AFE Manager

Start your next capital job—whether a facility upgrade, a well, or a major maintenance task—by setting up a workflow that mirrors how your team already operates. In AFE Manager, you define project types, cost buckets, approvers, and routing rules once, then reuse them across the portfolio. Map required fields, validation rules, and naming conventions to match your policies. Control visibility by role, team, or region. As new projects come in, spin up parallel tracks without stepping on each other: each AFE follows its own path while you keep a consolidated view of status, risk flags, and deadlines.

Create an Authorization for Expenditure in minutes using ready-made templates. Pick the template that fits the work, and core details auto-populate: cost categories, account codes, and default approvers. Add scope notes, estimates, and contingencies; attach vendor quotes, drawings, or partner letters. Link to cost centers and allocate by percentage if needed. Save as draft, duplicate for similar jobs, and track each revision with a clear change history. When requirements shift, update the template once so every new AFE starts with the current standard. For busy teams juggling many efforts, tab between AFEs, filter by phase or owner, and keep moving without losing context.

Approvals run on rails. Assign spending caps to individuals or roles, and let conditional routing escalate based on amount, category, or location. When an AFE is submitted, approvers receive a notification with the full packet and can sign from desktop or phone using compliant e-signatures. Every action is time-stamped and captured in an immutable approval log, including comments and attachments added during review. If someone’s out, delegate or auto-escalate after a set interval. Alerts prompt users before deadlines, and exception rules stop submissions that exceed limits or miss required documentation—preventing surprises later.

Manage both operated and non-operated AFEs in one place. For partner-operated work, record the incoming proposal, align it to your internal codes, and track your share against committed and approved amounts. Compare planned vs. actuals, handle supplements and change orders, and see exposure by project, basin, or cost type. Generate audit-ready packets in seconds: full approval history, signatures, attachments, and policy checks. Push decisions and line items to your ERP, update teams via email or chat, and authenticate with SSO. Use dashboards to prioritize bottlenecks, forecast approvals by week, and close out projects with a clean handoff to accounting and lessons learned for the next cycle.