Your Organization

Project Budget Planner Name here

Project Budget Planner

GENERAL PROJECT INFORMATION

Project Name:

Project Manager:

Instructions:
Follow the steps below to develop a baseline Project Budget. These worksheets are highly automated. Fill in worksheets sequentially from left
to right, starting with this worksheet, to make best use of data automation features.
1. Enter general project information on the Instructions & Project Info tab
2. In the Labor Hrs Year tab, enter the years in which the project will be implemented plus 5 years for maintenance and operations. Then
enter each role that will be needed in the project in the Labor and Contractor tables. Then enter the hours per year that each role will be
needed in each year.
3. In the Labor Hrs Cost tab, enter the hourly rate for each project role. Project costs are calculated automatically.
4. In the Non-Labor Costs Year tab, enter each item that will be purchased during the project in the appropriate category. Indicate number
of items required and unit cost; total cost per item is calculated automatically. Enter years in which costs will be incurred, e.g. 2 items may
be purchased but in different years. Total costs per item and per year are calcuated for you.
5. In the Maint & Ops Year tab, list all maintenance and operations items and then indicate their costs in the years in which they will be
incurred.

6. The Cost Summary Year worksheet automatically summarizes labor and non-labor budget details from other "Year" worksheets.

7. Enter the hours per phase for each project role in the Labor Hrs Phase worksheet. All other information is transferred automatically from
prior worksheets.
8. The entire Labor Cost Phase worksheet is calculated automatically.
9. Enter the phase is which non-labor costs will be incurred in the Non Labor Costs Phase worksheet. All other information is transferred
automatically from prior worksheets.

10. The Cost Summary Phaseworksheet automatically summarizes labor and non-labor budget details from other "Year" worksheets.

11. Use the Cost Responsibility worksheet to indicate the source of funding for each broad category of project expense. Enter Fund
Centers and percent of cost covered by each Fund Center. All other information is calculated automatically.
12. Cost Curve worksheets have their own instructions.

Template: Project Budget Planner [Rel. 1.0 1/8/2006] Page 1 of 25 Print Date: 02/21/2023
 Your Organization
Project Budget Planner Name here

You must have "Tools/Options/View/Comment Indicator Only" checked in order to see on-line help.

Template: Project Budget Planner [Rel. 1.0 1/8/2006] Page 2 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Hours Name here

Part 1. Employees

HOURS BY YEAR

LABOR RESOURCES TOTAL

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
(List by project role) HOURS
1. Employee Role No. 1 0 0 0 0 0 0 0 0 0
2. Employee Role No. 2 0 0 0 0 0 0 0 0 0
3. Employee Role No. 3 0 0 0 0 0 0 0 0 0
4. Employee Role No. 4 0 0 0 0 0 0 0 0 0
5. Employee Role No. 5 0 0 0 0 0 0 0 0 0
6. Employee Role No. 6 0 0 0 0 0 0 0 0 0
7. Employee Role No. 7 0 0 0 0 0 0 0 0 0
8. Employee Role No. 8 0 0 0 0 0 0 0 0 0
9. Employee Role No. 9 0 0 0 0 0 0 0 0 0
10. Employee Role No. 10 0 0 0 0 0 0 0 0 0
11. Employee Role No. 11 0 0 0 0 0 0 0 0 0
12. Employee Role No. 12 0 0 0 0 0 0 0 0 0

Total Labor Hours 0 0 0 0 0 0 0 0 0

Do not delete or change this cell 0.0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 3 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Hours Name here

Instructions - Part 2:
Use the worksheet below to estimate the number of Hours per Year for each CONTRACT project role that will charge time to the project.
Distribute hours for each role by Year of project.

Part 2. Contractors

HOURS BY YEAR

LABOR RESOURCES TOTAL

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
(List by project role) HOURS
1. Contract Role 1 0 0 0 0 0 0 0 0 0
2. Contract Role 2 0 0 0 0 0 0 0 0 0
3. Contract Role 3 0 0 0 0 0 0 0 0 0
4. Contract Role 4 0 0 0 0 0 0 0 0 0
5. Contract Role 5 0 0 0 0 0 0 0 0 0
6. Contract Role 6 0 0 0 0 0 0 0 0 0
7. Contract Role 7 0 0 0 0 0 0 0 0 0
8. Contract Role 8 0 0 0 0 0 0 0 0 0
9. Contract Role 9 0 0 0 0 0 0 0 0 0
10. Contract Role 10 0 0 0 0 0 0 0 0 0
11. Contract Role 11 0 0 0 0 0 0 0 0 0
12. Contract Role 12 0 0 0 0 0 0 0 0 0
Total Contract Labor 0 0 0 0 0 0 0 0 0

Do not delete or change this cell 0

Total Hours per Year 0 0 0 0 0 0 0 0 0.0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 4 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Costs Name here

Part 1. Employee Labor

EMPLOYEE LABOR COST BY YEAR

LABOR RESOURCES HOURLY TOTAL

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
(List by project role) RATE COST

1. Employee Role No. 1 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
2. Employee Role No. 2 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
3. Employee Role No. 3 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
4. Employee Role No. 4 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
5. Employee Role No. 5 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
6. Employee Role No. 6 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
7. Employee Role No. 7 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
8. Employee Role No. 8 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
9. Employee Role No. 9 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
10. Employee Role No. 10 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
11. Employee Role No. 11 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
12. Employee Role No. 12 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Total Employee Labor Costs ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Do not delete or change this cell 0.0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 5 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Costs Name here

Instructions - Part 2:
Enter the Hourly Rate for each CONTRACT resource that will be used on the project. Labor Resources and Hours by Year will be
transferred from the Labor Hours worksheet. Yearly Costs and Total Costs will be calculated automatically.

Part 2. Contractor Labor

CONTRACTOR LABOR COST BY YEAR

LABOR RESOURCES HOURLY TOTAL

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
(List by project role) RATE HOURS
1. Contract Role 1 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
2. Contract Role 2 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
3. Contract Role 3 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
4. Contract Role 4 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
5. Contract Role 5 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
6. Contract Role 6 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
7. Contract Role 7 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
8. Contract Role 8 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
9. Contract Role 9 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
10. Contract Role 10 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
11. Contract Role 11 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
12. Contract Role 12 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Total Contractor Labor Costs ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Do not delete or change this cell 0.0

Total Project Labor Cost ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 6 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Non-Labor Costs Name here

PROJECT COST BY YEAR

Unit Item SubTotal

NON-LABOR COST CATEGORY Quantity Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Cost 1
A. Hardware (List new servers, storage devices, PC's, printers, peripherals, networking
equipment)
1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
A. Subtotal, Hardware ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

B. Software/Middleware (List new application tools & licenses required for development and
implementation)
1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
B. Subtotal, Software/Middleware ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 7 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Non-Labor Costs Name here

PROJECT COST BY YEAR

Unit Item SubTotal

NON-LABOR COST CATEGORY Quantity Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Cost 1
C. Enterprise and Hosting Costs (List any applicable costs for CPU or transaction usage,
application hosting, enterprise system maintenance and support, etc.)
1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
C. Subtotal, Enterprise / Hosting Costs ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

D. Travel (List estimated cost for Employee or Contractor travel, including airfare, ground
transportation, lodging, conference fees, etc.)
1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
D. Subtotal, Travel ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 8 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Non-Labor Costs Name here

PROJECT COST BY YEAR

Unit Item SubTotal

NON-LABOR COST CATEGORY Quantity Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Cost 1

E. Facilities (List leases, utilities, telecommunications and other related facility expenses)

1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
E. Subtotal, Facilities ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

F. Miscellaneous Implementation Cost (List printing and copying, office supplies, training
expenses and other miscellaneous costs not categorized elsewhere)
1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
F. Subtotal, Miscellaneous ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8

Total, All Non-Labor Expenses ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Do not delete or change this cell

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 9 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Maintenance and Operations Name here

PROJECT COST BY YEAR

Unit Item SubTotal

Maintenance & Operations Cost Category Quantity Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Cost 1

A. Maintenance

1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
A. Subtotal Maintenance ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

B. Operations

1. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
2. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
3. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
4. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
5. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
6. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
7. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
8. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
9. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
10. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
11. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
12. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
13. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
14. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
15. 0 $ - $0.00 $ - $ - $ - $ - $ - $ - $ - $ -
B. Subtotal Operations ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8

Maintenance & Operations over 5 Years ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 10 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Name here

Project Annual Budget Summary

Instructions:
DO NOT ENTER DATA INTO THIS TABLE.
These data summarize the preceding worksheets.

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 TOTALS

LABOR HOURS
Employee 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Contractor 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Labor Hour Totals 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0

LABOR COSTS
Employee $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Contractor $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Labor Cost Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Non-Labor Cost Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Maint & Operations

Maintenance $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Operations $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total Maint & Ops $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

TOTAL COSTS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 11 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Hours Name here

Part 1. Employee Labor

HOURS BY PHASE

LABOR RESOURCES Initiation Planning Execution Implementation Closing TOTAL

(List by name or title) Phase Phase Phase Phase Phase HOURS
1. Employee Role No. 1 0 0 0 0 0 0
2. Employee Role No. 2 0 0 0 0 0 0
3. Employee Role No. 3 0 0 0 0 0 0
4. Employee Role No. 4 0 0 0 0 0 0
5. Employee Role No. 5 0 0 0 0 0 0
6. Employee Role No. 6 0 0 0 0 0 0
7. Employee Role No. 7 0 0 0 0 0 0
8. Employee Role No. 8 0 0 0 0 0 0
9. Employee Role No. 9 0 0 0 0 0 0
10. Employee Role No. 10 0 0 0 0 0 0
11. Employee Role No. 11 0 0 0 0 0 0
12. Employee Role No. 12 0 0 0 0 0 0

Total Employee Labor 0 0 0 0 0 0

Do not delete or change this cell 0.0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 12 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Hours Name here

Instructions - Part 2:
Use the worksheet below to estimate the number of Hours by Phase for each CONTRACT employee who will charge time to the project.

Part 2. Contractor Labor

HOURS BY PHASE

LABOR RESOURCES Initiation Planning Execution Implementation Closing TOTAL

(List by name or title) Phase Phase Phase Phase Phase HOURS
1. Contract Role 1 0 0 0 0 0 0
2. Contract Role 2 0 0 0 0 0 0
3. Contract Role 3 0 0 0 0 0 0
4. Contract Role 4 0 0 0 0 0 0
5. Contract Role 5 0 0 0 0 0 0
6. Contract Role 6 0 0 0 0 0 0
7. Contract Role 7 0 0 0 0 0 0
8. Contract Role 8 0 0 0 0 0 0
9. Contract Role 9 0 0 0 0 0 0
10. Contract Role 10 0 0 0 0 0 0
11. Contract Role 11 0 0 0 0 0 0
12. Contract Role 12 0 0 0 0 0 0
Total Contractor Labor 0 0 0 0 0 0

Do not delete or change this cell 0.0

Total Hours per Phase 0 0 0 0 0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 13 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Costs Name here

Part 1. Employee Labor

NCDOT IT LABOR COST BY PHASE

LABOR RESOURCES HOURLY Initiation Planning Implementation Closing TOTAL

Execution Phase
(List by name or title) RATE Phase Phase Phase Phase COST

1. Employee Role No. 1 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

2. Employee Role No. 2 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
3. Employee Role No. 3 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
4. Employee Role No. 4 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
5. Employee Role No. 5 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
6. Employee Role No. 6 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
7. Employee Role No. 7 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
8. Employee Role No. 8 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
9. Employee Role No. 9 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
10. Employee Role No. 10 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
11. Employee Role No. 11 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
12. Employee Role No. 12 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Total Employee Labor Costs ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Do not delete or change this cell 0.0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 14 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Labor Costs Name here

Part 2. Contractor Labor

CONTRACT LABOR COST BY PHASE

HOURLY Initiation Planning Implementation Closing TOTAL

LABOR RESOURCES Execution Phase
RATE Phase Phase Phase Phase HOURS
1. Contract Role 1 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
2. Contract Role 2 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
3. Contract Role 3 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
4. Contract Role 4 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
5. Contract Role 5 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
6. Contract Role 6 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
7. Contract Role 7 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
8. Contract Role 8 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
9. Contract Role 9 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
10. Contract Role 10 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
11. Contract Role 11 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
12. Contract Role 12 $ - $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Total Contractor Cost ===> $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Do not delete or change this cell 0.0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 15 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Non-Labor Costs Name here

COST BY PROJECT PHASE

Unit Item SubTotal

NON-LABOR COST CATEGORY Quantity
Cost 1 Planning Execution Implementation Closing
Phase Phase Phase Phase
A. Hardware (List new servers, storage devices, PC's, printers, peripherals, networking
equipment)
1. 0 0 0 $0.00 $ - $ - $ - $ -
2. 0 0 0 $0.00 $ - $ - $ - $ -
3. 0 0 0 $0.00 $ - $ - $ - $ -
4. 0 0 0 $0.00 $ - $ - $ - $ -
5. 0 0 0 $0.00 $ - $ - $ - $ -
6. 0 0 0 $0.00 $ - $ - $ - $ -
7. 0 0 0 $0.00 $ - $ - $ - $ -
8. 0 0 0 $0.00 $ - $ - $ - $ -
9. 0 0 0 $0.00 $ - $ - $ - $ -
10. 0 0 0 $0.00 $ - $ - $ - $ -
11. 0 0 0 $0.00 $ - $ - $ - $ -
12. 0 0 0 $0.00 $ - $ - $ - $ -
13. 0 0 0 $0.00 $ - $ - $ - $ -
14. 0 0 0 $0.00 $ - $ - $ - $ -
15. 0 0 0 $0.00 $ - $ - $ - $ -
A. Subtotal, Hardware ===> $0.00 $0.00 $0.00 $0.00

B. Software/Middleware (List new application tools & licenses required for development and
implementation)
1. 0 0 0 $0.00 $ - $ - $ - $ -
2. 0 0 0 $0.00 $ - $ - $ - $ -
3. 0 0 0 $0.00 $ - $ - $ - $ -
4. 0 0 0 $0.00 $ - $ - $ - $ -
5. 0 0 0 $0.00 $ - $ - $ - $ -
6. 0 0 0 $0.00 $ - $ - $ - $ -
7. 0 0 0 $0.00 $ - $ - $ - $ -
8. 0 0 0 $0.00 $ - $ - $ - $ -
9. 0 0 0 $0.00 $ - $ - $ - $ -
10. 0 0 0 $0.00 $ - $ - $ - $ -
11. 0 0 0 $0.00 $ - $ - $ - $ -
12. 0 0 0 $0.00 $ - $ - $ - $ -
13. 0 0 0 $0.00 $ - $ - $ - $ -
14. 0 0 0 $0.00 $ - $ - $ - $ -
15. 0 0 0 $0.00 $ - $ - $ - $ -
B. Subtotal, Software/Middleware ===> $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 16 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Non-Labor Costs Name here

C. Enterprise and Hosting Costs (List any applicable costs for CPU or transaction usage,
application hosting, enterprise system maintenance and support, etc.)
1. 0 0 0 $0.00 $ - $ - $ - $ -
2. 0 0 0 $0.00 $ - $ - $ - $ -
3. 0 0 0 $0.00 $ - $ - $ - $ -
4. 0 0 0 $0.00 $ - $ - $ - $ -
5. 0 0 0 $0.00 $ - $ - $ - $ -
6. 0 0 0 $0.00 $ - $ - $ - $ -
7. 0 0 0 $0.00 $ - $ - $ - $ -
8. 0 0 0 $0.00 $ - $ - $ - $ -
9. 0 0 0 $0.00 $ - $ - $ - $ -
10. 0 0 0 $0.00 $ - $ - $ - $ -
11. 0 0 0 $0.00 $ - $ - $ - $ -
12. 0 0 0 $0.00 $ - $ - $ - $ -
13. 0 0 0 $0.00 $ - $ - $ - $ -
14. 0 0 0 $0.00 $ - $ - $ - $ -
15. 0 0 0 $0.00 $ - $ - $ - $ -
C. Subtotal, Enterprise & Hosting Costs ===> $0.00 $0.00 $0.00 $0.00

D. Travel (List estimated cost for Employee or Contractor travel, including airfare, ground
transportation, lodging, conference fees, etc.)
1. 0 0 0 $0.00 $ - $ - $ - $ -
2. 0 0 0 $0.00 $ - $ - $ - $ -
3. 0 0 0 $0.00 $ - $ - $ - $ -
4. 0 0 0 $0.00 $ - $ - $ - $ -
5. 0 0 0 $0.00 $ - $ - $ - $ -
6. 0 0 0 $0.00 $ - $ - $ - $ -
7. 0 0 0 $0.00 $ - $ - $ - $ -
8. 0 0 0 $0.00 $ - $ - $ - $ -
9. 0 0 0 $0.00 $ - $ - $ - $ -
10. 0 0 0 $0.00 $ - $ - $ - $ -
11. 0 0 0 $0.00 $ - $ - $ - $ -
12. 0 0 0 $0.00 $ - $ - $ - $ -
13. 0 0 0 $0.00 $ - $ - $ - $ -
14. 0 0 0 $0.00 $ - $ - $ - $ -
15. 0 0 0 $0.00 $ - $ - $ - $ -
D. Subtotal, Travel ===> $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 17 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Non-Labor Costs Name here

E. Facilities (List leases, utilities, telecommunications and other related facility expenses)

1. 0 0 0 $0.00 $ - $ - $ - $ -
2. 0 0 0 $0.00 $ - $ - $ - $ -
3. 0 0 0 $0.00 $ - $ - $ - $ -
4. 0 0 0 $0.00 $ - $ - $ - $ -
5. 0 0 0 $0.00 $ - $ - $ - $ -
6. 0 0 0 $0.00 $ - $ - $ - $ -
7. 0 0 0 $0.00 $ - $ - $ - $ -
8. 0 0 0 $0.00 $ - $ - $ - $ -
9. 0 0 0 $0.00 $ - $ - $ - $ -
10. 0 0 0 $0.00 $ - $ - $ - $ -
11. 0 0 0 $0.00 $ - $ - $ - $ -
12. 0 0 0 $0.00 $ - $ - $ - $ -
13. 0 0 0 $0.00 $ - $ - $ - $ -
14. 0 0 0 $0.00 $ - $ - $ - $ -
15. 0 0 0 $0.00 $ - $ - $ - $ -
E. Subtotal, Facilities ===> $0.00 $0.00 $0.00 $0.00

F. Miscellaneous (List printing and copying, office supplies, training expenses and other
miscellaneous costs not categorized elsewhere)
1. 0 0 0 $0.00 $ - $ - $ - $ -
2. 0 0 0 $0.00 $ - $ - $ - $ -
3. 0 0 0 $0.00 $ - $ - $ - $ -
4. 0 0 0 $0.00 $ - $ - $ - $ -
5. 0 0 0 $0.00 $ - $ - $ - $ -
6. 0 0 0 $0.00 $ - $ - $ - $ -
7. 0 0 0 $0.00 $ - $ - $ - $ -
8. 0 0 0 $0.00 $ - $ - $ - $ -
9. 0 0 0 $0.00 $ - $ - $ - $ -
10. 0 0 0 $0.00 $ - $ - $ - $ -
11. 0 0 0 $0.00 $ - $ - $ - $ -
12. 0 0 0 $0.00 $ - $ - $ - $ -
13. 0 0 0 $0.00 $ - $ - $ - $ -
14. 0 0 0 $0.00 $ - $ - $ - $ -
15. 0 0 0 $0.00 $ - $ - $ - $ -
F. Subtotal, Miscellaneous ===> $0.00 $0.00 $0.00 $0.00

Planning Execution Implementation Closing

Phase Phase Phase Phase

Total, All Expenses ===> $0.00 $0.00 $0.00 $0.00

Project Total

$0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 18 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Phase Budget Summary Name here

Initiation Planning Implementation Closing

Execution Phase TOTALS
Phase Phase Phase Phase

LABOR HOURS
Employee 0.0 0.0 0.0 0.0 0.0 0.0
Contractor 0.0 0.0 0.0 0.0 0.0 0.0
Labor Hour Totals 0.0 0.0 0.0 0.0 0.0 0.0

LABOR COSTS
Employee $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Contractor $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Labor Cost Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Non-Labor Cost Totals N/A $0.00 $0.00 $0.00 $0.00 $0.00

TOTAL COSTS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 19 of 25 Print Date: 02/21/2023
 Project Budget Planner Your Organization
Project Cost Responsibility Name here

Percent of Costs per Funding Center

Project Cost Center / Cost Center / Cost Center / Cost Center / Cost Center / Cost Center /
Source of Cost Expense
Internal Order/ Internal Order/ Internal Order/ Internal Order/ Internal Order/ Internal Order/
WBS 1 WBS 2 WBS 3 WBS 4 WBS 5 WBS 6

Employee Labor Cost $0.00 0% 0% 0% 0% 0% 0%

Employee Labor $ per Cost Center ===> $0 $0 $0 $0 $0 $0

Contractor Labor Cost $0.00 0% 0% 0% 0% 0% 0%

Contractor Labor $ per Cost Center ===> $0 $0 $0 $0 $0 $0

Non-Labor Cost $0.00 0% 0% 0% 0% 0% 0%

Non-Labor $ per Cost Center ===> $0 $0 $0 $0 $0 $0

Maintenance & Operations Cost $0.00 0% 0% 0% 0% 0% 0%

Maintenance & Ops $ per Cost Center ===> $0 $0 $0 $0 $0 $0

Total Project
Summary Expense Cost Center / Cost Center / Cost Center / Cost Center / Cost Center / Cost Center /
Internal Order/ Internal Order/ Internal Order/ Internal Order/ Internal Order/ Internal Order/
WBS 1 WBS 2 WBS 3 WBS 4 WBS 5 WBS 6
Total Project-Implementation Costs $0.00

Project-Implementation $ per Cost Center ===> $0 $0 $0 $0 $0 $0

Project-Implementation % per Cost Center ===> 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

Total Maintenance & Ops Costs $0.00

Maintenance & Ops $ per Cost Center ===> $0 $0 $0 $0 $0 $0

Maintenance & Ops % per Cost Center ===> 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 20 of 25 Print Date: 02/21/2023
 Your Organization
Cumulative Cost Curve Data Name here

Project Name: <<Enter Project Name Here>>

Reporting Periods: 7/05 8/05 9/05 10/05 11/05 <==== Enter Reporting Periods ====> 5/06

<==== Planned Costs per Reporting Period ====>

Planned Phase Costs
Initiation $0 $5,000

Planning $0 $5,000 <<< Enter Cost Per Reporting Period >>>

Execution $0

Implement $0

Close $0

Project Total Planned Cost: $0 Time unit of project: Months

Budgeted Cost per

Reporting Period: $0 $5,000 $5,000 $0 $0 $0 $0 $0 $0 $0 $0

Cumulative Plan Cost: $0 $5,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000

Actual Cost:

Cumulative Actual Cost: $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 21 of 25 Print Date: 02/21/2023
 Your Organization
Cumulative Cost Curve Data Name here

6/06 7/06 8/06 9/06 10/06 11/06 12/06 1/07 2/07 3/07 4/07 5/07 6/07

Do not change this cell 0

$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

$10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000

$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 22 of 25 Print Date: 02/21/2023
 Your Organization
Cumulative Cost Curve Name here

<<Enter Project Name Here>>

$12,000

$10,000

$8,000
Cumulative Cost

$6,000 Budget Cost

Actual Cost

$4,000

$2,000

$0
7/05 8/05 9/05 10/05 11/05
Months

Template: Project Budget Planner [Rev. 1.0 1/8/2006] Page 23 of 25 Print Date: 02/21/2023
Cost Curve Data Tab

Instructions:
Before you enter any data, do the following:
- Use prior worksheets to determine the total cost of each project phase
- Determine the number of reporting periods that each project phase will last (e.g. 3 months)
- Determine (or guestimate) the dollar cost that will occur during each reporting period for each phase

To enter planned project values (note: all data entry cells are white):

1. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.)
2. Cost of each project phase under Planned Phase Costs is entered automatically from Cost Summary Phase tab
3. Enter the phase cost planned for each Reporting Period in the white cells provided. (see Initiation and Planning for an example of
how this is done). Leave unused cells blank for white cell or 0 for color cell.
Planned Phase Cost will be red until the total cost for all reporting periods in a phase equals the planned phase cost in the Cost
Summary Phase tab.
4. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart.
5. Planned cost per reporting period displays in the 'Budgeted Cost per Reporting Period" line
6. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line
7. Enter Actual Costs per reporting period as the data become available. The cumulative actual cost will display in the
Cumulative Actual Cost line. It is normal for the last correct cumulative cost figure to repeat through all succeeding months. Do
NOT delete these numbers!
8. Modify the graph in the Cost Curve Graph tab as explained on that sheet

When should you use this template:

- Use this template when you need a Cumulative Cost Curve and you have a good idea of how your costs will be broken
out over the course of your project.
- This template is useful for projects that last between 4 and 24 reporting periods and where dollar estimates of cost per
reporting period are available.

- See companion document "CumulativeCostCurve_Dollars_SampleData.xls" to see what a completed project looks like.
Cost Curve Graph tab

Initial Setup
Once you have entered all of your Planned data in the Raw Data tab, do the following:
- Click once on the chart to select it and then click Chart on the toolbar
- Click Source Data and then Series
- Click Budgeted Cost and then in the Values box change "Raw data" to inlcude only the columns in which you have entered planning data.
For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw Data should
be ='Raw Data'!$D$26:$O$26

Adding Actual Cost Data

As you add Actual Cost values, click once on the chart and then click Chart on the toolbar
- Click Source Dataand
Actual Cost andthen
theninSeries
the Values box change "Raw data" to inlcude the latest column in which you have Actual Cost data. In this
-
the example we have Actual data for 3 months, so the last Actual data is in Column F. The value for Raw Data should
be ='Raw Data'!$D$30:$F$30

Note: this chart is easily added to a Word document. Just click on the chart, right click and Copy, then Paste into the Word document.