General Inquiries

Budget and Forecast Template

  • 1.  Budget and Forecast Template

    Posted 09-14-2018 19:52

    Can anyone share a template of forecast and budget that you are using that has been effective?

    Thank you.

    Milguia Lacsamana
    Pinnacle Power Services, Inc.


  • 2.  RE: Budget and Forecast Template

    Posted 09-16-2018 12:06
    I would be interested in this as well :-)

    Megan Barnhart
    Frank Schipper Construction Co.
    Santa Barbara CA
    (805) 963-4359

  • 3.  RE: Budget and Forecast Template

    Posted 09-17-2018 10:51
    I am interested as well.

    DeAnn Hollingsworth
    Corporate Controller
    RQ Construction, LLC
    Carlsbad CA
    (760) 631-7707

  • 4.  RE: Budget and Forecast Template

    Posted 09-18-2018 15:20
    ​We actually had a custom forecast/budget template initially designed by Keystyle.  Once they were scooped up by Viewpoint, we were referred over to Silvertrek Systems who has done an amazing job on the completion and enhancements. I would be happy to provide their information for anyone interested as I highly recommend them.

    Holly Beatty B.S. Accounting
    Millie & Severson General Contractors
    Los Alamitos CA
    (562) 493-3611

  • 5.  RE: Budget and Forecast Template

    Posted 09-19-2018 14:37
    I would be interested in the Template as well.

    Jay Chapman
    President/ CEO
    Hartman & Hartman, Inc. Industrial Contractor
    Eighty Four PA
    (724) 239-6002

  • 6.  RE: Budget and Forecast Template

    Posted 09-20-2018 11:16
    I can offer two resources for budgeting templates:

    1) Part IV of the Treasury Management series is on enterprise budgeting, and includes several sample Excel templates that you could use
    2) I have also been using a budgeting software for about 4 years that I really like. Call me if you want information on that (760-713-1685)

    Steven Lords CPA, CCIFP
    Arizona Pipeline Company
    Hesperia CA
    (760) 713-1685

  • 7.  RE: Budget and Forecast Template

    Posted 09-20-2018 15:12

    Definitely interested in the Template.  That would be a tremendous help as we go through the process.



    Carolyn Brister, CBA


    Momentum Mechanical, Inc.

    2504 Gravel Dr.,  Fort Worth, TX  76118

    817-624-0024 Office     817-846-6476 Cell


  • 8.  RE: Budget and Forecast Template

    Posted 09-20-2018 09:29
    ​We recently had Sarah Stegman with CohnReznick create a custom report for us. Sarah's contact information is and 301.280.1823.

    The Cover Sheet summarizes the contract, progress and payment information:
    • Contract
      • Original Contract, Budget, Gross Profit
      • ACO's Interfaced
      • Revised Contract, Budget and Gross Profit
      • Pending CO's and ACO's not Interfaced
    • Progress
      • Cost to Date
      • Projected Cost and Gross Profit
      • % Complete & % Billed
      • Billed to Date & Received to Date
      • Earned Revenue, Earned Income & Over/Under
    • Payment
      • Amount Paid
      • Open Payables
      • Retention
      • Current Due
      • Unapproved Costs
      • Net Cash Flow
    • Current Year Predicted Revenue
      • Projected % Complete
      • Predicted Revenue
      • Cost at Year End
      • Cost by Month
      • 3-month average cost
    The details by phase (cost code) are behind the cover sheet:
    • Original Budget & Units
    • Change Orders
    • Revised Budget & Units
    • Actual Committed, Costs & Units
    • Projected Costs & Units
    • To Complete Cost & Units
    • Over/Under

    Jamie Turner
    Project Accounting Manager
    TriVersity Construction
    Cincinnati OH
    (513) 672-4998

  • 9.  RE: Budget and Forecast Template

    Posted 11-13-2018 10:13
    Checkout Prophix. It's a purpose built solution for budgeting, forecasting and reporting. Easy to setup and fully integrated with Vista, Spectrum, SAGE and other platforms.

    A couple customers replied in this thread. I'd suggest connecting with Megan at Wagman and Austin at Garney

    Chris Porter
    Strategic Partnerships Manager
    Prophix Software Inc.
    Mississauga ON