Excel Report Templates to Download

Summary

To obtain a summary of amounts:

• Costs: Materials, Labor, Equipment, Subcontractors, Other budgets

• Time: Hours, Days

• Cost adjustments

• Total costs

• Overhead, Profit

• Total price before taxes, Taxes, Total price including taxes

• Validations if imbalances are present between reports

• Others

Procurement

To compile items for materials, labor, equipment, subcontractors, and other budgets, each with the following information:

• Unit conversions (e.g., sq ft to 4×8 sheets)

• Adjustments as a percentage for waste or difficulty

• Quantity rounding

• Deadline calculated by the Gantt report to plan procurement based on the associated Gantt phase

For the different procurement reports to be printed as PDFs or imported into your accounting system:

• Request for Quote (RFQ)

• Purchase Order

• Work Order

Customer quote

• To automatically detail and customize the presentation of your bids for one or more potential clients.

• To display or distribute overhead, administration, and profit within pricing, depending on the contract structure.

Internal Budget

• To customize the presentation of all estimated costs in your project.
  To search, filter, total, and present only the estimated items that matter to you.

Gantt

To simplify planning and calculating procurement dates for the items required at each phase of the work.

Accounting Budget

To compile a budget to be imported into your accounting system.