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 place

  • Prioritize 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

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.

Schedule a Demo.

Schedule a Demo.