Creating, Editing, and Deleting Projects
Managing projects in Weissr Capex is essential for keeping workflows organized and up to date. This guide provides step-by-step instructions for creating new projects, updating existing ones, and removing unnecessary projects.
Whether you’re starting a new investment initiative, modifying project details, or cleaning up old data, this page will help you navigate these core actions with ease and efficiency.
Here’s what you’ll find:
Creating Projects: Learn how to set up new projects and ensure all required information is included.
Editing Projects: Discover how to update project details and keep your data accurate.
Deleting Projects: Understand the process for safely removing projects and what considerations to keep in mind.
Create a New Request/Project
Follow these steps to create and prepare a new request or project:
Access any Requests/Project View
Navigate to the Capex Management module.
Click on any Request Lists tab in the left-side navigation menu.
Create a Request
Click the Create Request button at the top left of your view.
In the creation form, complete all required fields (marked with a red star).
Click Create to save your request.
Add Details to Your Request
Fill out the fields in the Form Tab to provide comprehensive information about your request.
Enter preliminary capital expenditures in the Capex/Opex Tab.
If needed, add cash flow data in the Investment Model Tab to assist with KPI calculations. (Note: This tab appears only after selecting a model in the Investment Model property.)
Attach Supporting Documents
Go to the Attachments Tab and click Upload Attachment to add any necessary files.
Start the Decision Process
Select a decision route in the Decision Route property (name may vary based on your organization’s setup).
This will make the Approvals Tab available.
Depending on your organization’s set-up, the Decision Route can be automatically selected based on your input.
Finalize the Request
In the Approvals Tab, change the request status to In Progress or Ready for Decision.
Optionally, set a decision date and assign a decision-maker for the next step.
Tip: A request remains hidden for other users until its status is updated on the first step
Editing Requests/Projects
Editing a project is straightforward:
Open the Project
Locate the project in a Project List and click to open it.
Update Data
Navigate through the project’s tabs (e.g., Form Tab, Capex/Opex Tab, Investment Model Tab) to update necessary fields.
Changes are automatically saved when you leave a field.
Editing After Final Approval
Once final approval is granted, the request transitions to the Project Execution Phase, and:
Pre-approval forms and grids become uneditable.
New forms and grids appear for post-approval updates, allowing actual data entry.
Note: All changes are logged in the Logs Tab for transparency.
Duplicate a Request/Project
Duplicating a project in Weissr Capex is a quick way to create a copy of an existing project for reuse. Follow these simple steps:
Locate the Project
Go to the Project views for not approved project. Use a filter or search for the project you want to duplicate.
Open the Context Menu
Click on the context menu (three dots) to the left of the project name.
Select Duplicate
From the menu options, click Duplicate.
Review the New Request
A new request will be generated with the default name Copy of [original name].
Open the duplicated request to make any necessary adjustments.
Note: Duplicating a request can only be done before the request reaches final approval.
Delete a Project
You can delete a request/project via its context menu in one of two locations:
1. Deleting within the Project
Navigate to the project you want to delete.
Open the context menu (three dots)
Select Delete from the dropdown menu.
Confirm the deletion in the pop-up dialog.
2. Deleting a Request/Project from the Project List
Go to the Project List for not yet approved projects.
Locate the project you want to delete.
Click the context menu (three dots) next to the project name.
Select Delete from the dropdown menu.
Confirm the deletion in the pop-up dialog.
Who Can Delete a Project?
You can delete a project if:
You are the creator of the project.
You have Create permission for the production unit associated with the project.
Note: If you don’t meet these criteria, the Delete option will not appear.
Important Notes
The Delete option will only appear if the request/project has not been approved.
The Delete option will be unavailable if the request/project is approved or you do not have the required permissions.
Deleted requests/projects cannot be restored, so proceed with caution.
Troubleshooting
Cannot Find the Delete Option?
Ensure the request/project has not been approved.
Confirm that you are the creator or have Create permissions for the production unit.
Accidental Deletion?
Unfortunately, deleted projects cannot be recovered from the application.
If necessary, submit a support ticket for additional assistance on restoring a deleted project.