Project Financial Management

Template

Project Financial Management Template was designed based on the concept of Project Management, as a strategic competency for organizations that can make the difference between a successful project and audit reports.

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Template structure

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  • 1. Project name

  • 2. Project description

  • 3. Project manager

  • 4. Expected delivery date

Planning

 

  • 1. Funds source

  • 2. Contract requirements

  • 3. Estimated budget

  • 4. Estimated project duration

  • 5. Risk factors

Accounting

 

  • 1. Attach Earned Value Analysis (EVA).

  • 2. Attach Work Breakdown Structure (WBS).

  • 3. Actual amount spent to date

Financial Report

 

  • 1. Funds sources

  • 2. Project funding

  • 3. Additional external project funding

  • 4. Community contribution

  • 5. Total financing

  • 6. Funds used

  • 7. Training

  • 8. Sourcing

  • 9. Purchasing

  • 10. Monitoring

  • 11. Total funds spent

Auditing

 

  • 1. Internal audit

  • 2. Internal audit duration

  • 3. Internal audit procedures

  • 4. Percentage of non-conformances in the internal audit process

  • 5. External audit

  • 6. External audit duration

  • 7. External audit procedures

  • 8. Percentage of non-conformances in the external audit process

Done

 

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