Add capital planning requests to an investment plan.
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Select Operations > Investment Planning.
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Select the investment plan for which to add capital planning requests, and then click the Capital Planning Requests tab.
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Specify this information:
Capital Planning Request - Specify the capital planning request to add to the investment plan.
Priority Override - Specify the override value for the priority of the capital planning request.
Investment Period Override - Specify the override for the calculated investment period.
Invest Early (years) - Specify the number of years allowed for early investment.
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Click Submit.
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Optionally, click Actions, and then select Calculate Plan Priority to set the Plan Priority for all capital planning requests.
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Click Actions, and then select Refresh Investment Period to calculate and update the investment period for all capital planning requests attached to the header record.
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Click Actions, and then select Delete All to remove capital planning requests.