Defining capital request categorization codes

Define capital request categorization codes for use on the Capital Planning Request form.

Note: The system will be populated with data from the ASTM UNIFORMAT II Classification for Building Elements (E1557-97).
  1. Select Administration > Setup > Capital Request Categorization Codes.
  2. Click Add Categorization Code.
  3. Specify this information:
    Description
    Specify a description of the capital request categorization code.
    Major Group Element
    Specify the major group element.
    Note:  Major Group Element, Group Element, and Individual Element cannot contain periods (.).
    Group Element
    Specify the group element.
    Note: In order to create a new Group Element, you must first create a new Major Group Element.
    Individual Element
    Specify the individual element.
    Note: In order to create a new Individual Element, you must first create a new Major Group Element and a new Group Element combination.
  4. Click Submit.