How to Manage the Ongoing Projects Report in Capexplan

The Ongoing Projects report in Capexplan allows you to view all the capital expenditures, including standalone expenditures, projects, or envelopes, that were approved, from the approval point to the closing point. This report provides comprehensive details and offers customization options to meet your specific reporting needs.

 

Report Settings

 

The Ongoing Projects report includes the following fields:

• Type Name: The type of capital expenditure (Standalone, Projects, or Envelope).
• Approval Date: The date when the expenditure was approved.
• Closure Date: The date when the project or expenditure was closed.
• Number: The unique identifier for the expenditure.
• Reason: The reason for the expenditure.
• Approved Amount: The amount that was approved for the expenditure.
• Actual: The actual amount spent.
• Variance: The difference between the approved amount and the actual amount spent.
• Last Delivery: The date of the last delivery related to the expenditure.
• Payback Period: The time period over which the expenditure is expected to pay back its cost.
• Status: The current status of the project or expenditure.
• Amortization Period: The period over which the expenditure is amortized.
• Amortization Amount: The amount that is amortized over the specified period.

 

Managing the Report

 

You can manage the Ongoing Projects repor for further analysis and record-keeping. Follow these steps:

Navigate to the Ongoing Projects Report:

• From the main dashboard, go to the Reports section.

 

• Select Ongoing Projects from the list of available reports.

 

Customize the Report (Optional):

 

• Reorder the columns as needed using the drag-and-drop feature.
• Click on the label of the column you want to move.
• Drag the label to the desired position.
• Release the label to drop it in the new position.

 

Export to Excel:

 

• Click on the Export to Excel button.

 

• The report will be generated and downloaded as an Excel file.