The Export Capex Details feature in Capexplan allows you to easily export detailed information from your capex requests. Follow these instructions to select the necessary columns, apply filters, and export your data efficiently.
- From the dashboard, go to the Help menu.
- Select Export Capex.
- You can choose from a variety of columns to include in your export. The available columns are:
Capex Requests: Detailed information about each capex request.
Track: Tracking information for each capex request.
Budgets: Budget details associated with the capex requests.
Budget Status: Current status of the budgets.
Contracts: Contract details related to the capex requests.
WBS Elements: Work Breakdown Structure elements associated with the capex requests.
- To refine your search and ensure you export only the necessary data, use the available filters. Use the filters below the column selection area to narrow down the data. You can filter based on date ranges, specific entities, request statuses, etc.
- After selecting the columns and applying the filters, scroll to the bottom of the page. Click the Export button to generate the export file.
