This video demonstrates how CapexPlan administrators can restrict the ability to create Capex requests for specific entities within the system. The key steps covered include:
- Navigating to the Admin Settings → Entities section.
- Selecting one or more entities (e.g., business units or cost centers) to modify.
- Disabling the “Request Creation” toggle for chosen entities—preventing users associated with those entities from initiating new Capex requests.
- Confirming and saving the changes to enforce the restriction.
- Using the feature to ensure only authorized units can submit funding requests, improving governance and control over Capex submissions.
This setting helps organizations manage approval policies and prevent unauthorized or mistaken budgeting activity in designated areas.
