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BENEFITS OF DOCUMENT

Offers tight control, monitoring and reporting of project finances for stakeholder updates on budget used and forecast.
Provides multiple charts that can be incorporated into status reports and senior management reports for the project cost status.
Incorporates all the typical project actual and forecast items and saves time from having to construct project finance trackers from scratch.

DOCUMENT DESCRIPTION

A comprehensive editable, table MS Excel spreadsheet for tracking project monthly financials including summary view tab, contracted work, forecasts, actuals, variance, expenses, annual leave, suppliers and pivot tab.

Tab 1: Contains the main finance tracker scrollable by month and includes; resource summary, grade and role on project, expenses incurred, annual leave, sickness, original bid days (from SoW), forecast days, actual days worked, hours, variance, actual internal cost, forecast revenue, actual revenue and revenue variance. The sum total of all the months is also included on the far right of the spreadsheet for all the headings above.

Tab 2: The finance summary tab contains a graphical view by way of charts of all details in Tab 1 above for reporting purposes.

Tab 3: A larger finance dashboard of charts to summarize the project forecasts and costs in various different ways for different reporting requests by stakeholders.

Tab 4/5: Spreadsheet pivots of the information in tab 1.

Tab 6: A comprehensive annual leave / sickness worksheet by resource which is viewable in summary in tab 1 by resource.

Tab7: Any supplier costs.

Tab 8/9/10: Rate card changes across the financial calendar.

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Source: Project Finance Tracker including Forecasts & Actuals Excel document

Project Finance Tracker including Forecasts & Actuals

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This business document is categorized under the function(s):

Corporate Finance Information Technology

It applies to All Industries

File Type: Excel (xlsm)

File Size: 1.5 MB

Related Topic(s): Project Management Project Planning Workbook

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Initial upload date (first version): Jul 3, 2021
Most recent version published: Jul 5, 2021

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