Project Management Spreadsheet

Manually tracking project data, customer payments, and contractor expenses can be overwhelming, especially for multiple projects. The DesignVAT Project Management Spreadsheet is designed for small businesses and service providers to centralize and automate project tracking.

  1. Create multiple product databases [Category, Name, Starting Quantity, Selling Price]
  2. Maintain a customer database [Name, Contact, Email, Address]
  3. Track contractor information [Business, Services, Contact Info]
  4. Manage employee records [Name, Job Title, Contact]
  • 1
    Do you manage multiple projects for clients or internal teams?
  • 2
    Do you track project expenses, contractor payments, and revenue manually?
  • 2
    Do you track project expenses, contractor payments, and revenue manually?

What This Spreadsheet Helps You Do


PROJECT
RECORD
MONITOR

✔ Create and manage multiple projects for different customers
✔ Assign contractors and employees to each project
✔ Track customer payments and outstanding balances
✔ Record daily project expenses and categorize them

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Key Features

Customer & Contractor Database

Store essential details for all customers and contractors, including contact info, services, and project history.

Project Tracking

Create projects, assign contractors and employees, track payments, and monitor progress in real-time.

Expense & Cost Management

Record daily project expenditures, categorize spending, and track monthly cost summaries to monitor profitability.

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Automatic Calculations

Calculate total project costs, profits, and outstanding balances automatically, reducing errors and saving time.

Reports & Summaries

Generate Profit & Loss statements, income summaries, expense breakdowns, and top revenue months with one click.

Generate Summaries

- Get Summaries for any Specified Period

- Compare Monthly Spending By Expense Category and create Project Summaries

Highlight Feature: Project Cost Summary

  • 1
    What It Is

    The Project Cost Summary gives you a detailed overview of labour, material, and operational costs for each project.

    Think of it as a project “financial snapshot” that lets you monitor spending and profitability at a glance.

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  • 2
    How It Works

    The spreadsheet automatically tracks all daily customer transactions.

    • ✔ Track daily project expenditures automatically
    • ✔ Categorize expenses by type: Labour, Materials, Overheads
    • ✔ Compare costs across projects to improve budgeting and planning
  • 3
    Why It’s Important

    For service-based business owners, staying on top of project costs is crucial. The Project Cost Summary:

    • ✔ Helps ensure projects stay on budget and avoid financial losses
    • ✔ Reduces manual errors by automatically calculating totals and summaries

DesignVAT Spreadsheet


  • 1.
    No Excel expertise or Accounting Knowledge required.
  • 2.
    Works in Microsoft Excel
  • 3.
    Delivered via email after payment
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