Project Financial Management Templates

Project Financial Management is defined by the Project Management Institute as:

Project financial management includes the processes to aacquire and manage the financial resources for the project and, compared to cost management, is more concerned with revenue sources and monitoring net cash flows for the construction project than with managing day-to-day costs. (PMBOK® Guide)
Project financial management is not a common management area, but an additional area in accordance with the construction extension.

The processes of project financial management are:

(definitions by PMI®)

Plan Financial Management
Plan financial management is the process of identifying and providing all financial requirements for the project.
Control Finance
Control finance is the process of ensuring that bonds are reduced when necessary, calls for funds are made as planned and needed, and all bank withdrawals/deposits are performed at the appropriate time.

Project Financial Management Plan Template

Project Financial Management Plan Template

Name:
Project Financial Management Plan Template
Prepared by:
Subject:
The Project Financial Management Plan is a component of the Project Management plan and identifies all financial requirements of a construction project and the means to finance them. All parties must understand when and by whom all of the necessary equity, debt, and insurance, in appropriate types and amounts, are to be supplied during the construction period.
Created:
05/11/2014
Last Modified:
16/05/2015
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Progress Payment Application Template

Progress Payment Application Template

Name:
Progress Payment Application Template
Prepared by:
Subject:
The Progress Payment Application Template is a ready to use Excel file that was developed and used for the preparation of monthly progress invoices.
Created:
06/02/2016
Last Modified:
21/01/2017
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Leave a comment...

Matthew Bickford

2015-10-08 22:12:44

 
You have no idea how much time you have saved me with these templates. I am student performing my final project for my degree and this site has been the biggest help that I could've ever asked for.
Marc

2015-11-08 10:32:53

 
Dear Matthew,

I am happy that I could be of help for you.
Good luck!!!

BR
Marc
Constance

2015-12-13 12:47:53

 
Dear Marc,
I agree with Matthew. I'm working on a project as well and my deadline has been recently pushed forward. These templates have saved me so much time. I really appreciate that you provided them to us free online. I'm very grateful!!!!
Marc

2015-12-13 12:50:10

 
Dear Constance,

I am happy that you find the templates useful. Please let me know comments and check back time to time.
Good luck with your project.

Best regards
Marc
Abiola

2016-02-06 11:52:55

 
Thanks for the opportunity.
Tin Maung

2016-11-06 15:24:55

 
I would like to study construction project management
Marc

2016-11-07 05:30:35

 
Dear Tin Maung,

I wish you best of luck for your studies.

Best regards
Marc
mpoubou

2016-11-19 08:31:27

 
Very good template and helpfull tools for new guys like me in Project Financial Managment sector .
Pls fill free to contact me for webinar and others ressources .I want to improve my skills in Project Financial Management
LOUNIS Soufyane

2017-05-08 12:50:03

 
Very good template and helpfull tools for me
thx
ST Sithou Nhem

2018-05-24 06:36:58

 
It is very helpful!
Marc

2022-12-24 15:58:38

 
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