Capital Plan Page

The details of this page are described below.

  • Details: When you access the capital plan page, the Details tab displays by default. This tab allows you to see and edit all the details of the capital plan.
  • Notes: Click this tab to view or add notes to the capital plan.
  • Documents: Click this tab to view or add documents to the capital plan. Sample documents can be any number of things: an approved letter received from the board on the approval of the plan, documents that instruct the planner to modify the plan based on some new findings, etc.
  • Forms: Click this tab to attach forms or view forms that have been attached to the capital plan. If enabled, you can also fill out forms directly from this tab. Sample items might include information that instructs team members on what to include in the plan. Official approval from the board or public.
  • Processes: Click this tab to attach processes or view processes that have been attached to the capital plan.
  • Cancel Cancel Button: Click this button to leave the Project Scenario page and return to a list of all project scenarios.
  • Add project Projects Icon: Click this icon to add active projects to the capital plan. Active projects must meet the following minimum requirements to be eligible for capital plan inclusion:
    • Project target date is in the future
    • Project has an active cash flow
    • There must be at least one project view created for the account.
  • Add scenario Scenario Icon: Click this icon to add scenarios to the capital plan. Scenarios are created for potential/ planned projects.
  • Add funding sources Funding Icon: Click this icon to add funding sources and their funds to the capital plan.
  • Edit Edit Icon: Click this icon to edit the following items:
    • Name
    • Description
    • Square footage
    • Add/ Modify custom fields
  • Create from template Copy Icon: Click this icon to create another capital plan using the current plan as a template.
  • Delete Delete Icon: Click this icon to delete the capital plan.
  • Accept and apply Apply All Icon: This icon is enabled when there are changes made to either scenarios or active projects. A warning icon Warning Icon shows up next to each project when there is a cash flow change. This icon allows you to accept and apply ALL changes to the plan at once.
  • Add escalation percentages Escalation Icon: Click this icon to add escalation percentages per fiscal year. If your e-Builder Administrator has already added escalation rates to the account, the changes you make here, will take precedence. For more information, see how escalation rates work.
  • Finalize Finalize Icon: Click this icon to finalize the capital plan.
  • Export to Excel Export Icon: Click this icon to export the capital plan to a Microsoft Excel® spreadsheet. On finalized plans the export shows what was finalized and what is currently in progress. We show two tabs – one for each. The purpose here is that the planner can view the original plan and see how it's deviated from its course. Then he/she can make any necessary course adjustments.
  • Zoom in Zoom-in Icon or Zoom out Zoom-out Icon: Click either of these icons to adjust the zoom. Zooming allows you to see a monthly view of the calendar. Zooming midway provides a quarterly view and when fully expanded, you can see a yearly view of the calendar.

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