Start Here
View Budget + Actual + Commitment + Forecast principle
TOOL 09 / 10 · PROFESSIONAL EDITION
IT BUDGET PLANNER
Plan and manage the IT budget
Bring budget, actuals, commitments and forecasts together; separate run from change spending and explore savings and scenarios.
Download .xlsx file ↓Free · No signup required · No email storage · Open in Excel or Import to Google Sheets
SEE BEFORE YOU DOWNLOAD
Preview the actual file before you download
See 3 key points: Fill out table, Dashboard for decision making and Action Plan for resume.
WORKBOOK GUIDE
What each tab is for
and when to use it
Before you start planning
Budget Lines
Compile Run/Change, Priority, and Forecast lists
Monthly Plan
Spread the plan, use the money to see the Cash Need.
Dashboard
View Variance, Run %, Forecast and Over-budget Lines
Scenario
Compare Protect, Optimize, and Invest
Savings
Create a Savings Pipeline with Cost, Owner, and Risk
Action Plan
Follow Reforecast and Funding Decision
MEASURE → UNDERSTAND → DECIDE → ACT → FINISH
Start with the 'Start Here' tab
View sample data
Understand Logic, Dashboard, and Guide format first instead of actual data.
Instead of yellow channel
Include your organization's Baseline, Assumption, and Evidence.
Make decisions and take action
Use Scenario and Action Plan to set Owner against deadline
WHAT'S INCLUDED
More than a blank template
a ready-to-use decision framework
- Executive Dashboard
- Sample data with formulas
- Management Insight
- Recommended Actions
- Scenario Analysis
- Action Plan and Owner
NO FORM. NO LOGIN. NO LEAD GATE.