Resources / User Guide / Planning and Reporting

Capital Planning

Use Capital Planning for replacement plans, scenarios, funding, projects, risk, optimization, SAMP workflows, reports, and audit history.

Asset managers, finance teams, engineering managers, planners, and executive sponsors.

Before you start

What to have ready

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.

Usage workflow

Start a plan from assets, condition, risk, cost, and planning assumptions.

Create scenarios, assign funding sources, compare projections, and test what-if options.

Use optimizer, risk matrix, lifecycle, and advisor views to compare candidate plans.

Create projects, milestones, construction tracking, compliance requirements, and reports.

Use SAMP editor, approvals, history, diff, and reports for review-ready planning evidence.

Product areas

Planning landing page.

Create a replacement plan.

Scenario library and modeler.

Funding sources.

Capital projects and milestones.

Optimization runs and acceptance.

Strategic asset management plan workflows.

Planning reports.

App links require an approved TwinEdge account and the right module access.

Need help?

Request a capital planning workshop when asset data, funding assumptions, and board reporting need alignment.