Capital Planning

Simplify the managing of the entire capital budget process with a highly configurable request workflow, detailed approval process, and powerful reporting.

OI’s Capital Planning module is designed to simplify the managing of the entire capital budget process. The budget administrator can create a highly customized interview process for item submissions and review. Managers then input their requests, providing any required information as configured in the interview. The module includes options for categorization and prioritization of requested items to facilitate the approval process. Managers’ requests are administered via OI’s review and approval functionality. Flexible and powerful reporting supports the organization’s review and decision process.

Purchases are automatically linked to the module for reconciliation of approved items and tracking throughout the budget year.