Capital Templates
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Capital Templates

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Article summary

Capital Templates Overview

Use the Capital template to budget for capital assets and expenditures. A Capital Budget consists of total costs and maintenance fees planning for your company's fixed assets.

An example template is shown below:

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You can load assets, delete assets and enter data for asset lines. The options available under the Assets list-box are:

  • Load Assets - Load selected assets to the template.

  • Add Asset - Add assets to the selected asset category.

    • Enter an Asset Code, Name, and the Life of the Asset.

    • Return to the Asset List.

  • Asset Categories - Select from the list box.

  • Finance Modes - Select a Finance Mode used for purchasing or leasing the asset. Finance modes are created to budget various assets under the chosen category. The asset cost, depreciation, and accumulated depreciation is calculated based on the finance mode.

How to Load Assets in the Capital Template

  1. Open a Capital template from the Planning Control Panel in Input mode.

  2. From within the Capital template, click the Assets options.

  3. Select Load Assets. The Load Assets dialog page is displayed.

  4. Select assets you want to load to the template.

Note:
Press the Ctrl (Control) key on your keyboard to select multiple assets at once.

Explanation of Template Cells in a Capital Template

Purchase Month

Click Select in the Purchase Month column of the Capital Attributes section. Select the Purchase Month.

Depreciation Start Month

Click Select in the Depreciation Start Month column of the Capital Attributes section. Select the Depreciation Start Month.

Capital Segments

The segments associated with the Scenario.

Capital Attributes

The attributes associated with the Scenario.

Units

Enter the number of units purchased.

Rate

Enter the rate per unit.

Amount

Enter the amount per unit.

Asset Life

The Asset Life is pre-selected according to the asset category it belongs to. You may override the asset life by entering the useful life of the asset in months.

Total Cost

Based on units, rate, amount and asset life, the total cost of the asset will be computed and allocated according to the finance mode.

Grand Totals

This formula computes the grand total amount for all assets and asset categories to display capital expenditure line items.

J

Indicates a justification note is attached to the line item. Justification notes provide additional perspective on the justification for a purchase of an asset, for example.


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