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Budget Tracking Template
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What this template does
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A single-tab Gantt with budget tracking: task bars on a monthly timeline, plus planned vs. actual spend, earned value, and cost variance.
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Bar colour reflects task status — Done, On track, At risk, Over budget, Not started — calculated automatically from dates, % complete, and cost variance.
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The cash-flow section spreads each task's planned cost evenly across its calendar days and rolls it up into a month-by-month planned vs. actual view.
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How to use it
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1. Set the timeline start date (cell C3) — the quarter/month headers shift automatically.
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2. Add one row per task: Owner, Start, End, % complete, Planned cost, and Actual cost (as invoices land).
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3. Earned value, cost variance, CPI, and forecast at completion all calculate on their own — nothing else to configure.
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4. Fill in “Actual spend” for each month as it closes; planned vs. actual cumulative spend and variance update automatically.
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5. A CPI below 1.00 means the project is running over budget — the forecast at completion extrapolates that trend.
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→ Try Planyway free
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