There are two methods for creating a capital project.


From the 'Capital Projects' Summary Page

Step 1: Select ‘Capital Projects’ from the left-hand menu

Step 2: Select ‘+ Add Project’ in the top right-hand corner on the Capital Projects summary page

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Step 3: Follow the new capital project wizard where you can create a project from scratch or copy another capital project.



Step 3: Complete project details and then hit the 'Create New Capital Project’ button.


Note: A project name and due date are required as minimum details for a capital project. Other details can be completed at a later time.

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