Project Planning and Cost Management Dashboard Template

Plan, Cost, and Analyse Projects End-to-End in Microsoft Power BI

This ready-to-use Project Planning & Cost Management dashboard template lets you model project timelines, resource requirements, costs, cash flow, and scenario impacts directly inside Microsoft Power BI.

You get a complete .pbix file with:

• Detailed project plan with phases, activities, start and end dates
• Labor and material resource requirements by activity
• Labor rate and material cost tables
• Milestone-based payment schedule
• Dynamic project calendar with baseline and scenario horizons
• Clean, transparent DAX measures for time-phased cost, hours, and cash flow
• Scenario parameters for delay, inflation, productivity loss, and payment timing

Designed for project managers, finance teams, analysts, consultants, and anyone who needs a structured, transparent way to analyse project timelines, costs, and financial risk in Microsoft Power BI.

You Will Be Able To

📅 Build and Visualise a Complete Project Plan
Create a clear project timeline with phases and activities, displayed as a Gantt-style schedule that updates dynamically as assumptions change.

📊 Manage Project Costs Over Time
Analyse labor and material costs, track total project cost, and understand how costs are distributed across phases and time periods.

👥 Plan Resource Requirements
Model staffing hours by role, identify peak resource demand, and assess how delays or inefficiencies affect labor requirements.

💰 Analyse Project Cash Flow & Working Capital
Track milestone-based revenue, model cash outflows, calculate cumulative cash balance, and identify peak working capital requirements.

🔁 Run Scenario & Sensitivity Analysis
Test the impact of schedule delays, cost inflation, productivity loss, and payment timing changes on project duration, margin, and cash flow.

🧰 Fully Editable and Reusable
Includes PBIX + CSV files — adapt the model to your own projects, extend the DAX logic, or reuse it for client or internal planning work.

New to Microsoft Power BI Desktop?
Download it free from Microsoft, open the included .pbix, and replace the sample data with your own project inputs.

Built for Real-World Project Planning & Cost Management

This template includes a complete project planning and financial analysis framework:

• Project plan with phases, activities, and schedule dates
• Labor and material resource modelling
• Time-phased labor hours and cost calculations
• Material cost tracking and phasing
• Milestone-based revenue and cash inflows
• Project cash-flow statement with cumulative balance
• Working capital and peak cash requirement analysis
• Scenario modelling for delay, inflation, inefficiency, and payment timing
• Dashboards for cost overview, resource planning, cash flow, project timeline, and scenarios

A practical, professional project planning and cost management solution — fully editable inside Microsoft Power BI.

Template Preview

🔍 Explore the project planning, cost management, resource, cash-flow, and scenario dashboards.

See the Template in Action

▶️ Step-by-Step Tutorial
Follow a detailed, end-to-end walkthrough showing how the model is built and how each part works inside Microsoft Power BI.

Read the full tutorial

Why Choose This Template?

• Ready-to-use Power BI file with a clean project data model
• Integrated project timeline, cost, resource, and cash-flow logic
• Scenario planning built in — no external tools required
• Transparent DAX designed for learning and extension
• Native Power BI visuals, no custom visuals required
• Suitable for real-world project planning and decision support
• 30-day money-back guarantee

Risk-Free Purchase

Your purchase is protected by a 30-day money-back guarantee — if it’s not a good fit, you get a full refund.

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