Task Overview

Review the tasks you'll perform in Capital. In general, you'll plan capital assets in this order:

1. Set user variables. See Setting User Variables.

2. Review or enter capital assumptions, including driver-based assumptions for depreciation and amortization, funding assumptions, and other expense assumptions. See Entering Capital Asset Assumptions.

3. Add new capital assets and new asset details, and manage new assets. Managing New Capital Investments.

4. Manage existing assets and intangible assets. See Managing Existing Assets and Managing Intangibles.

5. Get an overview of Capital financials with dashboards. See Analyzing Capital Financials with Dashboards.

6. Review the financial impact of Capital assets. See Analyzing Capital Asset Financials.

Note:

You might not see all the features you see in this section, depending on what your Administrator has enabled.

Note:

In a 13-period application, for artifacts labelled with Month, Month does not represent a calendar month but the period defined through the 13 period calendar.

To get started, click Capital and then select a component:

Task	Perform These Tasks	More Information
Investments	Plan for purchasing new fixed assets. For example, plan for new assets such as buying machinery, laptops, trucks. Manage depreciation or cash flows.	Managing New Capital Investments
Existing Assets	Manage existing assets.	Managing Existing Assets
Intangibles	Manage intangible assets, such as copyrights, patents, trade secrets, and brand valuation.	Managing Intangibles
Analysis	Analyze Capital financials.	Analyzing Capital Asset Financials

Videos

Your Goal	Watch This Video
Learn about entering data in Capital.	Entering Planning Data in Capital for Oracle Enterprise Planning Cloud

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal	Learn How
This tutorial shows you how to plan for capital assets using capital projects in Capital and Projects.	Capital Asset Planning with Capital Projects
This tutorial shows you how to load and manage existing assets. You import assets using a modified data load template, and then perform tasks used to plan for capital expenses, such as Calculate Assets, Transfer Assets, and Add Improvements.	Loading and Managing Assets