Capital expenditure management template
Track capital investment proposals from cost planning and budget decisions through recorded commitments, actual spending and completion.
What is this capital expenditure template?
Capital connects investment proposals to USD budget envelopes. Build the cost basis, submit a proposal and record an approval or rejection with rationale. Approval checks the remaining envelope allocation against other approved investments. Once approved, cost estimates stay fixed while commitments and actual amounts are recorded against individual lines. Recorded actuals cannot exceed commitments, and commitments cannot exceed approved line estimates. Complete an investment when its recorded commitments are fully received.
- Screens
- 4 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for Finance, procurement and operations teams managing internal capital investment portfolios.
Put every investment in context.
Track capital investment proposals from cost planning and budget decisions through recorded commitments, actual spending and completion.
- Investment overview
Understand the current work
Compare envelope headroom with the current investment portfolio.
- Investment proposals
Create and find records
Draft a costed proposal, submit it and record the budget decision.
- Business case & spend
Work through the decisions
Track cumulative commitments, actual amounts and completion evidence.
- Budget envelopes
Maintain the shared context
Create the USD budget envelopes used by investment proposals.
What does the template cover?
Budget envelopes and investment portfolio
See unallocated budget by envelope alongside proposed, committed and actual amounts for each initiative. The template uses a single USD reporting currency.
Costed proposals and decision history
Draft cost lines with owners and estimates, then submit the complete business case. Record an approval or rejection with the responsible decision owner.
Controlled commitments and actuals
Approval checks available envelope capacity. Spending records use cumulative totals and prevent amounts below previous totals, actuals above commitments and commitments above approved estimates.
Receipt evidence and investment completion
Record order or receipt references with spending evidence. Complete only after recorded commitments are fully received, retaining the original proposal and decision history.
ToolJet Database with sample data
The pilot uses 2 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| Budget envelopes | 3 sample directory entries | Fictional budget envelope records providing ownership and planning context. |
| Investment proposals | 4 sample records | Fictional investment proposal records with linked work items, decisions and activity history. |
English desktop pilot with fictional USD amounts and reads capped at 1,000 rows per table. No accounting postings, payments, purchase-order issuance, tax, depreciation or multi-currency consolidation. Approved estimates are fixed; budget transfers, change orders and spend reversals are not implemented. Cross-proposal budget checks use loaded records and need transactional locking for concurrent approvals. Reviewer identity is manually recorded.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
Does approving a proposal issue a purchase order?
No. Approval reserves the proposal’s cost basis in the recorded budget view. Purchase-order issuance, payments and accounting integration are not included.
How are budgets checked?
The proposed total is compared with the selected envelope’s budget minus other approved investments. This uses loaded records and does not provide a transactional lock across concurrent approvals.
Can recorded spending exceed an approved cost line?
No. Committed totals cannot exceed the approved estimate, and actual totals cannot exceed commitments. Change orders require additional implementation.
Does this support multiple currencies?
The pilot uses USD throughout. Currency conversion and consolidation are not included.
Can I change the design, branding or features with AI?
Yes. Use the starter prompt as a starting point, or describe changes to an app in the ToolJet AI builder. Ask for your branding, a different layout or extra workflow features, then review and test the generated changes.
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