Capital Planning

Task Tracking Project Tools for Improved Capital Planning

Providing improved process efficiency, comprehensive reporting, and complete access to critical information crucial to capital planning and projects. 

Overview of table with a number of people's hands holding pencils reviewing capital planning documents on paper with graphs covering the table top and a laptop in the background
Close up of graphs and numbers with magnifying glass reviewing capital planning numbers

Capital Planning and Projects get done on time and under budget.

By leveraging simple, but powerful project management tools, capital projects and capital planning can be completed on schedule and even under budget. We provide you with our industry-leading templates and tracking mechanisms to streamline your processes by:

  • Allowing users to define templates and effortlessly create a structured, repeatable approach to managing all projects, regardless of size or budget

  • Manage tasks by department and track to critical milestones

  • Track contracts, change orders, and supplemental requests with user-friendly reports and e-mail reminders; including the ability to create user-defined reports or access an extensive library of existing reports that are fully customizable

  • Manage against approved budgets through PO and invoice roll-ups to help identify areas of expense leakage and resource inefficiency

  • Report on cost avoidance and savings, project team workload, and total turnaround time

  • Manage large portfolios with ease using client-facing mass update tools for projects and task management


  • Capital Projects

  • Task Management

  • PO and Invoice Management

  • Financial Systems Integration

  • Reporting and Impact Analysis

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