The CAPEX module tracks capital expenditure for your department — replacement purchases, infrastructure upgrades, and major investments. Unlike P&L (which covers operational spending), CAPEX covers items that are capitalized and tracked over their useful life.

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What You Can Do

• Track current year CAPEX items: budget vs. actual spending
• Plan next year’s CAPEX proposals with justifications and priorities
• Build a 10-year replacement forecast for long-life assets
• Monitor status of each item (Planned, In Progress, Purchased, Cancelled)
• Export all CAPEX data to Excel

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Three Layers of CAPEX

ITMKit organizes CAPEX into three views:

Layer	Purpose
Current Year	Approved items for this year — track budget vs. actual
Next Year	Proposals for the upcoming year — submit by May annually
10-Year Forecast	Long-term replacement planning for recurring items

Use the tabs at the top of the CAPEX page to switch between layers.

📸 [Screenshot: CAPEX page — three layer tabs]

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Current Year — Tracking Approved Items

This view shows all approved CAPEX items for the current year.

Fields:

• Item Name — description of what is being purchased
• Category — type of expenditure (configurable by admin)
• Budget Amount — approved budget for this item
• Actual Spent — amount actually spent (enter when PO is raised)
• Status — Planned / In Progress / Purchased / Cancelled

To update an item:

1. Click the item row.
2. Update the actual spent amount or status.
3. Click Save.

📸 [Screenshot: Current Year CAPEX table]

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Next Year — Submitting Proposals

Use this view to build your CAPEX proposal for the next year, typically submitted in May.

Fields:

• Item Name — what you are requesting
• Category — type of item
• Estimated Cost — expected purchase price
• Priority — Must / Should / Nice to Have
• Justification — reason for the request

To add a proposal:

1. Click + Add Item.
2. Fill in the fields.
3. Click Save.

📸 [Screenshot: Next Year proposals list]

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10-Year Forecast — Lifecycle Planning

The forecast view helps plan replacements for long-life assets like servers, switches, and UPS units.

When you add an item with a replacement cycle (e.g. every 5 years), ITMKit automatically generates forecast entries for future replacement years across the 10-year window.

Fields:

• Item Name — asset to be replaced
• Category — type of asset
• Quantity — number of units
• Unit Price — estimated cost per unit
• Replacement Cycle — how often it needs replacing (years)

📸 [Screenshot: 10-year forecast grid]

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Export to Excel

1. Click Export.
2. Select the layer (Current, Next Year, or Forecast).
3. The file downloads with all items and amounts.

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Permissions

Permission	Description	Manager	Supervisor	Staff
view	See the CAPEX page	✅	✅	❌
create	Add new CAPEX items	✅	✅	❌
edit	Edit existing items	✅	✅	❌
delete	Remove items	✅	❌	❌
export	Export CAPEX to Excel	✅	✅	❌
manage	Configure categories	✅	❌	❌

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Next Steps

→ [Projects]
→ [Knowledge Base]