• Quick Start Guide
  • First Time User
  • User Guide by Role
    • User Guide for Requestors
    • User Guide for Area Managers
    • User Guide for Sponsors
    • User Guide for Capex Expenditure Approvers
    • User Guide for Capex Controllers
    • User Guide for Project Managers
    • User Guide for Capex Analysts
    • User Guide for Administrators
  • How To Guide
    • Update User Settings
    • Open a New Budget Version
    • Allocate Budget Targets by Area
    • Access Worklist
    • Collaborate with other stakeholders
    • Obtain Endorsements
    • Link Initiatives (Relationships)
    • Submit an Initiative
    • Attach Documents
    • Add Comments
    • Print Initiative to PDF
    • Budget Pools
    • Submit an Idea
    • Action an Idea
    • Submit an Investment Proposal
    • Action a Proposal
    • Submit a Business Case
    • Action a Business Case
    • Prepare a Financial Analysis
    • Edit Financial Analysis in Grid view
    • Upload Financial Analysis from Excel
    • Define a Parameter
    • Calculate Contingency
    • Perform Sensitivity Analysis
    • Evaluate a Financial Lease
    • Align to Strategy
    • Plan Portfolio
    • Submit a Portfolio Request
    • Approve a Portfolio Request
    • Update Budget Details Manually
    • Record Actual Costs
    • Forecast Costs
    • Request Supplementary Funding
    • Complete a Project
    • Interpret Financial Metrics
    • Analyse Initiatives
    • Analyse Financial Status
    • Analyse Financial Impact
  • Glossary
  • Status Definition and Color Coding
  • Administrator Guide
    • Configuration Data
    • Organizational Structure
    • Budgeting Target Level by Organizational Area
    • Screen Customization
      • Theme
      • Standard Field Catalog
      • Custom Field Catalog
      • Screen Variants
      • Attachment Variants
      • User Guide
      • Tool Tips
    • Initiative Scoring
      • Scoring Matrices Configuration
      • Scoring Model Configuration
    • Financial Analysis Templates and Parameters
      • Financial Templates
      • Parameters
    • Workflow
      • Standard Workflows
      • Capex Expenditure Workflow (DoA)
      • Workflow Monitor
    • Users and Email Notifications
      • User Administration
      • User Authorization Groups
      • Notification Log
      • Email Templates
    • Utilities
      • Data Locks
      • System Audit Log
      • Upload
  • New Features Guide
    • Release 8.6
    • Release 8.5
  • Blogs