Our branding has been updated and we now have a new web based version of Plan-it! We do still sell and support the traditional Microsoft Access Application. Please reach out if you have any questions!

About Customers Product Contact FAQs Login Customer Stories

Schedule Demo

Frequently Asked Questions

When first looking at Plan-It, there are several typical questions that people ask about the purchase and use of the app. Here are a few of the most common questions.
‍

Is the Access application still supported?

‍Yes, our Access application is still supported. If you have questions or need support related the Access app, please reach out us. Our new web based CIP app supports all of the same features and functionality of our Access product. All of your data can be automatically migrated to the web based app.

What can Plan-It do for me?

‍Plan-It, the leader in CIP software, provides an easy way to plan for future infrastructure projects and equipment purchases. It will save you time in the budgeting process, produce an outstanding Capital Improvement Plan and help you make better decisions about how you are spending your resources in coming years. It collects information such as project description and justification, expenditure amounts and funding sources. There are over 140 automatic reports that summarize the data in many useful ways.

How many municipalities use Plan-It?

Since 1999, when the first user was installed, the Plan-It community has grown significantly. There is a constantly growing number of cities and counties in the US now using Plan-It.

Why is it better than what I am using now? (e.g., spreadsheets)

Spreadsheets are difficult to manage year to year. Much time is spent adding/deleting columns, tying worksheets together and making sure formulas work.

Plan-It makes data entry simple – just fill in the blanks.It is easy to have people in many departments sharing the data entry responsibility

Graphics, such as pictures or maps, can easily be added to reports to make a better final document

Automatically-generated reports produce a superior final document for decision-maker reviewWith a substantially large and growing number of customers, you benefit from upgrade ideas submitted by other users and considered for new versionsLinks to key project documents can be made.

Is there technical support?

Technical support is, for the most part, available at no cost. If you have a quick question, want to talk over the best way to structure your data or if you have technical issues, you can call for support at any time. If your issue requires programming support, there may be a charge to cover that cost. Nearly all questions are answered at no cost to users.

Can Plan-It interface with my financial system?

Yes. Through the use of an Excel spreadsheet, Plan-It can import information from whatever financial system you use to create “Budget vs. Actual” reports.

What kind of system security is there?

End-to-end security
Your Plan-It database runs in a private network. Data is also encrypted in transit and at rest.

Free daily backups
Your data is critical. That's why we ensure it's backed up automatically every day. Restore data to any point within the previous seven days.

DDoS Protection
Your cloud resources are defended from network-layer DDoS attacks with free always-on protection and automated mitigation to help ensure that Plan-It! run without disruption.

Automated failover
In the event of a failure, your database will automatically switch data handling to a standby node to minimize downtime.
‍
User level security
Plan-It has optional user-level security where rights to key areas or functions can be granted on an individual or group basis.

Can I do fund forecasting?

Yes. By entering projected 5-year or 10-year revenues for your funds, reports can be generated that show cash flows through your funds.

How can I learn more about Plan-It?

Upon request, you can receive an email with example reports, detailed license information and user references (with links to city websites so you can take a look at what finished Plan-It CIPs look like).

Can I get a demo?

Yes, schedule a demo here.

How do I get going using Plan-It?

After letting us know you would like a license, we provide an email with the files you need and can help you get installed. Additional training can be given at the time of installation to make sure you or other users are comfortable using Plan-It.

Want to see our most used reports? Reach out and we will send them to you!

Our users save an impressive 70% (or more!) of their time on CIP reporting development. Curious to witness the magic?

Schedule Demo

Frequently Asked Questions

Want to see our most used reports? Reach out and we will send them to you!

PlanIt!