Weissr

Capex Platform · Capex Planning

Capex planning softwarefor evaluating competing requests on consistent criteria.

Decide what to fund. Bring requests from every site into one capex plan. Assess them on the same criteria, test them against the funding envelope and take the plan to approval.

Five-year capex plan showing annual allocation, plan versus frame and planned projects

1

Intake for every capital candidate

Same

Criteria applied to every request

Live

Envelope testing without annual rebuilds

One

Decision that sets the year's priorities

What it does

A capex planwith reasoning the board can review.

A capex plan is only as strong as the reasoning behind each choice in it.

01 / 06

Consistent assessment criteria

Every candidate is assessed on the same dimensions, so requests from different sites and business units can be compared.

02 / 06

Strategic contribution first

Each investment carries the objective it serves, making it clear which parts of the strategy the plan actually funds.

03 / 06

Every request has a category

Compliance, safety and discretionary investments are kept apart, so the share of the envelope that mandatory investments take is visible before any strategic choice is made.

04 / 06

Test the envelope

Move the funding level and see what fits within it and what has to wait.

05 / 06

Risk of deferral made explicit

Deferring an investment has a consequence. Weissr records it with the request, so the cost is part of the decision instead of an argument afterwards.

06 / 06

Replanning without restarting

When conditions change, update the plan in the existing model instead of rebuilding a spreadsheet.

How a capex plan comes together

Six stepsfrom investment demand to an approved plan.

01Gather every candidateOne intake, one structure, no missing requests.

All capital candidates from every site, function and business unit enter through one structured intake. Because the fields are common, a request from one site can be compared with a request from another without translation or interpretation.

02Classify by driverMaintain, comply or grow. Each request gets a clear driver.

Each candidate is classified by what drives it. This single step reveals how much of the envelope is already committed before any strategic choice is made.

03Assess against strategy and riskThe same criteria for every candidate.

Candidates are assessed on the strategic objective they serve, the risk of not doing them, their cost profile, their dependency on other investments and their expected return. Everyone sees the same criteria, so an assessment can be examined instead of merely disputed.

04Compare and decideSee what the envelope covers and what has to wait.

The plan shows what fits within the available funding and what does not. Moving the funding level shows which investments have to wait and which objectives become unfunded as a result.

05Set the timingChoosing what to fund is also choosing when.

Each investment carries its planned timing, so the plan shows what is funded and when. The people who know the sites decide what is realistic to deliver in each period.

06Approve the planOne decision sets the year.

The plan goes to the body that owns the decision. Once approved, it sets the priorities for the year, so approvals move faster and land where the capital was meant to go.

What changes

The capex plan showswhat the company has chosen to fund.

  • Candidates from every site compared on identical criteria
  • Mandatory commitments separated from discretionary choices
  • The cost of deferring an investment made explicit
  • Funding-level trade-offs visible before commitment
  • The timing of each investment visible in the plan
  • One approved plan that sets the priorities for project approvals

Capex planning

Questions about capex planning,answered directly.

What is capex planning software?

Capex planning software turns competing investment requests into one agreed capex plan. Every candidate is evaluated on the same criteria, which gives one comparable view across sites and business units. Trade-offs against available funding are visible before capital is committed, so the plan can be defended instead of being decided by submission order.

Where does capex planning sit in the Weissr platform?

In Weissr, capex planning is a capability of Weissr Capex Management, not a separate product. The platform has three modules: Capex Strategy, Capital Budgeting and Capex Management. Planning runs inside the third, alongside approvals and execution tracking, so the plan the organisation agrees on is the same record the projects are approved and followed up on.

What happens once the capex plan is approved?

The plan goes to the body that owns the decision. Once approved, it sets the priorities for the year. Individual approvals then move faster, because each project is checked against a plan that has already been agreed.

What is a capex plan?

A capex plan is the agreed set of capital investments an organisation intends to make over a defined period, with their timing, cost profile and expected benefit. It sits between long-term capital strategy and the approval and execution of individual projects.

How should capex requests be prioritised?

Effective prioritisation compares each candidate on the same criteria: the strategic objective it serves, the risk of not doing it, its cost profile, its dependency on other investments and its expected return. In Weissr every request is assessed on those same criteria, so the decisions behind the plan can be explained and defended.

How are compliance and safety investments handled?

Compliance and safety investments are classified as mandatory, so the share of the envelope they take is visible before any strategic choice is made. They are flagged, not reserved from the envelope, because a mandatory investment can still be postponed to next year and left out of this year's budget. A site's long-term role also matters. If its future is under review, even mandatory investments there may be questioned.

Rank your next capex planon evidence.

See how your current candidate list would look scored on consistent criteria.

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