Editable Cells As you work through the Capital Planning process, you will notice that some fields are blue type font and others are font. As a general rule, fields that are blue are not editable directly. These fields are either auto-fill fields or they are total fields for columns or rows and may require you to expand them to ‘parent’ edit the field. (See section below, Expanding Leaf Columns or Rows for further details) Black font fields can be edited directly. Expandable Leaf Columns or Rows As a general rule of thumb, if you see a hollow triangle () or black shaded triangle (), this is an expandable field, whether it be a row or column. Clicking on the hollow triangle icon () will reveal one or more additional columns or rows, that make up the column or row. For example the column ‘children’ ‘parent’ ‘parent’ Sources, is the first column that is collapsed on the submission grid (see Capital Planning Submission Grid on page 10, for further details). By clicking the hollow triangle icon () to the left of the text Sources, five additional columns open, for review: Gifts/Investment, Central Funds, Unit Funds, State ‘children’ Appropriated Funds, Contract/Grant and Debt financing (see Images below). To re-collapse, these fields simply click the black triangle () next to the column, in this example Sources, to close the fields. ‘parent’ Source Column Collapsed Source Columns Expanded Using the Search Icon The Icon’ is a tool that you will use to search for a different College or Unit and to filter down request ‘Search in the Review Application. You will see the search icon, displayed in several locations within the applications. The general use of the icon is the same throughout. To begin your search, select the search icon: Once selected, the Symbol Selector Window will display: To search for your desired entry there are three ways to use the Symbol Selector window: Navigate the Hierarchy manually by scrolling through the list Navigate the Hierarchy manually, using the drill-down method Use Text Search Navigate the Hierarchy manually To navigate manually by scrolling down the list: To search manually, use your or screen directive arrows to scroll down the page, to the College/Unit that you wish to select as the Responsible Unit. Once found, single click the appropriate
Editable Cells As you work through the Capital Planning process, you will notice that some fields are blue type font and others are font. As a general rule, fields that are blue are not editable directly. These fields are either auto-fill fields or they are total fields for ‘parent’ columns or rows and may require you to expand them to edit the field. (See section below, Expanding Leaf Columns or Rows for further details) Black font fields can be edited directly. Expandable Leaf Columns or Rows As a general rule of thumb, if you see a hollow triangle () or black shaded triangle (), this is an expandable field, whether it be a row or column. Clicking on the hollow triangle icon () will reveal one or more additional ‘children’ columns or rows, that make up the ‘parent’ column or row. For example the ‘parent’ column Sources, is the first column that is collapsed on the submission grid (see Capital Planning Submission Grid on page 10, for further details). By clicking the hollow triangle icon () to the left of the text Sources, five additional ‘children’ columns open, for review: Gifts/Investment, Central Funds, Unit Funds, State Appropriated Funds, Contract/Grant and Debt financing (see Images below). To re-collapse, these fields simply click the black triangle () next to the ‘parent’ column, in this example Sources, to close the fields. Source Column Collapsed Source Columns Expanded Using the Search Icon The ‘Search Icon’ is a tool that you will use to search for a different College or Unit and to filter down request in the Review Application. You will see the search icon, displayed in several locations within the applications. The general use of the icon is the same throughout. To begin your search, select the search icon: Once selected, the Symbol Selector Window will display: To search for your desired entry there are three ways to use the Symbol Selector window: Navigate the Hierarchy manually by scrolling through the list Navigate the Hierarchy manually, using the drill-down method Use Text Search Navigate the Hierarchy manually To navigate manually by scrolling down the list: To search manually, use your or screen directive arrows to scroll down the page, to the College/Unit that you wish to select as the Responsible Unit. Once found, single click the appropriate
CPT_Quick_Reference_Guide.docx