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CAPEX

The CAPEX Library is a central place to create and manage reusable CAPEX (Capital Expenditure) templates. Using the library helps you standardize financial data, reduce manual entry, and efficiently apply common expenditure items across multiple assets.

Creating and managing CAPEX templates​

You can build standardized CAPEX templates that can be applied throughout your portfolio.

To create a new template​

  1. Navigate to Library > CAPEX from the main menu.
  2. Click the + Add new button in the top-right corner.
  3. In the CAPEX settings window, configure the template's details (e.g., Account, Description, Purchase, Disposal, Depreciation, Tax). These settings are identical to those at the asset level.
  4. Click Save. Your new template will now appear in the CAPEX library list.

To edit or delete a template​

From the CAPEX library list, click the three-dot menu (...) on the right of any item to Edit its settings or Delete it.

Applying CAPEX to assets​

You can apply your saved templates to assets in several ways.

From the library (applying to multiple assets)​

This is the best way to apply a single CAPEX item to many assets at once.

  1. Go to Library > CAPEX.
  2. Find the template you want to use and click the three-dot menu (...).
  3. Select Apply to assets.
  4. In the pop-up window, use the search and filter options to find and select the assets you want to apply this CAPEX to.
  5. Click Confirm. The CAPEX item will be added to all selected assets.

From an asset (importing from library)​

Use this method to add library templates to a single asset you are currently viewing.

  1. Navigate to a specific asset and go to the Financials > CAPEX section.
  2. Click the Import from library button.
  3. Select the desired template(s) from the list and confirm to add them to the asset.

Saving asset-level CAPEX to the library​

If you've already configured a CAPEX item on a specific asset and want to reuse it, you can save it directly to the library.

  1. Navigate to the asset's Financials > CAPEX section.
  2. Find the CAPEX item you wish to save.
  3. Click the three-dot menu (...) next to it and select Export to library.
  4. The item is now saved as a new template in your CAPEX Library for future use.

Bulk financial management from the asset list​

You can add, remove, or reset CAPEX items for multiple assets simultaneously directly from the main asset list.

  1. Go to the main Assets page.
  2. Select the checkboxes next to the assets you want to modify.
  3. A floating menu will appear at the bottom. Click Financials > CAPEX.
  4. You will see three options:
    • Add: Choose a CAPEX item to add to all selected assets.
    • Remove: Select a specific CAPEX item to remove from all selected assets.
    • Reset: Deletes all CAPEX items from the selected assets. Warning: This action cannot be undone.