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Investment Project Data
When submitting a Capex or Opex project for approval in Weissr Capex Management, users must provide investment justification data to ensure decision-makers have all the necessary information to evaluate the proposal. This data is captured across various forms and sections, offering a complete view of the project’s scope, financial details, and supporting documentation.
For each project, the following data is captured:
Investment Forms:
These forms include essential details about the project, such as its purpose, background, market assumptions, cost breakdown, and any other predefined fields relevant to the organization’s approval process.Expenditures:
A detailed overview of planned costs and expenditures over time, including capital expenditures (Capex) and operational expenditures (Opex). This section tracks cost estimates, timelines, and funding sources for the project.Investment Model Data:
Financial projections and analyses that provide insight into the project’s feasibility and expected returns. This includes cash flow forecasts, net present value (NPV), internal rate of return (IRR), payback periods, and other key performance indicators (KPIs) relevant to the project evaluation.Attachments:
Supporting documents such as feasibility studies, technical specifications, contracts, or any other files that strengthen the project’s justification and provide additional context for decision-makers.
By consolidating this information, Weissr Capex Management ensures that all relevant data is available in one place, enabling streamlined reviews and well-informed approval decisions. Capturing this data thoroughly is crucial for maintaining transparency, aligning projects with strategic goals, and demonstrating the value of proposed investments.
For a detailed breakdown of each section, refer to the pages below:
In this section
Investment Forms
In Weissr Capex Management, investment forms provide a structured way to enter and display essential information for capex requests and projects at each stage of the investment cycle. These forms capt
Expenditures (Capex & Opex)
Expenditures (Capex & Opex) The expenditure grid is where you specify the investments and their projected spending over time. You can enter expenditure data monthly, quarterly, or annually, allowing f
Project progress tracking
Project progress tracking lets you record the physical progress of a project directly on the Capex Management request. You enter planned and actual progress as monthly percentages in the new Progress
Investment Model
Investment models in Weissr Capex are essential tools for analyzing the expected cash flow impact of an investment. These models provide a structured framework for financial projections, enabling deci
Attachments and document templates
Attachments are how supporting documentation reaches a request: project plans, invoices, contracts and external investment models. Document templates run the opposite way. An administrator publishes a
Capital Budget Allocations
If your organization uses the Weissr Capital Budgeting module , projects that are included in one or more capital budgets will display a dedicated Capital budget allocations menu item within the reque
Logs
The request logs let you view the full history of changes made to a project. This includes edits to project details, financials, and planned milestones. They help maintain transparency by capturing wh
Working with Requests/Projects
This tab include information on how to handle and manage request(s) in the system
Key KPIs explained
How are key KPIs in Weissr Capex Management calculated? Net Present Value (NPV): The Net Present Value is the value of all future cash flows (both positive and negative) discounted to the present day.