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Webinar

Capital planning product release sneak peek

Duration: 16 minutes

Details

Your capital plan shouldn't live in a dozen disconnected spreadsheets. See your whole portfolio the way it actually performs - not the way it was last exported. Join us for an exclusive first look at Capital Planning and Funding Sources, our next set of Owner-centric capabilities aimed to replace static solutions with a live, multi-year capital plan connected directly to actual project performance.

In this live demo, discover how Owners and Public Agencies can track and manage every capital dollar from initial concept through execution on a connected platform. Learn how leveraging historical cost data together with active and conceptual project details empowers smarter, data-driven decisions. 

What you'll walk away with:

  • One live plan, total pipeline visibility:  See every active and concept project side-by-side in a single real-time capital planning table, so nothing falls through the cracks as priorities shift.

  • Forecasting that keeps up with reality: Use built-in curves to project monthly, quarterly, or yearly spend across your portfolio, and expand forecasts beyond 5 years.

  • Every dollar is traceable: Understand how your funding is allocated and track draw down against capital sources, helping ensure project timelines stay aligned with resource liquidity.

  • Bring governance into your capital plan: Learn how to create a defensible, board-ready record of every budget change and plan snapshot. Plus: Raise your hand for a 1:1 demo to learn even more about how integrated Fund Management and Capital Planning could work for your organization. You don’t need another spreadsheet, you need a live capital plan connected to real-time data. Start planning with confidence.