Adding capital planning requests to investment plans

Add capital planning requests to an investment plan.

  1. Select Operations > Investment Planning.
  2. Select the investment plan for which to add capital planning requests, and then click the Capital Planning Requests tab.
  3. Specify this information:
    Capital Planning Request
    Specify the capital planning request to add to the investment plan.
    Priority Override
    Specify the override value for the priority of the capital planning request.
    Investment Period Override
    Specify the override for the calculated investment period.
    Invest Early (years)
    Specify the number of years allowed for early investment.
  4. Click Submit.
  5. Optionally, click Actions, and then select Calculate Plan Priority to set the Plan Priority for all capital planning requests.
  6. Click Actions, and then select Refresh Investment Period to calculate and update the investment period for all capital planning requests attached to the header record.
  7. Click Actions, and then select Delete All to remove capital planning requests.