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Viewing Projects in Capital Planning

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Background

The Capital Planning tool provides a high-level overview of your entire project portfolio. By grouping projects into Programs, you can easily track how individual jobs align with and contribute to your organization's broader strategic initiatives.

Things to Consider

  • Internal teams refer to them as 'jobs,' but within the application, they are labeled as 'Projects.'

  • Programs you choose during setup determine how projects are grouped.

Prerequisites

  • Required User Permissions: 

    • ‘Read Only’ or higher on the Company level Capital Planning tool.

Steps

  1. Navigate to the Company level Capital Planning tool.

  2. Click the Portfolio View tab.

  3. Locate the Programs column to see your projects automatically grouped by their respective initiatives.

  4. Optional: Click the expand/collapse icon next to a Program name to view or hide the individual projects within that group.

See Also