Capital Planning
Use Capital Planning to draft keep, repair, or replace plans from CMMS history, compare budgets, and fund a program a person still approves.
- KeepService and monitorOngoing cost
- RepairRestore capabilityIntervention cost
- ReplaceRenew the assetCapital cost
Before you start
Asset managers, finance teams, engineering managers, planners, and executive sponsors.
- Asset registry with criticality, condition, cost, age, or replacement assumptions.
- Planning period, funding constraints, and scenario objectives.
- Approval owners for scenarios, projects, funding, and reports.
- A reporting need such as SAMP, board review, funding package, or risk plan.
Move through the connected record.
- 01
Create a replacement plan
Start a plan from assets, condition, risk, cost, and planning assumptions.
- 02
Model scenarios and funding
Create scenarios, assign funding sources, compare projections, and test what-if options.
- 03
Optimize and review risk
Use optimizer, risk matrix, lifecycle, and advisor views to compare candidate plans.
- 04
Turn plans into projects
Create projects, milestones, construction tracking, compliance requirements, and reports.
- 05
Prepare SAMP and audit evidence
Use SAMP editor, approvals, history, diff, and reports for review-ready planning evidence.
Open your workspace.
Sign in with your TwinEdge account to access your enabled modules.
Capital Planning
Planning landing page.
Open in appNew Plan
Create a replacement plan.
Open in appScenarios
Scenario library and modeler.
Open in appFunding
Funding sources.
Open in appProjects
Capital projects and milestones.
Open in appOptimize
Optimization runs and acceptance.
Open in appSAMP
Strategic asset management plan workflows.
Open in appReports
Planning reports.
Open in appContinue the workflow.
Build it around your operation.
Request a capital planning workshop when asset data, funding assumptions, and board reporting need alignment.