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Project Budget Management Template
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Estimate · Baseline · Track · Control
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What this template does
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One workbook for the whole cost cycle: estimate the work, build the cost baseline, add reserves, log what you actually spend, and see where you're heading.
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Every line on Budget has a phase, a cost category, a cost type (direct or indirect) and dates. Estimates roll up into the cost baseline on their own.
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Contingency (known risks) and management reserve (unknown risks) are added with rates you set once in Settings, so the baseline and the total project budget sit side by side.
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Log each payment on Expenses against a budget line and actual cost updates everywhere.
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The EVM sheet gives you planned value, earned value, CPI, SPI and a forecast for every line, based on the status date and % complete.
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Not sure about a number? The 3-Point Estimator turns best, likely and worst case into one weighted figure.
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How to use it→ Try Planyway free
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1. Open Settings. Fill in the project name, currency, start date, status date and reserve rates. Rename the categories and phases if you need to.
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2. On Budget, add one row per cost item. Pick a phase, category and cost type, then enter unit cost, quantity and dates. Estimate = unit cost × quantity.
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3. Log every invoice, timesheet or payment on Expenses, with its Budget ID (the number in column A on Budget).
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4. Each reporting period, update % complete on Budget and the status date in Settings.
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5. Read Summary for the big picture, Cost Baseline for the month-by-month plan, and EVM to see which lines are running over.
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6. Clear the example rows (cream cells) and start with your own.
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What's in each sheet
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Summary — dashboard: totals, spend by category and phase, cumulative spend chart
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Settings — project details, reserves, categories, phases
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Budget — the cost estimate and cost baseline, one row per item
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Expenses — log of actual costs
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Cost Baseline — the plan spread across months
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EVM — earned value, CPI, SPI and forecast
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3-Point Estimator — PERT estimates and estimate accuracy ranges
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Planyway — track costs and billable time right in Jira
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Cream cells are for you to edit. White cells are formulas, so leave them alone.
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