PlanningDirect™

Online Capital Planning and Funding

Brief PlanningDirect Logo

PlanningDirect is a powerful, online funding and capital plan management tool that simplifies strategic planning for your educational institution’s future capital needs.

PlanningDirect helps justify funding requests by projecting capital needs and tracking the cost of correcting deferred maintenance deficiencies. PlanningDirect simplifies strategic planning and is significantly less expensive than utilizing outside facility assessment services.

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"With PlanningDirect, our principals have access to real-time information and can access their building’s capital planning lists anytime, anywhere. They have become more effective managers, and our district can better prioritize and budget our capital projects."

Terry Taylor
Gresham-Barlow School District No. 10Jt
Gresham, Oregon
12,177 students

Value & Benefits

Value to Your Administration

  • Preserves budgets and reduces the cost of maintaining facilities
  • Reduces risk by ensuring that needed corrections are properly prioritized
  • Provides ability to compare estimated costs against actual expenditures with easy to generate graphs
  • Significantly less expensive than utilizing outside facility assessment services

Value to the Facility team:

  • Helps justify funding and budget requests by tracking the cost of correcting deferred maintenance deficiencies
  • Includes estimate calculator (RSMeans) for projecting the cost of correcting deficiencies and managing estimated versus actual costs
  • Easily generates customizable reports for analyzing capital budgets and expenditures
  • Automatically updates your live capital plan with corrective costs by integrating with your work order process (requires MaintenanceDirect)
  • Provides ability to quickly create reports to summarize deficiency details, facility condition, cost and more

Benefits

  • Provides access to your capital plan data anytime, anywhere from any computer via the web
  • Automatically updates your live capital plan with corrective costs by integrating with your work order process (requires MaintenanceDirect)
  • Significantly less expensive than utilizing outside facility assessment services
Features

Features & Functions

  • Facilitates the creation of long-range capital plans, budget plans and project plans
  • Tracks deferred maintenance backlog, deficiencies, and needed corrections
  • Manages capital projects and expenditures related to deficiencies and corrections
  • Allows current and future funds to be appropriated to deficiency correction plans
  • Allows creation of multiple options for plan line items (including deficiencies) for easily adjusting plans based on available monies
  • Enables evaluation of the cost consequences of not completing a project
  • Includes estimate calculator (RSMeans or create your own) for projecting the cost of correcting deficiencies and managing estimated versus actual costs
  • Associates needed corrections with equipment to enable comparison of maintenance costs versus replacement costs
  • Seamlessly integrates deficiencies and estimated corrections with work orders through integration with MaintenanceDirect
  • Enables preparation and tracking of details for grants, bonds and funds
  • Provides year by year tracking of your capital plan
  • Allows tracking of detailed project information and history
  • Tracks the percentage of work completed and monies spent for each project
  • Records each fund/account balance and associates specific budget plans and corrective projects with funds

Enhanced Capabilities:

  • Includes optional PlanningDirect Global feature for aggregating individual capital plan information into a state level or organization wide view for analysis and reportings
Success

Client Success

For more client success, visit Client Testimonials or Client Video Testimonials.

Gresham-Barlow School District No. 10Jt (Gresham, Oregon)
"With PlanningDirect, our principals have access to real-time information and can access their building’s capital planning lists anytime, anywhere. They have become more effective managers, and our district can better prioritize and budget our capital projects."
-Terry Taylor
Gresham-Barlow School District No. 10Jt; 12,177 students

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Product Screenshots

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Demo

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