Build the Schedule and Budget
Templates - Descriptions
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When a project
begins, a budget is made available based on the initial cost estimates for the
project. As the project progresses, the costs need to be tracked and validated
against the budget baseline. The comparison is based on what the project was
expected to spend at any given time versus the spending that the project has
actually incurred in that same timeframe.
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This template
contains the following sections:
Target Spending
Actual Spending
Variance $
Variance Percent
Comments / Action Plan
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This is a template that describes the cost of a project by major WBS element.
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This template
contains the following sections:
WBS Element
Account Number
Labor Hours
Labor
Non-Labor
Total Cost
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This simple form summarizes project costs estimates into categories (labor, non
labor, project management, risk contingency, etc.)
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This template
contains the following sections:
Category
Includes / Description
Cost
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The Cost Management Plan describes the process that
will be used to manage the project budget including tracking current
expenditures, upcoming expenses, identifying potential budget overruns and
evaluating overall project spending against the budget.
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This template
contains the following sections:
Purpose
Cost Baseline
Cost Monitoring and Control
Budget Updates
Cost Reports
Roles and Responsibilities
Frequency
Feedback
Budget Change Review and Approval
Tools
Budget Integration
Project Approvals
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This estimating template provides a common format for making
estimates for typical IT development projects.
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This template
contains the following sections:
Instructions
Define the Work - Schedule
Analysis
Design
Construction
Testing
Implementation
Hardware - Software
Misc
Support
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This estimating template provides a common format for making
estimates for typical IT development projects.
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This template
contains the following sections:
Milestone Event
Status
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The output of
the resource planning process is a description of the types of resources that
are required and the quantities for each resource. This worksheet can be used to
describe the resources, the approximate cost of the resources and how the
resources could be obtained.
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This template
contains the following sections:
Type of Resource
Cost per Unit
Number Needed
Date Needed
Internal / External
Comments
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The Schedule Management Plan describes the process that will be
used to manage the project schedule including tracking activities in progress,
identifying activities to be completed, measuring activity performance against
allocated time, identification of potential project delays, and evaluating
overall project performance.
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This template
contains the following sections:
Purpose
Project Master
Schedule
Schedule
Maintenance
Schedule Updates
and Status Reporting Process
Schedule Change
Review and Approval Process
Roles and
responsibilities
Update frequency
Progress feedback
Tools
Reports
Schedule
integration
Project Approvals
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The staffing
management plan describes when and how human resources will be brought onto and
taken off of the project team.
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This template
contains the following sections:
Overall Staffing
Approach
Human Resource
Needs / Timing
Training Needs
Location
Staff Acquisition
Reassignment
Project Rewards
and Consequences
Project Approvals
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As an added benefit, when you purchase any of our
templates we will send
you our project management Tip-of-the-Week email (you can opt out at any
time) and periodic special announcements.
Product info:
project management
templates,
lifecycle templates,
application support templates,
program management,
project management,
portfolio management,
project office,
PMO,
project lifecycle management,
application
support
