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Facility Capital Planning Software

Turn asset intelligence into confident strategies with a capital planning software

Get full visibility into asset conditions, budgets, and project pipelines. Facilio gives you one platform to forecast CAPEX, control spend, and prove ROI on every capital decision.

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Why legacy CMMS tools fall short of capital planning goals

Here’s where traditional maintenance systems hold you back
Disjointed systems create data blind spots

Legacy CMMS platforms focus only on maintenance logs, leaving asset condition and cost data trapped in silos, making it hard to plan ahead.

No connection between OPEX and CAPEX

Without linking operational and capital spend, it’s impossible to see how maintenance decisions impact long-term investment needs.

Spreadsheets fill the gaps and break easily

Teams still rely on manual planning outside the CMMS, leading to version chaos, missed updates, and unreliable forecasts.

No audit-ready visibility

Legacy systems lack approval trails and cost histories, making compliance reviews time-consuming and error-prone.

Facilio gives you a one connected platform for strategic capital planning

Centralized capital planning control

Plan, prioritize, and track capital projects in one place

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Real-time visibility – See all ongoing and upcoming capital projects, budgets, and milestones across your portfolio in one unified dashboard.

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Dynamic prioritization – Rank projects based on asset condition, risk, and available funding.

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Data-backed planning – Turn maintenance insights and cost data into objective investment decisions.

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Unified financial intelligence

Bridge the gap between OPEX and CAPEX

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Integrated cost tracking – Automatically roll up operational and capital costs at the asset and project level.

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Forecast with precision – Model long-term spend scenarios using real-time asset and budget data.

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Replace vs. repair – Compare ROI for upgrades or replacements instantly with built-in depreciation analysis.

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Streamlined governance and compliance

Automate approvals and capital workflows

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DOA-based approvals – Configure workflows for funding requests, budget revisions, and change orders.

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Audit-ready records – Every decision, approval, and cost adjustment is time-stamped and traceable.

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Notifications and alerts – Keep finance, operations, and project teams aligned with automated reminders.

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Lifecycle-based capital forecasting

Connect asset condition to capital strategy

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Condition scoring – Assess assets by age, performance, and criticality to forecast renewal needs.

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Preventive to predictive – Use maintenance data to identify which assets need capital replacement.

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Multi-year planning – Create rolling forecasts that adapt to real-time conditions and cost updates.

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Connected, real-time collaboration

Collaborate across teams and portfolios

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Cross-functional visibility – Bring finance, facility, and vendor teams together in one platform.

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Document management – Centralize contracts, cost sheets, and project documentation.

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Portfolio-wide analytics – Compare budgets, risks, and spending across properties or regions.

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Smarter capital planning for every industry

Ensure critical equipment and infrastructure stay compliant, safe, and budget-ready.
  • Prioritize replacements with confidence
    Use asset condition data to plan upgrades for medical and lab equipment before failure.
  • Avoid budget overruns
    Forecast annual and multi-year CAPEX needs for hospitals and clinics using real-time spend data.
  • Meet compliance goals
    Keep documentation and audit trails ready for healthcare regulations and accreditation.
Healthcare
Education
Real Estate
Retail
Public sector

Success stories from portfolios powered by Facilio

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“Facilio was our choice after evaluating multiple solutions because it was tailor-made to our requirements. They have been quick and prompt to support our team and are great with their after sales service which lacks in other solutions.”

Nuh Gulaid,
Executive Chairman, CIT
300+
Sites managed
2x
Reduced manual effort
72%
Efficient compliance monitoring
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Company size

Enterprises

Industry

Facility services

Read Case Study
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Ready-to-deploy O&M efficiencies served with modularity

There is no one-size-fits-all solution when it comes to deploying a CMMS.

Pick and choose the modules you need to realise the true value of your properties.

Discover how Facilio simplifies forecasting and project planning.

Book a demo

Frequently Asked Questions

What does Facilio’s capital planning software do?
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It helps you forecast, prioritize, and track capital investments using real-time asset and cost data.
How is it different from regular project tools?
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Facilio links asset condition, budgets, and maintenance data, giving you a complete view beyond basic project tracking.
Can it integrate with my ERP or finance systems?
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Yes. Facilio connects seamlessly with leading tools like Yardi, Oracle, and Workday for smooth data synchronization across departments.
Does it support approval workflows?
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Yes. You can automate DOA-based approvals and maintain a complete audit trail for every funding request and change order.
Can I plan based on asset condition or lifecycle?
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Absolutely. Facilio uses asset age, performance, and cost data to forecast replacements or repairs with precision.
Who is this platform best for?
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Facilio is ideal for facilities, operations, and finance teams managing large portfolios or multi-site assets.