How to Create Executive Summaries for Capex Requests

Executive Summaries are concise yet comprehensive documents designed to help decision-makers like CEOs, CFOs, and COOs quickly understand the essence of a CapEx proposal. They typically range from 1 to 4 pages and are critical during the approval process.

You can access the Executive Summary feature directly from the Capex request approval page.

Step 1: Initiate Creation

1. Navigate to the Capex request approval page.

2. Click the Add button next to the Executive Summary section.

3. This will open the interface for creating a new summary.

Step 2: Configure the Page

1. Number of Pages: Choose between 1 to 3 pages.

2. Cover Page: Optionally add a cover page.

Example: If you choose 1 page + cover page, your final document will have 2 pages.

Step 3: Customize Formatting (Optional)

1. Modify heading styles and text styles (bold, italic).

2.  Adjust heading and text sizes for readability.

Step 4: Name Your Summary

Give your summary a relevant name to distinguish it.

Examples:

• New Summary
• CFO Summary
• CTO Summary

You can create multiple summaries for the same Capex request, tailored for different roles.

Step 5: Layout Interface Overview

After clicking Select Fields, a split-screen appears:

• Left side: Layout area where content is arranged.
• Right side: List of available CapEx request fields.

Step 6: Drag and Drop Fields

1. Click a field (e.g., Benefits).
2. Drag it into the layout area.
3. Move or resize it as needed.

Step 7: Navigate Between Pages

If your summary has multiple pages:

• Use tabs like Cover Page, Page 1, Page 2, etc., to switch between pages and add or edit content accordingly.

Step 8: Save the Summary

Click Save once you’ve arranged and formatted all fields.

Example: Saving a summary with a cover page + 1 content page will result in a 2-page document.

Accessing and Managing Executive Summaries

Once summaries are created, they can be accessed from within the CapEx request interface.

Available Options

• Selection: Choose which summary to view (if multiple exist).

• Export: Export to formats like Excel or PowerPoint.
• Print: Print individual pages or the full summary.
• Navigation: Flip through multiple pages easily.
• Save as PDF: Download for easy sharing or recordkeeping.
  

The final look and content of your Executive Summary reflect the layout and fields you selected – making each summary custom-tailored to its intended audience.