A capital project typically is to construct or build something which will be an asset to your company - generating revenue, improving processes or reducing cost. One project can produce multiple assets or deliverables. Estimated, planned and actual costs of the different work packages, tasks and activities in the project are in turn assigned to these assets or deliverables with multiple WBS elements being assigned to multiple assets on a percentage basis (many to many relationship).

To edit your capital project's deliverables, open or create a capital project and click on the ASSETS or SETTLEMENT RULES tab.

1. Click the + to add, - to delete or boxes icon to copy a new asset or deliverable. Copying an asset or deliverable does not copy the work-packages and estimates costs assigned to it
2. Select the option (or phase) this asset is assigned to. Assets and estimates (work-packages) can each be assigned to an option (a single estimate or asset cannot go across multiple options)
3. Optionally select the asset ID (product or service) of this asset, only if an asset master record has already been set-up. You can create new asset master records (re-usable assets) via the CREATE button in the footer of the selection list, or via master data menu if authorized
4. While the asset description defaults to the asset ID's text, you can edit the description freely here. Text is required particularly if an asset master was not selected
5. Click on the cost allocation column to open a popup where you can assign multiple work-package, activity, WBS or task costs to this deliverable, as either allocated in full (100%) or with costs split across multiple assets (less than 100%)
6. The total cost for the allocated work-packages, tasks and activities is displayed in this column, after you run 'update cost' either from the more toolbar button menu or from the estimating application
7. Click on the "edit pencil" icon to edit the asset or deliverable details, in a popup explained below. Click on the speech bubble to enter remarks or assumptions about this deliverable
8. You can select one phase or option to filter the list of assets to only show assigned assigned to that specific option (#2 above). Assets not assigned to any option will be hidden from view at the same time
9. You can change the view, add or remove columns and upload or download the list of deliverables from and to Excel

There are other columns such as asset completion date, site or location for the asset, type of line item and quantity of assets if more than one is being delivered in a lot, accessible from the column menu 'Columns'.

To enter or edit details of a priced line item, double-click on the item or on the pencil icon (bubble #7 above). Asset details are mostly for reviewing the cost allocations and long text/remarks, both of which are accessible from separate columns in the asset list screen.

1. Select a different asset ID (product or service), and base unit of measure, before editing the delivered quantity
2. Pricing, unit price, revenue and net invoice prices are not applicable to internal capital project estimates, as they do not generate revenue directly like a proposal with priced proposal line items based on project estimating structures
3. The manufacturing finish date is the same as the asset completion date in the deliverables table, shown above
4. Click on the REMARKS tab to edit the remarks or assumptions (the same as clicking on the remarks bubble in #7 above)

Click on the WBS tab below to edit the cost allocation percentages.

1. Click the + to add a new work-package or activity cost allocation, or - to delete
2. Select the work-package who's costs are to be allocated to this deliverable. If you select a WBS from the project structure, such as 1.1, then the costs for all work-packages below (such as 1.1.1, 1.1.2, 1.1.3 etc.) are also allocated to the same deliverable in the same %
   • You can select a WBS at any level of the project structure (excluding tasks or assets) initially but once a WBS is allocated to a deliverable or can no longer select WBS elements below an allocated WBS
3. The cost allocation percentage defaults to the maximum value permitted (the remaining unallocated % of that WBS element's cost) e.g. 100% initially, or defaults to 40% if 60% of the costs are previously allocated. Optionally reduce this percentage - because you intend to allocate the remaining portion of this WBS element's costs to another deliverable.

The DELIVERABLES tab is not normally used for capital projects, though it a quantity of more than one asset is being delivered this tab gives you to option to edit multiple quantity and completion dates for assets within the same group or overall deliverable.