Search Existing Investment Plan

Allows user to search and retrieve a Investment Plan

  1. Click on Investment module from the left menu.

  2. There are two Investments Tabs, namely All Investments and Investment Progress. Both tabs will display different information. Only Approved and Executed Investment plans will be displayed in the Investment Progress tab.

  3. Select the Correct plant and Department information from the drop down list and input the tag number that you are searching for. You can input a sub-string of the tag number instead of the full tag number, i.e. you can input 101 to locate a tag number A-101. Hit "Enter" to invoke the search. You can filter the result by selecting the status.

  4. All relevant matches will be displayed in the resultant table.

  5. To view the details of the Investment Plan, you can click on the ID number on the left.

  6. To receive the Investment Plans summary in csv format, click on the export button. The exported csv will contain the data according to the filter.

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