Plan-It CIP
Plan-It CIP: A structured web platform for collecting, forecasting, and reporting capital project plans. Ranked #13 of 26 in Capital Planning Software by our editors (8.0/10); pricing: Paid; best for teams managing structured capital improvement plans.
At a glance
- Editor score8.0 / 10
- PricingPaid
- Best forTeams managing structured capital improvement plans
- Free planNo
- Founded1998
- Facts checked20 Sep 2026
Where it wins
- Centralizes capital project data in one database
- Supports multiyear cost, revenue, and cash-flow forecasting
- Provides customizable reports and budget-versus-actual reporting
Where it doesn't
- No free plan; paid licensing starts at 1500
- Financial-system connectivity is documented through Excel imports
- Web-only delivery may not suit teams needing other platforms
Our verdict on Plan-It CIP
Plan-It CIP is cloud-based capital improvement planning software for municipalities and other government organizations. It supports project intake, project descriptions and justifications, expenditure amounts, funding sources, and centralized recordkeeping. Its stated audience includes municipal governments, utilities, school districts, libraries, universities, and park districts. Web-based collection forms and project imports give teams a structured way to assemble capital requests for budgeting, prioritization, and decision-maker review.
The product’s planning depth is its clearest strength. Teams can manage multiyear projects, forecast costs, project fund revenue and cash flow, and compare budgets with actuals. Customizable automatic reports extend that information into recurring budget and review workflows, while user-level security controls support department-specific access. This makes Plan-It CIP a fit for organizations that need a shared capital improvement program database rather than a simple project list or standalone spreadsheet.
The published plans show a paid Base Software License for one user-department, with data entry, storage, editing, reporting, a user guide, a project-request template, and initial user training. An Additional User-Department plan adds another department to the annual license, and the stated starting price is 1500. The platform runs on the web and integrates with Microsoft Excel, including Excel-based imports from financial systems. Organizations that need direct ERP or API connectivity, scenario modeling, or approval workflows should compare alternatives; teams seeking structured capital planning, forecasting, and reporting should find the product more aligned.
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Plan-It CIP pricing
All 2 Plan-It CIP plans and prices →
Plan-It CIP fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Project investment models | Yes |
| Asset budgeting | Yes |
| Multi-year planning | Yes |
| Scenario analysis | Not verified |
| Approval workflows | Not verified |
| ERP connectivity | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Microsoft Excel |
| Pricing | Paid (source) |
| Website | cipsoftware.com |
| Facts checked | 20 Sep 2026 |
Plan-It CIP integrations
Plan-It CIP lists 1 integrations on its own site.
- Microsoft Excel
Alternatives to Plan-It CIP
- CapexplanA focused enterprise system for managing capital plans, approvals, assets, and spend.9.4
- IFS Copperleaf Asset Investment PlanningA strong fit for complex, asset-heavy portfolios needing governed, multi-year investment decisions.9.3
- Oxand SimeoA broad capital planning platform with a free portfolio snapshot and paid scenario planning.9.1
See all Plan-It CIP alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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