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Plan-It CIP

On the record

Accessibility
Plan-It is designed to produce PDF and digital reports that support WCAG 2.1 Level AA compliance.cipsoftware.com · read 8 Oct 2026
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.cipsoftware.com · read 8 Oct 2026
Backups and availability
The FAQ describes automatic daily backups restorable to any point in the previous seven days, DDoS protection, and automated failover.cipsoftware.com · read 8 Oct 2026
Collaboration
The product supports version-controlled project information, centralized document storage, and role-based access.cipsoftware.com · read 8 Oct 2026
Company history
Plan-It was developed in 1998 and had its first municipal installations in 1999.cipsoftware.com · read 8 Oct 2026
Financial integration
Plan-It can import information from a financial system through an Excel spreadsheet to create Budget vs. Actual reports.cipsoftware.com · read 7 Oct 2026
Financial system import
Plan-It can import information from any financial system via Excel spreadsheets to create Budget vs. Actual reports.cipsoftware.com · read 8 Oct 2026
Forecasting
Users can enter projected 5-year or 10-year fund revenues to generate cash-flow reports.cipsoftware.com · read 7 Oct 2026
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.cipsoftware.com · read 8 Oct 2026
Planning
Features include multi-year forecasting, cash flow analysis, asset replacement planning, scenario planning, and inflation adjustments.cipsoftware.com · read 8 Oct 2026
Public-facing tools
The maker describes add-ons for creating PDF budget books, interactive CIP websites with project maps, and asset replacement plans.cipsoftware.com · read 7 Oct 2026
Purpose
Plan-It helps governments plan infrastructure projects and equipment purchases and produce capital improvement plans.cipsoftware.com · read 8 Oct 2026
Reporting
It offers automated PDF generation, visual dashboards, customizable reports, and multi-format exports.cipsoftware.com · read 8 Oct 2026
Reports
The FAQ says Plan-It has over 140 automatic reports summarizing project information, expenditures, and funding sources.cipsoftware.com · read 8 Oct 2026
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.cipsoftware.com · read 8 Oct 2026
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.cipsoftware.com · read 8 Oct 2026
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.cipsoftware.com · read 8 Oct 2026

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