Put your Organization

Project Cumulative Cost Data Name Here

Project Name: My Project

Reporting Periods: 7/05 8/05 9/05 10/05 11/05 12/05 1/06 2/06 3/06 4/06 5/06

<==== Planned Cost per Reporting Period ====>

Planned Phase Cost
Initiation $24,000 $2,400 $2,400 $4,800 $9,600 $4,800 $0
Monthly % of cost 10% 10% 20% 40% 20%

Planning $160,000 $0 $0 $0 $8,000 $16,000 $16,000 $24,000 $24,000 $32,000 $32,000

Monthly % of cost 5% 10% 10% 15% 15% 20% 20%

Execution $890,000 $0 $0 $0 $0 $0 $0 $0 $0 $0
Monthly % of cost

Control $84,000 $1,680 $1,680 $1,680 $1,680 $1,680 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200
Monthly % of cost 2% 2% 2% 2% 2% 5% 5% 5% 5% 5% 5%

Close $24,000 $0 $0 $0 $0 $0 $0 $0 $0
Monthly % of cost

Total Planned Project Cost: $1,182,000 Time unit of project: Months

Budgeted Cost per

Reporting Period: $4,080 $4,080 $6,480 $11,280 $14,480 $20,200 $20,200 $28,200 $28,200 $36,200 $36,200

Cumulative Plan Cost: $4,080 $8,160 $14,640 $25,920 $40,400 $60,600 $80,800 $109,000 $137,200 $173,400 $209,600

Actual Cost: $3,840 $5,580 $7,100 $9,900 $13,000 $21,600 $18,000 $26,800 $23,700 $34,000 $32,000

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005] Page 1 of 9 Printed on: 02/21/2023
 Put your Organization
Project Cumulative Cost Data Name Here

Cumulative Actual Cost: $3,840 $9,420 $16,520 $26,420 $39,420 $61,020 $79,020 $105,820 $129,520 $163,520 $195,520

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005] Page 2 of 9 Printed on: 02/21/2023
 Put your Organization
Project Cumulative Cost Data Name Here

Instructions:
Before you enter any data, do the following:
- 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 percent of 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 project name in the space provided

2. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.)
3. Enter cost of each project phase under Planned Phase Costs
4. Enter the % of 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. Planned cost per period displays above the % you entered.
Cells in column AB will be red until the total percent for the project phase equals 100%.
5. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart in the next tab.
6. Planned cost per reporting period display in the 'Budgeted Cost per Reporting Period" line
7. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line
8. 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!
9. Modify the graph in the Cumulative Cost Curve 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 rough estimates of cost
per reporting period are adequate.
- See companion document "CumulativeCostCurve_Percent_SampleData.xls" to see what a completed project looks
like.

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005] Page 3 of 9 Printed on: 02/21/2023
 Put your Organization
Project Cumulative Cost 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

$8,000 $0 $0 $0 $0 $0 $0
5%

$44,500 $89,000 $89,000 $133,500 $178,000 $133,500 $89,000 $89,000 $44,500 $0 $0 $0

5% 10% 10% 15% 20% 15% 10% 10% 5%

$4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $3,360 $2,520 $2,520
5% 5% 5% 5% 5% 5% 5% 5% 5% 5% 4% 3% 3%

$0 $0 $0 $0 $0 $0 $0 $0 $0 $6,000 $8,400 $6,000 $3,600

25% 35% 25% 15%

$56,700 $93,200 $93,200 $137,700 $182,200 $137,700 $93,200 $93,200 $48,700 $10,200 $11,760 $8,520 $6,120

$266,300 $359,500 $452,700 $590,400 $772,600 $910,300 $1,003,500 $1,096,700 $1,145,400 $1,155,600 $1,167,360 $1,175,880 $1,182,000

$49,000 $95,000 $97,000 $122,000 $166,000 $102,000 $111,000 $98,000 $62,000 $9,550 $9,900 $7,890 $5,500

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005] Page 4 of 9 Printed on: 02/21/2023
 Put your Organization
Project Cumulative Cost Data Name Here

$244,520 $339,520 $436,520 $558,520 $724,520 $826,520 $937,520 $1,035,520 $1,097,520 $1,107,070 $1,116,970 $1,124,860 $1,130,360

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005] Page 5 of 9 Printed on: 02/21/2023
 My Project

$1,400,000

$1,200,000

$1,000,000
Cumulative Cost

$800,000

$600,000

$400,000

$200,000

$0
05 05 05 05 05 05 06 06 06 06 06 06 06 06 06 06 06 06 07 07 07 07 07 07
7/ 8/ 9/ 10/ 11/ 12/ 1/ 2/ 3/ 4/ 5/ 6/ 7/ 8/ 9/ 10/ 11/ 12/ 1/ 2/ 3/ 4/ 5/ 6/

Months

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
For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw
be ='Raw Data'!$D$26:$O$26

Adding Actual Cost Data

As you add Actual Cost values, click once on the chart to select it and then click Chart on the toolbar
SourceCost
- Click Actual Dataand
andthen
theninSeries
the Values box change "Raw data" to inlcude the latest column in which you have Actual
-
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 do
 Budget Cost
Actual Cost

07 /07 /07 /07 /07 /07

2 3 4 5 6

n which you have entered planning data.

gh O, so the value for Raw Data should

ar
n which you have Actual Cost data. In this

alue for Raw Data should

en Paste into the Word document.

Raw Data Tab

Instructions:
Before you enter any data, do the following:
- 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 percent of 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 project name in the space provided
2. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.)
3. Enter cost of each project phase under Planned Phase Costs
4. Enter the % of 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. Planned cost per period displays above the % you entered.
Cells in column AB will be red until the total percent for the project phase equals 100%.
5. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart in the next tab.
6. Planned cost per reporting period display in the 'Budgeted Cost per Reporting Period" line
7. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line
8. 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 month
NOT delete these numbers!
9. Modify the graph in the Cumulative Cost Curve 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 rough estimates of cost
reporting period are adequate.

- See companion document "CumulativeCostCurve_Percent_SampleData.xls" to see what a completed project looks

Cumulative Cost Curve 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
For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw
be ='Raw Data'!$D$26:$O$26

Adding Actual Cost Data

As you add Actual Cost values, click once on the chart to select it and then click Chart on the toolbar
SourceCost
- Click Actual Dataand
andthen
theninSeries
the Values box change "Raw data" to inlcude the latest column in which you have Actual
-
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 do
h phase

or month1, month2, etc.)

iation and Planning for an

e % you entered.

t in the next tab.

t will display in the

ough all succeeding months. Do

r costs will be broken

rough estimates of cost per

completed project looks like.

n which you have entered planning data.

gh O, so the value for Raw Data should

ar
n which you have Actual Cost data. In this

alue for Raw Data should

en Paste into the Word document.