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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
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, structured
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 role in managing user per
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 key concepts to help your orga
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 annually —across different peri
Expenditure Management
The Expenditure Settings menu provides a centralized and structured way to manage all expenditure-related configurations. Here, Administrators can efficiently configure expenditure layouts, expenditur
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 references a
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 quick view of
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, project managers, and
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 that actual values
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 and monitore
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 simultaneous e
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 summary to pro
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 normal views but