Add Active Projects to the Capital Plan

If you add the same project to multiple capital plans and modify the project's cash flow, these details will automatically update across all capital plans.

  1. Go to the capital plan.

    2. For more information, see Open an Existing Capital Plan.

  2. Click the Project icon.

    3. A list of available projects display. Eligible projects have an Add link to left of the project name.

  3. Click the Add link next to all the projects you want to add.
  4. Click Close.

    5. The project(s) are added to the Active Projects section of the table.

If you're having trouble adding active projects, ask your Trimble Unity Construct Administrator to ensure that the following requirements are met:

  • The project's target end date is in the future
  • The project has an updated cash flow
  • There is at least one project view created for the account