Professional project delivery templates for EPC contractors, consultants, owners, and project managers. Risk & opportunity, budget control, change control, procurement, Gantt charts, delivery assurance reporting, and RFIs — ready-to-use workbooks built by industry experts.
Used by project teams at EPC contractors, tier-1 consultants & owner organisations
Workbooks Showcase
Every template ships fully built — formulas, dashboards, and a worked example tab included. Adapt it to your project in minutes, not days.
Know every change, its status and its potential cost. Track variations, change orders and RFIs from identification through approval, with cost and schedule impacts linked to project forecasting.
Turn your risk register into a quantified view of project exposure. Score probability and impact, calculate EMV, run Monte Carlo analysis, track mitigation actions and report risks and opportunities from one dashboard.
Control project costs, forecast with confidence, and see where your budget is heading before month end surprises. Track budgets, commitments, actuals and forecasts by cost code, build labour and equipment rates, and manage cash flow with built-in management dashboards.
All three workbooks together — Budget Control, Risk & Opportunity Register, and Change Control. Everything you need to control costs, manage risk, and track variations from day one.
Built For
Designed for professionals delivering and controlling projects across construction, infrastructure and capital works.
Maintain visibility over cost, risk, change, resources and project performance using structured controls rather than disconnected spreadsheets.
Use ready-built workbooks for forecasting, cost management, earned value, risk and reporting — no setup required.
Track project changes, variations, commercial exposure, forecasts and cost impacts in a structured and transparent format.
Maintain registers and project information without spending hours creating and formatting spreadsheets from scratch.
Introduce consistent project controls across projects without implementing expensive enterprise project-management software.
Use structured workbooks for reviewing performance, risk, cost, change and reporting across contractor and consultant environments.
Industry-Grade Workbooks
Every template is designed by practitioners who've run major capital projects — not generic spreadsheet builders.
Layouts, terminology, and reporting formats that match what clients, principals, and boards actually expect to see.
Change control feeds the budget register. Budget feeds the cash flow. Risk exposure rolls into the dashboard. Everything stays in sync.
Workbooks built and tested on real capital projects. Fully customisable to your client, contract and project needs.
Getting started
No implementation, no training, no new platform to learn. Download and start controlling your project.
01
Select the project control tool you need — Budget Control, Risk & Opportunity, Change Control, or the full bundle.
02
Complete your purchase and receive your workbook by email. No software installation or account configuration required.
03
Each workbook includes a sample project so you can see how the controls, calculations and dashboards operate before entering your own data.
04
Replace the sample information with your own project details — cost codes, risks, changes, resources or other relevant project information.
05
Maintain the workbook throughout the project using built-in calculations, registers and dashboards for project reviews and reporting.
FAQ
PM Workbooks provides ready-to-use project controls Excel templates for EPC construction, infrastructure, engineering and capital projects. Instead of building a new spreadsheet every time a project starts, PM Workbooks gives you a structured starting point with the calculations, registers, dashboards and reporting logic already built.
PM Workbooks is not a library of empty registers. Each workbook is designed as a working project-control tool with automated calculations, structured registers, dashboards, variance analysis, resource forecasting, worked examples, dropdowns and conditional formatting built in. The goal is simple: spend less time building spreadsheets and more time controlling the project.
Most project professionals already work in Excel — no new login, platform or training required. Your data and calculations are transparent and visible, not locked in a hidden software model. Files are portable across SharePoint, OneDrive or any document management environment, and can be used directly in project meetings, monthly reports and management reviews.
PM Workbooks is designed for project managers, project controls professionals, commercial managers and quantity surveyors, project engineers and contract administrators, contractors and subcontractors, and consultants and owner-side teams across any project delivery environment.
EPC and EPCM contractors and consultants, civil construction, infrastructure, utilities, energy, engineering, mining and resources, industrial projects, design-and-construct projects, contractor-delivered work packages, consultancy assignments and owner-side capital projects. The workbooks can be adapted to different project sizes and delivery models.
No. Start with the area that needs better control. Use one workbook independently or progressively build a broader project controls toolkit as your requirements grow. Individual workbooks or a bundle are both available.
Commercial Controls — Budget and Forecast, Cost Control, Cash Flow, Change and Variation Control, Claims Tracking.
Risk and Planning — Risk and Opportunity, Resource Planning, Earned Value Management.
Project Delivery — Procurement, RFIs, Submittals, Document Control, Quality and NCR Tracking.
Management Reporting — Project Dashboards, Monthly Reporting, Performance Indicators, Forecast and Exposure Reporting.
Some products will be released progressively.
Yes. PM Workbooks is developed around a consistent project-controls approach so individual tools support a broader framework. A project change may affect the forecast, a risk may create a cost exposure, and a variation may affect the final project cost. The workbooks are designed so controls can link across areas.
Choose your workbook, complete your purchase and receive the workbook instantly by email. Review the worked example to understand how the controls operate, then replace the sample information with your own project data and start running your controls. No installation or configuration required.
Download once. Adapt in minutes. Report with confidence from day one — whether you're running a $1M fit-out or a $500M infrastructure project.
Get Workbooks