Plan-It CIP
Plan-It CIP is web software for planning infrastructure projects, equipment purchases, and capital improvement programs.
What Plan-It CIP is
Plan-It CIP is web software for planning infrastructure projects, equipment purchases, and capital improvement programs. It is developed for local governments and also described for utilities, park districts, school districts, universities, and libraries. Planning features include project investment models, asset budgeting, multi-year forecasting, cash-flow analysis, scenario planning, inflation adjustments, and asset replacement planning. Users can enter projected five-year or ten-year fund revenues for cash-flow reports, or import financial-system information through Excel to produce Budget vs. Actual reports. More than 140 automatic reports summarize projects, expenditures, and funding sources. Project data supports version control, centralized documents, and role-based access. Add-ons create PDF budget books, interactive CIP websites with project maps, and replacement plans. The maker says data is encrypted in transit and at rest, backed up daily, restorable for seven days, and protected by automated failover. Reports are designed for WCAG 2.1 Level AA support.
Good
- Over 140 automatic reports
- Five- and ten-year revenue forecasting
- Excel financial-system imports
- Scenario and inflation planning
- Daily backups with automated failover
Watch out
- No free plan
- Web platform only
- Programming support may incur a charge
- Setup time varies by city size
Who it suits
Plan-It CIP suits public-sector and institutional teams managing capital projects, asset budgets, long-range forecasts, and financial reporting.
Verdict
Plan-It CIP brings capital planning, forecasting, reporting, collaboration, and public-facing add-ons into one web system. Its controls cover permissions, encryption, backups, and accessible report production.
The facts
Each one read from Plan-It CIP's own pages, with the date it was checked.
What it does
- Accessibility
- Plan-It is designed to produce PDF and digital reports that support WCAG 2.1 Level AA compliance.checked 8 Oct 2001
- Add-ons
- Add-ons include a PDF transparency tool for capital budget books, a web transparency tool for interactive CIP sites and maps, and a replacement plan manager.checked 8 Oct 2001
- Backups and availability
- The FAQ describes automatic daily backups restorable to any point in the previous seven days, DDoS protection, and automated failover.checked 8 Oct 2001
- Collaboration
- The product supports version-controlled project information, centralized document storage, and role-based access.checked 8 Oct 2001
- Financial integration
- Plan-It can import information from a financial system through an Excel spreadsheet to create Budget vs. Actual reports.checked 7 Oct 2001
- Financial system import
- Plan-It can import information from any financial system via Excel spreadsheets to create Budget vs. Actual reports.checked 8 Oct 2001
- Forecasting
- Users can enter projected 5-year or 10-year fund revenues to generate cash-flow reports.checked 7 Oct 2001
- Intended users
- The maker describes Plan-It as designed for small and mid-size municipalities and also identifies municipal governments, utilities, park districts, schools, universities, and libraries as potential users.checked 8 Oct 2001
- Public-facing tools
- The maker describes add-ons for creating PDF budget books, interactive CIP websites with project maps, and asset replacement plans.checked 7 Oct 2001
- Purpose
- Plan-It helps governments plan infrastructure projects and equipment purchases and produce capital improvement plans.checked 8 Oct 2001
- Reporting
- It offers automated PDF generation, visual dashboards, customizable reports, and multi-format exports.checked 8 Oct 2001
- Reports
- The FAQ says Plan-It has over 140 automatic reports summarizing project information, expenditures, and funding sources.checked 8 Oct 2001
- Security
- The FAQ says its database runs in a private network and data is encrypted in transit and at rest, with optional user-level permissions.checked 8 Oct 2001
- Setup
- The FAQ says setup takes 30 minutes to one hour for cities of 5,000–50,000 people and one to two hours for cities of 50,000–150,000 people.checked 8 Oct 2001
- Support
- The home page says support is included in the plan; the FAQ says most technical support is free and programming support may incur a charge.checked 8 Oct 2001
The company
- Company history
- Plan-It was developed in 1998 and had its first municipal installations in 1999.checked 8 Oct 2001
- Founded
- 1998checked 28 Sep 2001
Money
- Planning
- Features include multi-year forecasting, cash flow analysis, asset replacement planning, scenario planning, and inflation adjustments.checked 8 Oct 2001
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