Complete capital project management system for PE-backed industrial platforms. Track budgets, schedules, change orders, and risks across your entire project portfolio — in one workbook.
| Worksheet | Purpose |
|---|---|
| Project Dashboard | Portfolio-level view — active, on budget, on schedule |
| Budget Control Log | Line-item budget tracking with committed vs. actual |
| Schedule Tracker | Milestone-level schedule with RAG status |
| Change Order Register | Scope changes with cost and schedule impact |
| Risk Register | Project risks with probability, impact, and mitigation |
Seven worksheets — each solving a specific capital project management problem
No. This dashboard is designed for portfolio-level capital project oversight — the view a COO or PE operating partner needs. If you already have Primavera or MS Project for detailed scheduling, this workbook provides the governance and reporting layer on top.
The dashboard is designed for 10–50 concurrent projects. Each project gets a row on the portfolio dashboard and its own entries in the budget, schedule, change order, and risk registers.
No. Standard Excel formulas only. Works in Excel 2016+ and Google Sheets.
A former Managing Director with $200M+ capital project oversight across multi-site industrial platforms under PE ownership.
7 worksheets. Budget, schedule, change orders, risk. Sponsor-ready reporting.