Features

Capital investment planning (PTI/PQI)

Discover how Planivore helps manage and track your Three-Year Capital Investment Program (PTI) or Multi-Year Investment Plan (PQI), fully aligned with your strategic priorities and organizational objectives.

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Why is financial planning essential?

Strategic and budget alignment

The financial planning module helps ensure that major capital investments are directly tied to your long-term strategic vision, aligning project funding with organizational priorities.

Visibility on investments

The module provides a clear, structured view of all planned capital projects, including timelines, expected funding sources, and connections to strategic objectives.

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How does financial planning work in Planivore?

Structured by year and project

Investment projects are organized by year (e.g., Year 1, 2, 3 of the PTI), including estimated amounts, funding sources, expenditure categories, and explanatory notes.

Linked to the strategic plan

Each project can be linked directly to one or more strategic objectives or actions, showing clearly how investments contribute to the organization’s broader goals.

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Ongoing tracking and updates

Track committed and actual amounts, add periodic updates, and generate reports showing both financial progress and physical execution of each project.

Finance team validation and locking

A built-in moderation system allows the finance team to validate and approve investment projects before they become official. Once approved, project sheets can be locked to prevent unauthorized changes.

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Consolidated view

Gain a global or detailed view of all investment projects, helping decision-makers assess priorities, budgets, and alignment in one place.

Eliminate Excel errors

Unlike spreadsheets—where formulas can be deleted and versions can conflict—Planivore offers a secure, centralized structure that reduces risk and preserves data integrity.

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What are the benefits of financial planning in Planivore?

Centralized financial data

All investment projects are managed in one platform, directly linked to the strategic plan and action plans.

Stronger accountability

PTI/PQI data can be integrated into dashboards, reports, and even the public view if desired, supporting transparency with management, elected officials, and the public.

Controlled and reliable follow-up

With validation workflows, update tracking, and historical records, teams can ensure consistent follow-up and governance throughout the project lifecycle.

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