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Project Financials Tracker

Track PL/AC budgets, invoices paid by month, budget utilization, and per-project risk status across your entire project portfolio — with drill-downs by client and department.

Download .pbix Download .xlsx
Overview

What is the Project Financials Tracker?

The Project Financials Tracker Template is a Power BI report that gives project and finance leads a live view of budget, spend, and risk across every active project, without waiting on a monthly finance rollup.

Track PL and AC budget by project, client, and department
Monitor invoices paid by month and overall budget utilization
Flag at-risk projects by severity and status
Compare planned vs. actual cost across your whole portfolio
Why Use It

Why use this dashboard

01

Catch budget overruns early

Budget utilization and PL/AC variance are visible per project, not buried in a spreadsheet that gets updated once a month.

02

Standardize reporting across PMs

Every project manager reports against the same metrics, so leadership can compare projects apples-to-apples.

03

Cut status-meeting prep time

Pull up the dashboard instead of building a deck — the numbers are already there and already current.

What's Inside

Key features

Portfolio Overview

PL budget, AC budget, and variance rolled up across every project in one view.

Invoices & Budget Utilization

Monthly invoice trends alongside a live gauge of budget consumed versus remaining.

Project Financials Table

Line-by-line budget and actuals by project, client, department, and assignee.

Risk Status Tracking

Every project tagged by severity and progress, so at-risk work is visible at a glance.

Benefits of using this dashboard

Free to download and use
Ready to view in minutes — no build time
Works with the data source you already have
Fully yours to customize once downloaded
How It Works

Use your own data in minutes

Every BImaster template ships with realistic sample data so the report works the moment you open it. Replacing that sample data with yours takes four steps.

1

Download the template

Grab the .pbix (Power BI) or .xlsx (Excel) file from the template page — no sign-up required.

2

Open it in Power BI Desktop or Excel

The template opens pre-loaded with sample data so you can see exactly how the report is meant to look.

3

Point it at your own data

In Power BI: Home → Transform Data → Data Source Settings → Change Source. In Excel: Data → Queries & Connections → Edit. Swap the sample source for your own file, database, or API.

4

Refresh

Click Refresh and your data flows into the existing visuals automatically — no rebuilding charts, no reformatting.