CTF - CapEx component: install and configure

Use the optional CTF - CapEx component to separate CapEx reporting from the OpEx that reporting in previous versions of Costing Standard. If your organization doesn't load CapEx data into your models, this component will prevent the display of empty CapEx fields in out-of-the-box reports. This allows you to focus on OpEx data if you only use OpEx reporting.

Applies to: TBM Studio 12.8 and later, with Template v107 and later

Introduction

The CapEx component provides insights into IT capital expenditures at the account, cost pool, and cost center levels in the budget and latest forecast variance reports.

The CTF - CapEx component is not installed automatically with the standard Costing Standard project.

Use cases

Data from this component supports the following decisions:

  • Manage capital expenditures to budget and forecast
  • Identify change in capital expenditures month over month, quarter to quarter, and other periods of time
  • Identify top capital expenditures
  • Identify top budget and forecast variances

Install the component

To install the component:

  1. Open the Costing Standard project.
  2. In the Project tab, click Components.
  3. Click the CTF - CapEx component.
  4. Click Install.

Master data

For a description of the fields in the master data table, see the information on the CTF - CapEx component page in the product. To display the page:

  1. In the Project tab, click Components.
  2. Click the CTF - CapEx component.

Required and recommended fields

The required and recommended fields needed for the standard Costing Standard labor reports are same as those listed in Populate the Cost Source Master Data table.