Budget Tracking

On average, large IT projects run 45 percent over budget and 7 percent over time, while delivering 56 percent less value than predicted. Having a budget tracking is therefore crucial to support you as project manager in monitoring your spendings, the remaining budget and the upcoming costs.

Using a budget template can help make the process a little less intimidating. This tool allows to track your budget at different spending levels (categories and sub-categories). The visualisation is supported with graphs that immediately highlight under-spendings and over-spendings.

The tool can be further improved and adjusted to your specific needs. The macros are easy to understand and can be further developed as they are not password protected.

Main Features

  • Budget tracking :
    • actual versus plan
    • sub-total and grouping by 2 category levels
  • Visualisation:
    • Drop down list to select the visualisation level (categories or sub-categories)
    • Drop down list to define the graph criteria (under-spending, over-spending, not started, etc)
    • 3 graphs

Screenshots

Download link

To download this tool, click on the following link :

License

  • This tool is free
  • It can be modified by the user
  • Cannot be redistributed or sold

Compatibility

  • PC Excel 2016 : OK
  • PC Excel 2013 : OK
  • PC Excel 2010 : OK
  • PC Excel 2007 : OK
  • MAC – Excel 2016 : OK
  • MAC – Excel 2011 : not tested

Additional details

  • Language(s): English
  • Revision 2
  • 3058 Downloads

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