How does Equiply manage multi-year capital budgets?

Equiply provides year-by-year capital views to manage open, in-progress, and closed budget years in one place without separate files. Every budget line connects back to its originating request or project with full clinical and financial justification.

Can budget items be moved between years?

Yes, you can fund items now, mark them as contingent, or move them to future years with complete traceability. Leadership can confidently rephase projects over a three-year horizon with full justification and history preserved.

What visibility does Equiply provide for finance and committees?

Equiply allows you to filter by facility, service line, device type, or project to see allocations, gaps, and tradeoffs. You can export full budgets or targeted slices by year, facility, or category for board packets and audit needs.

Budgets Module

Multi-year budget control without spreadsheet chaos.

Case Study

150 Million Dollar Multi-Year Capital Program

How one health system built a defensible, multi-year capital plan in a single governed workspace.

Before Equiply

Budgets managed in separate Excel files per facility. No clear view of funded items, unfunded items, or contingent items. Moving a request to a future year breaking links and requiring manual file rebuilding

After Equiply

One live view of all requests by year, status, facility, and category. Clear separation of Approved, If Possible, and Deferred or Relocated. Leadership confidently rephasing projects over a three-year horizon with full justification and history preserved

Capital Budgets Features

Equiply centralizes multi-year planning so committees can allocate and adjust resources with confidence.

Year-by-Year Capital Views

Manage open, in-progress, and closed budget years in one place without separate files.

Approve, If Possible, Relocate

Fund items now, mark them as contingent, or move them to future years with complete traceability.

Group by Device Type and Projects

See how similar items and capital projects span departments to support standardization and bulk-buy strategies.

Live Link to Requests and Projects

Every budget line connects back to its originating request or project with full clinical and financial justification.

Visibility for Finance and Committees

Filter by facility, service line, device type, or project to see allocations, gaps, and tradeoffs.

Board-Ready Exports

Export full budgets or targeted slices by year, facility, or category for board packets and audit needs.