{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/cd0d52de6fbf4715b5b94ad74e0a1026\" frameborder=\"0\" width=\"1916\" height=\"1437\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1437,"width":1916,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1437,"thumbnail_width":1916,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/cd0d52de6fbf4715b5b94ad74e0a1026-e57c4b79a54cf653.gif","duration":101.966633,"title":"Capital Planning","description":"In this video, I walk you through the process of using the Capital Planning Module to structure and model long-term investment strategies. We start by creating a new capital plan and scenario, where I guide you to set a clear name, select the client, confirm the currency, and establish the planning period. I also demonstrate how to connect project requests and active projects to the scenario. By the end, you’ll see a complete example of a detailed scenario view, including cash flow forecasts. Please take the time to familiarize yourself with these steps to ensure effective planning and evaluation before final approval."}