Capex Management Configuration
Capex Management Configuration
Welcome to the administration guide for Weissr Capex Management! This section serves as your primary resource for setting up and managing the Weissr application to fit your organization’s workflows and needs. Covering everything from user permissions to workflow customization, this guide offers step-by-step instructions designed to help you leverage Weissr's powerful features effectively.
The administration documentation is structured to mirror the menu items within the Capex Management Administration panel, making it easy to find the relevant guidance as you navigate the application. This intuitive layout ensures you can quickly access the information you need to configure your system effectively.
Please note that our administration documentation is currently in progress, with ongoing updates and additions. Thank you for your patience!
Sub-pages in this guide
Each sub-page corresponds to a specific menu item in the Capex Management Administration panel:
Why this guide is important
Administrators play a critical role in ensuring Weissr Capex Management is tailored to the organization’s processes. With the right configuration, you can:
Enhance user productivity and satisfaction.
Ensure compliance with company policies and industry standards.
Minimize errors and inconsistencies in data handling.
Support informed decision-making through tailored workflows and notifications.
Let this guide be your go-to manual for mastering Weissr Capex Management administration! Explore each sub-page for step-by-step instructions and tips to get the most out of your Weissr system.
In this section
AI Prompts
AI Prompts When someone in your organisation clicks Summarize on a capex request, Weissr sends that request's data to an AI model together with a written instruction telling the model what kind of sum
Approval Routes Configuration
Approval Routes Configuration This section provides everything you need to know to configure and manage approval routes in Weissr Capex Management. You’ll find practical guidance, best practices, and
Deleted requests
Deleted requests The Deleted requests list lets administrators recover requests that were deleted by mistake. Deletion in Weissr Capex Management is a soft delete, so a deleted request is hidden from
Expenditure Management
Expenditure Management The Expenditure Settings menu provides a centralized and structured way to manage all expenditure-related configurations. Here, Administrators can efficiently configure expendit
Fiscal Years
Fiscal Years Fiscal years define the financial reporting periods used for budgeting, forecasting, and financial tracking. In Weissr Capex, fiscal years determine how capital expenditures are allocated
Form Management
Form Management The investment forms in Weisr Capex Management are designed to capture all relevant information about an investment proposal, including its name, background, investment category, proje
Investment Plan Configuration
Investment Plan Configuration Administrators can configure the default resolution settings and timeframes for the Investment Plan , determining how data is displayed—whether monthly , quarterly , or a
KPI Columns
KPI Columns Administrators can define up to three Key Performance Indicators (KPIs) to be displayed in two areas: Default Mode in Project Views Project’s Top Summary These KPIs provide users with a qu
Organizational Structure
Organizational Structure Introduction to the Organizational Structure in Capex Management The Organizational Structure in Capex Management defines the hierarchy of an organization, playing a critical
Period Management
Period Management The Period management settings in Capex Management allow administrators to control when financial periods (e.g., months) are closed or reopened for editing. Closing a period ensures
Properties
Properties Request properties in Weissr Capex are structured data points that define and describe requests. These properties are used throughout request and expenditure workflows to maintain accurate,
References
References Reference Settings Overview In the Reference Settings , administrators can create links to important resources for users, such as internal investment policies, guidelines, or tools. These r
Request Locks
Request Locks The Request locks page in Weissr Capex Administration allows administrators to monitor and manage locked requests. When a user is actively editing a request, a lock is placed to prevent