How to Allocate Capital for Entities in Capexplan

The capital allocation process in Capexplan allows you to distribute funds to various parts of your company to cover capital and operational expenditures. This guide will walk you through the steps to allocate capital effectively.

• From the main dashboard, select the Budget option.

 

• In the Budget section, click the Allocate Capital.

 

• Choose the entity (e.g., sector, group, business unit, section, division) for which you want to allocate capital. For example, “Almiranta 1 we have chosen in the screenshot”.

 

• Enter the allocation amounts for each year in the respective fields.

 

• Ensure the total available allocation amounts match the funds you are distributing. Click the Allocate button to finalize the allocation. 

 

• The allocation will be processed, and the funds will be allocated to the selected entities for the specified years. 

 

Note: From the Past and Future button you can check/add allocation for past and future years.