Easy Steps to Using the Investment Management Module (IMM)

1. Log in Procedure
   For information on how to log into the IMM, see Login Procedure IMM.
   
   
2. Data Entry Rules and Guidelines
   For information on how to enter data in the various data fields, see Basic Data Entry Rules and Guidelines.
   
   
3. Summary Table
   For information on this screen refer to the Summary help screen.
   
   
4. BTM Fixed Asset Funding and Payment Tables
   For information on these screens, see the Funding or Payment help screens.
   
   
5. New Projects
   For information on how to create new capital works projects in the system see the New Projects screen.
   
   
6. Maintenance Plans
   For information on this screen see the Maintenance Plans screen.
   
   
7. Surplus Assets Disposal Plans
   For information on this screen see the Surplus Assets Disposal Plan screen.
   
   
8. Logs
   For information on what activity the logs track and how to utilise the log reports if needed, refer to the Logs screen.
   
   
9. History
   For information on how to utilise archived versions of the IMM database, refer to the History screen.
   
   
10. Reports
    For information on what reports are available and how to run them, see Reports.

Using the Menu Bar

Help Index

Updated: 18 June 2013