Free Engineering Project & Claims Excel Template
A free, pre-formulated Excel workbook for engineering consulting offices. Track active projects, design milestones, engineer timesheets, progress claims, and firm profitability automatically.
Download the Free Engineering Consulting Management Excel Workbook
A professional, pre-formulated Excel workbook built specifically for engineering and architectural consulting practices. Covers active project tracking, design milestone management, engineer timesheet logging, progress claim calculation, and firm-level profitability monitoring.
Completely free and open license for any engineering consulting practice — no registration, no restrictions, no expiry.
What's Inside This Workbook? — Six Engineering Worksheets
Six interconnected worksheets with pre-built formulas covering the complete engineering consulting workflow — from client onboarding and contract setup through to final financial reporting.
إعدادات المكتب والأسعار
اسم المكتب الهندسي، التخصصات، أتعاب التصميم والإشراف وقواعد الفوترة.
سجل المشاريع الهندسية
بيانات العملاء، أرقام العقود، مراحل التصميم، والجدول الزمني لكل مشروع.
سجل مهام المهندسين
تتبع ساعات عمل المعماري والإنشائي والكهروميكانيك ومعدلات الإنجاز الأسبوعية.
المستخلصات والدفعات
احتساب المبالغ المستحقة بنسب إنجاز المراحل، الدفعات المستلمة، وتتبع المتأخرات.
المصروفات والتكاليف
تسجيل رواتب المهندسين، البرمجيات الهندسية، والمصروفات المباشرة لكل مشروع.
التقرير المالي التنفيذي
ملخص تلقائي للإيرادات الهندسية، تكاليف كل مشروع، وصافي أرباح المكتب.
How to Set Up and Use This Template in 4 Steps
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1. Configure Firm Settings & Fee Rates
Enter your consulting firm name, approved engineering disciplines (Architectural, Structural, MEP, Site Supervision), and standard fee rates per discipline.
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2. Add Projects, Clients & Contract Milestones
Input client details, contract reference numbers, design and supervision stages, contracted payment tranches, and target delivery dates for each active project.
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3. Log Weekly Engineer Timesheets
Record weekly billable hours per engineer, per project, and per discipline. The workbook auto-calculates labor cost, billable utilization, and individual project profitability.
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4. Calculate Progress Claims & Review Financial Summary
Input certified milestone completion percentages and the workbook automatically calculates due progress claim amounts and generates an executive-level financial summary for the firm.
When is Excel Sufficient for Your Practice — and When Does تكوين Become Essential?
✅ Excel Is Sufficient If:
Your practice is in early startup stage with only 1-3 active projects, you manage project tracking solo, and you do not yet need a branded client approval portal, concurrent multi-engineer collaboration, or automatic drawing revision control.
⚡ تكوين Becomes Essential When:
You need a client-facing digital approval portal for blueprints, cloud drawing revision control (Rev A → B → IFC), automated progress claims triggered by milestone sign-offs, real-time profitability dashboards, and team collaboration — delivering 18+ hours of weekly savings per project manager.
Recommended Guides for Engineering Consulting Practices
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