video1.0<iframe src="https://www.loom.com/embed/cd0d52de6fbf4715b5b94ad74e0a1026" frameborder="0" width="1916" height="1437" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14371916Loomhttps://www.loom.com14371916https://cdn.loom.com/sessions/thumbnails/cd0d52de6fbf4715b5b94ad74e0a1026-e57c4b79a54cf653.gif101.966633In 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.