Risk and Issue Log
Combined risk and issue register with probability-impact scoring and heat map export.
Risk, budget, and resourcesProfessional plan and above
Budget Tracker template
Cost category budget register with variance calculations and planned vs actual charting.
Starter tasks
7
Grouped into 5 groups
Dependencies
2
Pre-linked, so delays propagate from day one
Views
3
Installed and ready on first open
Custom columns
3
Beyond the built-in task fields
What this template gives you
Track budget by cost category: description, planned cost, actual cost, committed cost, auto-calculated variance and variance percentage, budget status, owner, and notes. Export the full budget register with variance calculations to Excel, a planned vs actual bar chart to PNG, or a budget summary report to PDF.
Workstreams
- Cost categories
- Variance calculations
- Budget status
Groups it creates
Tasks arrive already sorted into Licences, Infrastructure, Professional Services, People, and Governance.
Exports
Anything in this template exports to Excel, PNG, PDF.
How it looks
The budget view, showing planned cost against actual for each cost category.
Custom columns installed
- Committed costCurrency
- Budget statusDropdown · 3 options
- NotesText
Views installed
- Budget registerSpreadsheet-style task register with custom columns
- BudgetEarned-value budget tracking (CPI, EAC, VAC)
- DashboardCustomisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
- When a task becomes overdue, notify the project owner
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Weekly resource capacity and utilisation planning with a utilisation bar chart by week.
Start with Budget Tracker
Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Professional and above.