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Capital Budgeting Configuration
This documentation is your go-to resource for understanding and managing capital budgets in Weissr Capex. It covers key functionalities to help you set up, track, and analyze your organization's capital expenditures effectively.
In this section, you’ll find detailed information on:
System Budget Properties – Understand the foundational fields determining how budget request data is calculated and managed.
Budget Investment Plan – Configure the default resolution of investment plans to align with your capital budget strategy.
Budget Charts – Create interactive visualizations that provide clear insights into budget allocations and spending trends.
Backups – Define which budget data should be stored to ensure security, recoverability, and compliance.
Use this documentation as your guide to managing Weissr Capex’s budgeting capabilities, streamlining financial planning, and making data-driven decisions with confidence.
In this section
System Capital Budgeting Properties
Properties in the Capital Budgeting module of Weissr Capex are predefined system properties designed to store and manage data specific to budget requests. These properties operate with built-in logic
Budget Investment Plan Configuration
Administrators can configure the default resolution settings and timeframes for the Budget Investment Plan , determining how data is displayed—whether monthly , quarterly , or annually —across various
Capital Budgeting Charts
Administrators can enable system-generated charts and configure custom charts to visualize capital budgeting data. These charts help track budget status, spending distribution, and request amounts acr
Budget Backups
The Budget Backup and Restore functionality is designed to help you save and restore budgets to a specific point in time. A budget backup is a snapshot of the entire budget at a particular moment, cap