Simplified Capital
Improvement Planning

One platform to manage, plan, and report.
Trusted by hundreds of government agencies for 25+ years.

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Customer Stories

36

7.8M

States Utilizing

Residents Served

$88B

80,472

Capital Managed

Projects Planned

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Improve your process with very little effort.

Green icon of a file with a folded corner and the text 'XLS' indicating an Excel spreadsheet file.
Blue cloud icon with circular arrows and a download arrow in the center, representing cloud sync or update.

Plan-It helps you go from spreadsheet chaos to software simplicity.

Download Popular Reports
Screenshot of a capital improvement plan document for Ash Street from Jefferson to Maple, showing project details, budget, and schedule, with a photo of a city street at the top right.
A pie chart titled '2026 through 2030 Capital Improvement Plan Department Summary' showing percentage allocations for various city departments including Storm Water, Sewer, Parks and Recreation, Fire, City Hall, Building, Admin/Finance, with specific dollar amounts and a table below listing department budgets from 2026 to 2030 and a grand total of budget allocations.

All the features you need and nothing more.

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Designed for small and mid-size municipalities.

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Quick and easy to
onboard, learn, and use.

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Fast setup and strong
customer support.

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Trusted by hundreds of government agencies.

People
Love
Plan-It

THIS IS SO AWESOME!!!!!
😍😍😍😍 I am tearing up a bit.

— Clarissa H.
Finance Director, Lake Elmo, MN

Software driven by 25+ years of planning insights.

Plan-It enables a central point of communication across your organization.

Controlled Collaboration

Controlled Collaboration

Collect and maintain accurate, version controlled information across projects and departments.

  • Create A Single Source of Truth

  • Eliminate Duplicate Data Entry

  • Centralize Document Storage

  • Role-Based Access

Clear Planning

Clear Planning

See inflation adjustments, make bulk edits,
and analyze by source while forecasting.

  • Multi-Year Forecasting

  • Cash Flow Analysis

  • Asset Replacement Planning

  • Scenario Planning

Confident Reporting

Confident Reporting

Be audit-ready, grant-prepared, and council
approved with dynamic custom reports.

  • Automated PDF Generation

  • Visual Dashboards

  • Customizable Reports

  • Multi-Format Export Capabilities

Starting is Simple

Implement Plan-It in hours not months, with a simple data upload and brief comprehensive training.

Support is Free

The Plan-It support team is standing by to help when you need it and is included in your plan.

Integrated Add-Ons to Enhance Your CIP

Automate budget books, publish interactive CIP maps, and plan asset replacements.

Budget Book Builder

PDF Transparency Tool

Build your capital budget book once, then reuse it every year with automatically updated reports, attachments, and a complete PDF.

Digital Capital Budget Book

Web Transparency Tool

Create an interactive CIP website from your Plan-It data with project maps, one-click updates, and transparent public sharing.

Replacement Plan Manager

Replacement
Plan Manager

Centralize asset data to automate replacement planning, forecast future needs, and seamlessly connect assets to your CIP reports.

  • "We're Thrilled"

    "We have been thrilled with Plan-It throughout the planning and development process. The reports have worked well to create our CIP book project lists."

    —Lindsey Vogt, CIP Coordinator · Wichita, KS

  • "Easy and Efficient"

    "It has been easy for both experienced and new users to navigate, making the CIP planning process much more efficient."

    —Bridgett Wood, Finance Director · Waterloo, IA

  • "Loving It"

    "Loving it. So much better than spreadsheets or databases I've created."

    —Paul Sponholz, PE, City Engineer · Cottage Grove, MN

  • "Invaluable"

    "Plan-It has raised the bar in capital project planning with a software product that is invaluable to our local government."

    —Darcie Huwe, Finance Director/Auditor · Wahpeton, ND

  • "Saves Us Time"

    "Easily save 20 to 30% time to use the web based version."

    —Clay Evers, Public Works Director · Kilgore, TX

  • "Our Council Was Really Happy"

    "Our Council was really happy with the change to the new program for the CIP."

    —Lanie Gospodarek, Finance Director · Whitefish, MT

  • "Organized, Attractive, Time Saver"

    "It saves us time, keeps everything organized, and generates attractive reports."

    —Morgan Kaiser, Management Support Analyst · Huntley, IL

Book a 15-minute demo today.

Bring your messiest spreadsheet and see what your CIP could look like.

Schedule Demo

Schedule a Demo.

Schedule a Demo.