Plan-It CIP

Spec sheet

Purpose

Plan-It helps governments plan infrastructure projects and equipment purchases and produce capital improvement plans.Read 8 Oct 2026 · cipsoftware.com

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.Read 8 Oct 2026 · cipsoftware.com

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.Read 8 Oct 2026 · cipsoftware.com

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.Read 8 Oct 2026 · cipsoftware.com

Founded

1998Read 28 Sep 2026 · cipsoftware.com

Accessibility

Plan-It is designed to produce PDF and digital reports that support WCAG 2.1 Level AA compliance.Read 8 Oct 2026 · cipsoftware.com

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.Read 8 Oct 2026 · cipsoftware.com

Backups and availability

The FAQ describes automatic daily backups restorable to any point in the previous seven days, DDoS protection, and automated failover.Read 8 Oct 2026 · cipsoftware.com

Collaboration

The product supports version-controlled project information, centralized document storage, and role-based access.Read 8 Oct 2026 · cipsoftware.com

Company history

Plan-It was developed in 1998 and had its first municipal installations in 1999.Read 8 Oct 2026 · cipsoftware.com

Financial integration

Plan-It can import information from a financial system through an Excel spreadsheet to create Budget vs. Actual reports.Read 7 Oct 2026 · cipsoftware.com

Financial system import

Plan-It can import information from any financial system via Excel spreadsheets to create Budget vs. Actual reports.Read 8 Oct 2026 · cipsoftware.com

Forecasting

Users can enter projected 5-year or 10-year fund revenues to generate cash-flow reports.Read 7 Oct 2026 · cipsoftware.com

Planning

Features include multi-year forecasting, cash flow analysis, asset replacement planning, scenario planning, and inflation adjustments.Read 8 Oct 2026 · cipsoftware.com

Public-facing tools

The maker describes add-ons for creating PDF budget books, interactive CIP websites with project maps, and asset replacement plans.Read 7 Oct 2026 · cipsoftware.com

Reporting

It offers automated PDF generation, visual dashboards, customizable reports, and multi-format exports.Read 8 Oct 2026 · cipsoftware.com

Reports

The FAQ says Plan-It has over 140 automatic reports summarizing project information, expenditures, and funding sources.Read 8 Oct 2026 · cipsoftware.com

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.Read 8 Oct 2026 · cipsoftware.com

Where Specifiction places it

• Capital Planning Software#22 of 286.6