This session introduces key CapExPlan settings that enhance control over financial requests and budgeting. The minimum request amount setting lets you define thresholds per currency and subcategory (e.g., Capex, Opex), helping filter out low-value requests and maintain financial discipline.
It also explains the difference between top-down and bottom-up budgeting. In a top-down approach, budgets are set at the project or envelope level and then distributed downward. In contrast, bottom-up budgeting builds the total from individual components. CapExPlan supports both methods, allowing organizations to choose the one that best fits their workflow.