01 Project Financial Tracker XLSX
Record the budget, commitments, payments, forecast final cost and use of contingency.
Bonus working resources
Client Project Control Pack
Eight coordinated templates designed to help a novice or occasional construction client record cost, change, responsibilities, approvals, actions and handover information.
Download the complete pack
The ZIP file contains all eight Word and Excel templates together with a short readme explaining their intended use.
02 Pre-Start Meeting Agenda and Minutes DOCX
A structured readiness review, meeting agenda, decision record and action schedule for use before work begins.
03 Variation and Change Control Log XLSX
Track change requests, estimates, approvals, programme effects, forecasts and close-out status.
04 Actions and Decisions Log XLSX
Keep separate, traceable records of work still to be completed and decisions already made.
05 Project Contacts and Responsibilities Schedule DOCX
Record contacts, plain-English roles, delegated authority, escalation routes and a simple RACI matrix.
06 Client Approval Record DOCX
Provide a controlled record of approvals relating to design, options, scope, cost, programme and risk implications.
07 Handover Document Register XLSX
Track required, received, checked and accepted handover documents and operational information.
08 Brief Pre-Construction Information Template DOCX
A proportionate PCI structure based on HSE CDM guidance, intended to be adapted to the project.