Practical planning tools
Cost Planning Worksheet
Build a single-currency planning worksheet using your own figures. No official fee schedule, tax calculation, exchange rate or provider quote is supplied by this tool.
Your working plan
Entries are not submitted by this worksheet. This tool does not save a working copy. Export or print before refreshing, closing or leaving. Do not enter private client or employee information.
Use one currency for every row. Changing this label does not convert any amount. Enter numbers without currency symbols or grouping commas; up to two decimal places.
Known subtotalExcludes unpriced items
Unpriced items
Up to 25 rows. CSV files contain your entries; store and share exported copies appropriately.
Review before relying on the plan
- Obtain current quotes or official charge references for the actual work.
- Keep professional fees, applicable government charges and third-party costs separate.
- Mark unknown amounts as unpriced; the known subtotal is not a full project budget.
- Confirm scope, currency, inclusions, taxes where applicable and changes with the responsible adviser or provider.