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Essential Microsoft Project: The 20% You Need to Know
  • Concise, focused guide that cuts through the clutter
  • Step-by-step instructions for creating a project plan in under a day
  • Master essential skills like work breakdowns and task sequencing
  • Real-world troubleshooting for 20 common scheduling challenges
  • Rapidly get up to speed if you're new to Microsoft Project
  • Includes glossary, support resources, and sample plans
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Simple Project Budgeting Worksheet | Excel Template FREE

by | reviewed 06/02/2022
FREE download. This is a Simple Project Budgeting Template in Excel and PDF. Track materials, labor, tools, and actual and estimated costs.

The template is fully editable with Excel and can be converted or changed to suit your project requirements. The contents of the template are shown below with hints and tips on how to use it.
Simple Project Budgeting excel template

The contents of the Project Budgeting Template in Excel

 
Document information
Enter the:
  • Project name
  • Project manager
  • Last updated
  • Updated by
 
Task Number
Enter the reference number of unique ID of the Task, Activity or Deliverable.
 
Responsible Person or Vendor
Provide the name of the person or supplier who is delivering the task/activity.
 
Dates
Enter the start and end date for the task (e.g. the dates when costs will be accrued).
 
Estimated Costs
Here you can enter the estimated costs for each task broken down by:
  • Equipment
  • Materials
  • Labor
The Total column will automatically calculate the sum of the estimated costs.
 
Actual Costs
To track whether you are under or over-budget. Enter the total actual costs in the Actual column.
 
Customising the template
There are lots of hints and tips for tailoring the template to fit your needs. Including how to add cost types, new columns and rows and how to change the currency symbol.
 

Download Project Budgeting template

Excel download - SIMPLE PROJECT BUDGETING TEMPLATE (excel)

PDF download - SIMPLE PROJECT BUDGETING TEMPLATE (PDF)

Get a Activity Cost Estimate Template - This PMBOK template includes labor, physical and reserve costs

Get a Duration Estimation Template - for developing Parametric, Analogous and Three-point estimates

Marketing Budget Template - this is a super simple template for creating a marketing budget. It works well with our Marketing Plan template, but you can also use it on its own.

Project Templates to download