the progress of a request
How to make a request private
How to duplicate a request
How to export requests to PDF
How to create an additional request
How to create/update requests using the import function
Create meeting invitation template for projects/requests
Capex/Opex
Adding and Editing Capex/Opex
How to delete a capex
How to confirm capex/opex changes
Investment model
How to select an Investment model
How to spread data until the end of a row in the Investment model
How to paste data into the Investment model
How to show more/less decimals in the Investment model
How to change a columns' width in the Investment model
How to attach comments to a cell in the Investment model
How to delete cell values in the Investment model
How to reset one or more cells in the Investment model
Attachments
How to add an attachment to a request
How to replace and delete an attachment
How to tag and filter attachments
Approvals
How to make a new request visible to others
How to take a decision
How to add and remove receivers of notifications when taking a decision
How to see the KPI-history of a request at the time of each decision
How to see why a decision step is not possible to approve
Logs
How to view the history of a request
Power mode
How to create and/or apply a layout in Power Mode
How to display the local currency for Money-properties in Power mode
How to sort request list in Power mode
Navigate to a specific property
How to check your notifications
Investment plan
How to add property-columns in Investment Plan
How to increase/decrease the outlay periods for requests in Investment Plan
How to display Capex and Opex separately in Investment plan
How to find requests by Investment programs in the Investment plan
How to export the Investment plan to Excel
Split screen editing of request expenditures from the investment plan
Capital Budgeting module
How to enter the Capital Budgeting module
How to create a budget
How to open a budget
How to navigate between pages of requests in a budget
How to rename a budget
How to duplicate a budget
How to approve a budget
How to unapprove a budget
How to delete a budget
How to apply filters within a budget
How to increase/decrease the amount of a request within a budget
How to leave a comment for a request within a budget
How to shift budget year of a request
How to reject a request within a budget
How to restore changes made to a request within a budget
How to update budgets with additional requests
How to show the delta between Forecasted and Actuals in budget
How to open a budget backup
Latest Release Notes (CM)
Version 4.14 (CM) - April 19th 2024
Version 4.13 (CM) - January 17th 2024
Version 4.12.2 (CM) - October 31st 2023
Archived Release Notes (CM)
Version 4.12.1 (CM) - August 21st 2023
Version 4.11 (CM) - July 21st 2023
Version 4.10.2 (CM) - May 16th 2023
Version 4.10.1 (CM) - March 23rd 2023
Version 4.9 (CM) - February 10th 2023
Version 4.8 (CM) - November 14th 2022
Version 4.7 (CM) - September 28th 2022
Version 4.6 (CM) - July 12th 2022
Version 4.5 (CM) - May 20th 2022
Version 4.4 (CM) - February 18th 2022
Version 4.3 (CM) - January 11th 2022
Version 4.2 (CM) - August 30th 2021
Show navigation
General info about Capex Management
Search
x