Prerequisite:  You must be assigned a role with permissions to this area of functionality.

 

1.   Hover your mouse over the Budget and Fund Management link on the menu bar.

2.   Click the Capital Program Planning sub-link from the menu bar.

3.   Click the Create New Planning button at the top of the page.

4.   Complete the fields on the page.

5.   Click the Create button at the bottom of the page.