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SHEET / 02 — TEMPLATES

Premium templates & toolkits for project controls

Download polished Excel templates and ready-to-use toolkits for EVM, cost tracking, labor burden, change orders, and risk—built for fast setup, clear reporting, and consistent, repeatable decisions.

TEMPLATE KIT — HOW IT WORKS

From download to decision-ready project controls

Each XI/TAG toolkit follows a consistent flow—set assumptions, load your data, review dashboards, and export clean outputs—so you can move from raw numbers to defensible decisions in minutes.

TK-01

Download & Start

Get the Excel file, open it, and follow the built-in setup steps to match your project type, cost structure, and reporting cadence.

TK-02

Configure Inputs

Enter your assumptions and data once—rates, burden, baseline budgets, earned value fields, change details—then let formulas do the heavy lifting.

TK-03

Analyze Results

Use dashboards and summary tabs to spot margin drivers, CPI/SPI trends, exposure, and recovery options with clear, auditable calculations.

TK-04

Export & Share

Generate clean tables, charts, and print-ready views for owners, PMOs, or executives—so your story is consistent, reviewable, and easy to act on.

TEMPLATES FAQ

Template details, licensing, and updates

Get clear answers on what’s included, how to use the Excel toolkits, licensing for teams, and how updates work. If you have a specific workflow or format need, send it—we’ll point you to the right pack.

Contact support

Q-01

Are these templates Excel-based, and do they work on Mac?

Yes—XI/TAG templates are built for Microsoft Excel and are designed to work on both Windows and Excel for Mac. Some advanced features (like Power Query, macros, or certain add-ins) can behave differently across versions, so each download includes notes and a quick compatibility checklist.

Q-02

What’s included in a Premium Template or Toolkit download?

Each download includes the primary Excel file(s), a brief “Start Here” setup guide, and example inputs so you can validate your results fast. Toolkits may also include multiple variants (e.g., simple vs. detailed), a dashboard view, and reference tabs for assumptions, rates, and standard calculations.

Q-03

How does licensing work for individuals, teams, and clients?

Licensing is typically per organization for internal use, with options for single-user or team access depending on the product. If you need to share externally (e.g., with an owner, JV partner, or client deliverable), contact us—we’ll recommend the right license so you can collaborate without guesswork.

Q-04

Do you provide updates, fixes, or new versions after purchase?

Yes. When we release improvements—bug fixes, usability upgrades, or expanded fields—we’ll make the updated file available to customers based on the product’s update terms. If you spot an issue or have a feature request, send it in; we prioritize updates that reduce friction and improve accuracy.

Q-05

Can you customize a template for our cost codes, WBS, or reporting needs?

Often, yes. Many templates are structured to be adaptable (lookup tables, mapping tabs, configurable assumptions), but some organizations need a tailored version for unique WBS structures, cost code rollups, or earned value rules. Share your requirements and we’ll confirm the best path—configuration guidance or a custom build.

TEMPLATE PACK — REQUEST

Get the toolkit. Put your next report on rails.

Tell us what you manage—project type, contract model, and reporting needs. We’ll recommend the right XI/TAG templates and send setup notes so you can deploy fast and stay consistent across projects.

RESPONSE ≤ 48H

EXCEL-FIRST

REV A1

S-01 — STARTER KIT

Receive a curated template set with a quick-start guide and recommended inputs—built for practical project controls and repeatable reporting.

Request templates
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