How to create a new request/project

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Creating and editing new requests/projects

1. Access the Requests Tab:

   • In the Capex Management section, locate and click on the Requests tab in the left-side navigation menu.

2. Creating a Request:

   • Click the Create Request button at the top of the Requests tab.

3. Filling Out the Request Form:

   • In the creation form that opens, select a form set and complete all required fields (marked with a red star).

   • Click Create to validate the form.

4. Detailed Request Form:

   • A larger window will open with a detailed form. Fill in all necessary fields to thoroughly detail your request.

5. Capex/Opex Tab:

   • After completing the Form tab, navigate to the Capex/Opex tab and enter the preliminary capital expenditures for your request.

6. Investment Model Tab:

   • Next, go to the Investment Model tab. To display this tab, select a model in the Investment Model property (name may vary based on your organization’s environment).

   • Entering cash flow data here is optional but will aid in calculating some KPIs. Each model is tailored to your organization’s specifications.

7. Attachments:

   • To add attachments, go to the Attachments tab and click the Upload Attachment button.

8. Starting the Decision Process:

   • Select a decision route in the Decision Route property (name may vary based on your organization’s environment). Each route is customized for your organization.

   • Once a decision route is selected, the Approvals tab will appear.

9. Finalizing the Request:

   • When satisfied with your request, navigate to the Approvals tab. Change the request status to Ready for Decision or In Progress using the drop-down menu at the bottom of the page ( ).

   • Optionally, you can select a date and assign a decision maker for the decision step.