From capital request to capitalized without a single spreadsheet
Capital Planning routes every CAPEX request through an automatic approval ladder, blocks purchase orders that would breach budget, tracks committed and billed spend in real time, and auto-launches a post-investment review the moment an investment closes.
The problem
Capital requests live in email and spreadsheets, approvals happen informally over chat, purchase orders are raised in a disconnected system, and spend is only reconciled at year-end. Budget overruns surface months too late, approval authority is unclear, and no one can say how much of an approved investment has been committed, billed, or remains — without stitching together three systems by hand.
The solution
Capital Planning unifies the whole lifecycle in Odoo: automatic approval routing by amount and category, purchase orders capped at the approved budget, live committed and billed spend on the request itself, and an auto-triggered post-investment review once an investment capitalizes — so governance, financial analysis, and multi-year planning finally live in one place.
Everything capital governance requires
Every capability below is implemented in the module.
Full Lifecycle Capital Requests
Every investment case moves through draft, submission, approval, ordering, capitalization, and closure in one record — chatter and audit trail included, so nothing lives in email or spreadsheets again.
Automatic Approval Ladder
Requests route to the right approver by amount band and investment category with no manual assignment, including a mandatory compliance gate for regulated projects.
NPV, IRR, Payback & ROI
Enter yearly cash flows and see net present value, internal rate of return, payback period, and ROI computed instantly on the request — plus an optimistic and pessimistic sensitivity view at a configurable discount rate.
Budget-Capped Purchase Orders
Purchase orders link to their approved request and are blocked from confirming once committed spend would breach the approved amount plus contingency — the strongest control against overruns.
Live Committed & Billed Spend
Approved amount, committed spend from confirmed purchase orders, and billed spend from posted vendor bills sit side by side on the request, with a visible remaining balance and overrun warning banner.
Auto-Triggered Post-Investment Review
The moment a request is capitalized, a benefit-realization review is created automatically with a scheduled activity — expected vs. actual benefit and lessons learned captured without anyone having to remember.
Multi-Year Capital Plans
Build a rolling multi-year plan with budget lines by year and category, compare planned vs. forecast vs. committed spend, and model accelerate-or-defer timing scenarios before committing funds.
Depreciation Forecasting
Each plan line forecasts its own depreciation schedule — straight-line, double-declining, or sum-of-the-years-digits — so the P&L impact of capital plans is visible before a single purchase order is raised.
Pipeline Dashboard & Batch Approval
A kanban dashboard groups requests by status with overrun badges at a glance, and approvers can clear a queue of pending requests in a single batch-approve action.
How it works
Request
A requester captures the investment case, cash flows, and category — the app proposes the discount rate and compliance flag automatically.
Approve
The request routes through the approval ladder by amount and category; each approver is notified by email and activity until every step, including compliance, is cleared.
Order & Track
Purchase orders link to the approved request and are capped at the budget; committed and billed spend update live as orders confirm and bills post.
Capitalize & Review
Capitalizing the investment stamps the date and amount and auto-launches a post-investment review to confirm the promised benefit was realized.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Capital Planning is built entirely on Community apps (base, mail, account, purchase, analytic). Depreciation is forecast natively inside the module, so it installs on Community or Enterprise without any Enterprise-only dependency.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CAPEX Requests & Capital Planning
Capital requests with NPV, IRR, payback and ROI, an automatic approval ladder, budget-capped purchase orders and live committed and billed spend — through to post-investment review and multi-year depreciation forecasts.
Buy on Odoo App Store