Capture & score requests
Every capital request lands in one intake pipeline, scored and ranked automatically.
- Project request pipelines
- Automated scoring & prioritization
- Bulk imports
- Portfolio visibility
Capital Planning
Capital Planning Software. Plan, prioritize and forecast in one place.
Score incoming requests automatically, model funding scenarios side by side, and forecast portfolio spend against live project financials. Capital decisions rest on current data, not last quarter's spreadsheet.
- Automated scoring and prioritization
- Forecasts connected to live project financials
REQ-142 · Facilities · Est. $2.4M
Roof replacement, Building C
AI-scored request
ApprovedAI agent · auto-scoredScores 86 on safety and asset condition. Fits Scenario B.
Priority score · rank #7 → #286 / 100Safety and asset condition
FY27 plan · Scenario B$51.0MOf a $52.0M funding cap · headroom $1.0M
Spend forecast · FY27LiveActuals syncing from Project Financials
RequestedScoredPlannedLive spend
Why Teams Switch
Still planning capital in spreadsheets?
| Capability | Spreadsheets | INGENIOUS.BUILD |
|---|---|---|
| Request intake | Emails, forms and one-off files | One pipeline, scored automatically |
| Prioritization | Ranked by hand, rebuilt each cycle | Automated scoring, ranked across the portfolio |
| Scenarios | A file copy per scenario | Side-by-side scenarios against the funding cap |
| Forecast | Last quarter's export | Live project financials, monthly and quarterly |
| Audit trail | Who changed which cell? | Every score, change and approval on record |
How It Works
From request to funded plan to live forecast.
Each stage feeds the next on one data layer, so the plan you approve is the plan you track.
Model funding scenarios
Compare budget strategies side by side and see what fits the funding cap.
- Multi-scenario capital plans
- Budget modeling
- Cost curves
- Manual scenario adjustments
Forecast portfolio spend
Planning assumptions meet live project financials, month by month.
- Monthly & quarterly forecasting
- Forecast vs actual tracking
- Active project financial integration
- Real-time spend visibility
The INGENIOUS Difference
Your capital plan, connected to live spend.
The plan you approve stays tied to each project's budgets, commitments, invoices and actual costs, so the forecast updates as work happens.
- Forecast vs actual – Actuals flow in from Project Financials, with no exports to reconcile.
- Every decision on record – Scores, scenario changes and approvals stay in one decision trail.
- AI on live portfolio data – AI agents work across requests, scenarios and spend through native MCP.
New project requestREQ-142
Roof replacement, Building C. Membrane at end of life.
Added to Scenario BAdded to Scenario B
Scores 86 on safety and condition. Fits Scenario B.Scores 86. Fits Scenario B.
Request pipeline: awaiting score
REQ-142 · auto-scoredRank #7 → #2
86
FY27 plan · Scenario BApproved
$51.0M
Headroom $1.0M · REQ-142 funded
Spend forecast · FY27Live
Actuals syncing from live project financials
Decision trail · from request to live spend
RequestedFacilities · Building C
Scored86 / 100 · rank #2
PlannedScenario B · within cap
Live spendForecast vs actual
Who It's For
Built for teams managing capital portfolios.
Owners, developers, PMOs, capital planning teams and enterprise organizations managing multiple capital projects and programs.
- SOC 2 compliant
- ISO 27001 certified
- Role-based access
Questions?
Capital Planning FAQs
Straight answers about capital requests, funding scenarios and portfolio forecasting in INGENIOUS.BUILD.
What is capital planning software?
Capital planning software helps organizations evaluate, prioritize, budget and forecast capital projects across a portfolio. It centralizes project requests, funding scenarios, forecasting and financial visibility in one system.
How does INGENIOUS.BUILD support capital planning?
INGENIOUS.BUILD helps teams manage capital requests, compare funding scenarios, forecast portfolio spend, and connect planning decisions directly to live project financials.
How are capital requests scored and prioritized?
Requests are scored automatically on criteria such as safety and asset condition, then ranked across the pipeline so the highest-priority projects rise to the top. Teams can still adjust scenarios manually.
Can INGENIOUS.BUILD forecast capital project spend?
Yes. INGENIOUS.BUILD supports monthly and quarterly cash flow forecasting across capital projects and portfolios, using connected financial data and project forecasts.
Does INGENIOUS.BUILD support funding scenario planning?
Yes. Teams create and compare multiple capital planning scenarios to evaluate different funding strategies, project priorities and portfolio impacts.
Can INGENIOUS.BUILD connect capital planning with project financials?
Yes. INGENIOUS.BUILD connects capital planning workflows with project budgets, forecasts, commitments, invoices and actual costs to improve portfolio visibility and forecast accuracy.
Can it replace our capital planning spreadsheets?
Yes. Requests, scores, scenarios and forecasts live in one platform connected to live project financials, so teams stop rebuilding the plan in spreadsheets each cycle.
How does AI help with capital planning?
AI agents work on live portfolio data through native MCP, scoring incoming requests and checking them against your scenarios, so capital decisions rest on current data.
Who uses INGENIOUS.BUILD Capital Planning?
Owners, developers, PMOs, capital planning teams and enterprise organizations managing multiple capital projects and programs.
Is Capital Planning included with the Pro platform?
No. Capital Planning is offered separately as an advanced module for customers on the INGENIOUS.BUILD Pro platform. Pricing is transparent and per-user, billed annually, with unlimited projects and free external collaborators.
Is INGENIOUS.BUILD secure enough for enterprise portfolios?
Yes. INGENIOUS.BUILD is SOC 2 compliant and ISO 27001 certified, with role-based access so each stakeholder sees only what they should.