Module 15

InvestmentPlanning

Capital and renovation project tracking — manage investment programs as structured projects linked to budget lines, with full traceability from approval through execution to resulting work orders.

Background

Capital projects, not just maintenance tickets

InvestmentPlanning is the capital-project module of ArchiPM-Nexus — built for portfolio owners who run renovation, retrofit, and investment programs that are fundamentally different from day-to-day maintenance. Where ProactiMax handles recurring maintenance work orders, InvestmentPlanning manages the other side: multi-year capital programs, renovation projects, and investment initiatives that have their own budget lines, approval chains, and delivery timelines. Each capital project links to its budget line in FinanceFlow, breaks down into phases and tasks, and generates work orders that flow into ProactiMax for execution — so the money spent and the work done are traceable to the same project, in real time.

Main Features

What InvestmentPlanning does today

Capital project registry — renovation, retrofit, and investment programs as structured records

Budget-line linkage — every project tied to its FinanceFlow cost center and budget line

Program and portfolio roll-up — group projects into investment programs with aggregate visibility

Phase and milestone tracking — from approval through procurement to completion

Work-order generation — capital project tasks create ProactiMax work orders for execution

Approval workflow — multi-stage approval chain with budget-impact visibility

Cost variance tracking — planned vs. actual spend per project and per program

Document management — contracts, permits, drawings, and approvals attached to the project

ROI and payback tracking — investment justification linked to actual outcomes

The Problem

Capital projects and maintenance live in different worlds — and neither knows what the other is doing.

Capital projects are tracked in spreadsheets while maintenance is in the CMMS — the two never reconcile.

Budget lines are planned in finance but spent in operations — nobody knows the real-time variance.

Renovation work orders disappear into the maintenance queue, losing their capital-project context.

Approval chains are ad hoc and email-based — nobody knows who approved what or when.

Investment ROI is calculated once at business-case stage and never revisited with actuals.

Program-level roll-up is impossible — each project is an island.

Available Now

Already working — with the right setup

Capital Project Registry

Renovation and investment projects as structured records, linked to assets and budget lines. Live once configured.

Budget-Line Linkage

Every capital project connected to its FinanceFlow cost center — spend flows to the right budget in real time.

Work-Order Generation

Capital project tasks create ProactiMax work orders — execution teams see the project context, not just a task.

Coming Soon

Planned capabilities

AI Investment Prioritization

Soon

Rank capital projects by predicted ROI, risk, and strategic alignment — decide what to fund first, not just what to fund.

Scenario Planning

Soon

Model multiple investment scenarios — compare budget allocations, timelines, and expected outcomes before committing.

Real-Time Budget Variance

Soon

Live planned-vs-actual dashboards at project, program, and portfolio level — no month-end surprise.

Vendor & Procurement Integration

Soon

Link capital projects to vendor contracts and procurement workflows — from tender to delivery.

Post-Occupancy ROI Validation

Soon

Compare business-case projections with actual operational outcomes — close the investment loop.

Live Preview