Capital project tracking dashboard with budget vs. actual, schedule variance, change order log, and milestone status.
Capital programs at PE-backed industrial platforms generate enormous financial exposure with remarkably little structured oversight. Budget versus actual tracking lives in one spreadsheet, milestone status in another, change orders in email chains, and the portfolio-level picture exists only in the head of whoever ran the last capital committee meeting. This dashboard is built from the capital project oversight frameworks I used while managing $200M+ in capital deployments. Seven tabs track budget variance, milestone schedule, RAG status, owner accountability, and change-order exposure across a multi-project portfolio — then roll everything into a single board-ready summary. The design decision that matters most is the portfolio-level rollup: individual project trackers are common, but a view that lets an Operating Partner see total capital exposure, schedule risk, and change-order drift across every active project in one place is not. 296 formulas, no macros.
Editable spreadsheets (.xlsx), documents (.docx), and slide templates (.pptx), plus a PDF deployment playbook.
All templates are fully editable. Structure and formulas are documented in the deployment playbook so your team can adapt naming, scoring, and thresholds.
30 days of email support directly with the contributor for setup and configuration questions.
Contact AskGallanDigital before purchase with scoping questions — digital delivery is final sale once downloaded.