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How to Submit An Online Capital Request
1. Navigate to the Capital Budgeting portal on the Employee tab of the Nest under Campus Resources and click the “Capital Request Form” link. Confirm you are logged in. If you see your name on the top right of the screen, you are ready to proceed. If not, you will see “Sign In”. Once logged in, this should appear on your screen.
2. After reviewing the landing page, click “Create Request”.
The “Share” button allows you to share the link for the Capital Funding Request with another individual.
3. Complete all required fields on the request form. If you wish to complete the form at a later date, click “Save” and the draft will be saved for your return.
4. There is a new required section & accompanying fields included in the Capital Request Form called “Project Evaluation Criteria.” In this section, please give your project a score for each criterion (Student Experience Score, Sustainability and Maintainability, and Strategic Alignment) based on the scoring thresholds laid out in the form. You are able to leave notes to provide context for the score given for each project criteria, however the notes are not required.
To retrieve a saved request, click Project Requests.
If you have completed all required fields and are ready to continue, select “Mark Complete and Submit”.
5. Business Case Window → General Section
You will now see a “Business Case” window on the left. This section alerts you to the progress of your submission. If you must make changes to a section you previously complete, at any time select “Mark Incomplete” and make any necessary changes. Once the “General” section is complete, select “Files” in the Business Case window. Green check marks indicate that a section has been marked complete. Red circles indicate that the section has not been marked complete.
6. Business Case Window → Files Section
Upload any files that are pertinent to your request, (e.g., spreadsheets, quotes, etc.). Once uploaded, select “Mark Complete”. You are not required to add any files, but you must acknowledge your review by marking the Files section complete. You may now proceed to the “Resources” section in the Business Case window.
7. If at any time, you are confused as to the status of your submission, look in the top right corner. If you nave not fully submitted your request, you will see “Not Submitted”. Conversely, after you have completed submission, you will see “Submitted”. Now, after your final review, you may select “Review and Submit” to send your request for review.
8. Click "Submit" to submit your capital request.
9. You will be prompted to confirm the submission of your request. Select “OK” if you are ready to process.
10. When you have completed submission of your request, you will be provided with a “Request Submitted Successfully” screen. At this point, your request has been fully submitted for review.
11. At this point, your request is submitted and will be evaluated in accordance with the Planning and Budgeting for Capital Expenditures Policy. If you have any changes that should be noted, please contact Lauren Goldsmith in the Budget & Financial Planning Office (lgoldsmi@sju.edu x1320). You can monitor the status of your request at any time by visiting the Team Dynamix portal. Once inside the portal select Project Requests If the request has been approved by Executive Leadership, the status will then be visible in the “Projects” section.