Capital Improvement
Plan Software

Simplify your Capital Improvement Planning process. No more spreadsheet headaches, just effective, scalable solutions for government teams. We have been focused on streamlining the CIP process for 25+ years, longer than anyone else in industry.

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Customer Stories
CIP Dashboard showing project data from 2026 to 2030, with bar graph for department summaries and a pie chart for funding sources, total projects 53, project spend over $22 million.
A black background with a dashed blue arrow pointing to the right and curved downward.

Don’t let complex capital planning bury you in spreadsheets or silo your teams.

Green icon of a file with a folded corner and the text 'XLS' indicating an Excel spreadsheet file.
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Leverage decades of capital planning expertise. Plan-It enables simplicity and efficiency.

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.
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.

How Plan-It Works

QUICKLY ELIMINATE WASTED TIME USING EXCEL-BASED SPREADSHEETS

This process can be a real headache, taking up a lot of time and leaving room for errors. Hours wasted sorting through spreadsheets or stacks of paper forms. Finance departments are forced to make important decisions without the right tools to effectively manage everything. It's time to simplify and streamline the CIP process.

Capture

Long gone are the days of manually consolidating capital requests. Our easy-to-use web-based project data collection forms are simple to send out and automatically upload to your own Plan-It database, eliminating the need for paper forms and Excel spreadsheets. Plus, make on-boarding quick and easy by importing your existing projects.

Build

Our software simplifies the management of your CIP by centralizing your data in one place. Adding or editing projects is easy, with a click of a button you can move from one year to the next, and with our extensive selection of customizable reports, you'll have all the information you need to collaborate, prioritize, and fund your projects.

Share

What sets us apart is our commitment to creating reports that effectively communicate your CIP. We've listened to customers and spent years perfecting our clear and concise reports. Get ready to access hundreds of automatically generated and customizable reports that will showcase your CIP in the best possible light.

Reports on Laptop Shared with Colleagues

CIP Planning Made Easy

Plan-It was developed with local government users in mind. Serving as an important planning and budgeting tool, the Plan-It software helps Finance Directors, Administrators/Managers, Clerks, Public Works Directors and other city officials across North America produce a great CIP.

  • Municipal Governments

  • Utilities

  • School Districts

  • Libraries

  • Universities

  • Park Districts

  • "Better and More Efficient"

    Your program and your customer service definitely made the capital process better and more efficient for me. I went from creating hundreds of spreadsheets and reports manually to creating a CIP book with much better worksheets and great reports.

    —Finance Director, California

  • "Absolutely the Right Fit"

    Thank you for all your hard work and dedication to producing a product that ABSOLUTELY fills the void between Excel spreadsheets and overwhelming, multi-part systems to provide a “right fit” Capital Improvement Program planning solution for so many communities.

    —Engineer, Tennessee

  • "Our CIP Program is a Prize Possession”

    You have built a great product that we have enjoyed using in our office. Our CIP program is a prize possession in our government and is talked about every year in our budget process.

    —Accountant, Montana

  • "So Easy for New Users to Pick Up”

    This is such a nice program. It really serves the purpose! It's so easy for new users to pick up and use without having to go to a lot of training.

    —Finance Director, Minnesota

  • “Saves Us Time”

    Plan-It supports the Village's mission of obtaining a high level of organizational excellence, enabling our public body to understand the community's capital needs. It saves us time, keeps everything organized, and generates attractive reports.

    —Finance Director, Illinois

Book a 15-minute demo today.

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

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Schedule a Demo.