Capital Improvement
Planning Software
One simple platform for controlled collaboration, clear planning, and confident reporting.
How Plan-It
Works For You:
Centralize all CIP data, documents,
and updates in one placePrioritize projects objectively with configurable scoring and scenarios
Plan funding across multiple years, track sources/restrictions, and identify gaps
Produce council-ready ADA Compliant reports and budget book outputs in clicks
Coordinate across departments with roles, comments, and approvals
Reduce errors and rework with audit
trails and version control
Customers Currently Using Plan-It
Integrated Add-Ons to Enhance Your CIP
Automate budget books, publish interactive CIP maps, and plan asset replacements.
PDF Transparency Tool
Save reports once, reuse them each year.
Compile reports and attachments into a single capital budget book.
Auto-generate the PDF with a table of contents in one click.
Duplicate next year and update automatically with the new fiscal year.
Web Transparency Tool
Create an interactive CIP website directly from
your Plan-it data.Show projects on an interactive map for clearer
public visibility.Share with council or the public to increase transparency and trust.
Refresh and update data in one click with multiple synced versions.
Replacement Plan Manager
Bring asset data into one place instead of
scattered spreadsheets.Automate equipment replacement planning
and lifecycle forecasting.Plan proactively for future replacements instead
of reacting to failures.Integrate directly by rolling assets into CIP reports.
Book a 15-minute demo today.
Bring your messiest spreadsheet and see what your CIP could look like.