Defining capital request categorization codes

Define capital request categorization codes for use on the Capital Planning Request form. See Creating Capital Planning Requests Chapter 5 Work Management of the Infor EAM User's Guide.

Note: The system will be pre-populated with data from the ASTM UNIFORMAT II Classification for Building Elements (E1557-97).

To define capital request categorization codes:

  1. Open the Capital Request Categorization Codes form.
  2. Click Add Categorization Code.
  3. Description—Enter the description of the capital request categorization code.
    Note: Major Group Element, Group Element, and Individual Element cannot contain periods (.).
  4. Major Group Element—Enter the major group element.
  5. Group Element—Enter the group element.
    Note: In order to create a new Group Element, you must first create a new Major Group Element.
  6. Individual Element—Enter the individual element.
    Note: In order to create a new Individual Element, you must first create a new Major Group Element and a newGroup Element combination.
  7. Click Submit.