PM Tools by a PM
PM Tools by a PM
Ten tools. One project.
Every number traceable.
The registers, trackers and report I would want on day one of any construction project — each with a blank template and a fully worked example, all telling the same story on the same job.
Organised the way a project runs: initiate, plan, control, close. Every tool comes as a BLANK file for your project and an EXAMPLE file filled in for the Hartwell Commercial Centre.
Scope, budget, milestones, authority and the assumptions you will be held to later.
Who can stop the project, who decides, and how you will keep each of them informed.
Scope broken down to packages that one person can own and report against.
A 150-risk construction library, cost exposure per risk, a live dashboard and a contingency check that tells you if you are short.
Every change from awareness to agreement, with the contractual notice clock counting down for you.
Budget, committed, actual and forecast by package, CPI, an S-curve and what is really left of the contingency.
Which answers and approvals are holding up work, which are overdue, and which deliveries are now at risk.
Decisions and actions with an owner and a date, and an action tracker that shows what is overdue.
Position first, decisions last. A report the sponsor actually reads, with every figure taken from the files above.
What the next project should do differently, captured by stage while people still remember.
How the files connect, the monthly control rhythm, and one month on Hartwell worked through from register to report.
Most template packs give you empty grids. This kit shows you a project running: the change register feeds the cost tracker, the cost tracker and the risk register test the contingency, and the monthly report takes every number from a file.
The record you need on the bad day has to be created on the ordinary day. Nobody asks what you remember when a claim lands. They ask what you wrote down, and when.
No subscription. Download straight after payment and use the templates on as many of your own projects as you like.
The ten core tools, the Hartwell examples and the Start Here guide.
For the end of the job, when the snag list decides when you get paid.
Everything above in one purchase.
Secure checkout by Gumroad. Questions before you buy? support@pmtoolsbyapm.com
Microsoft Excel 2016 or later (Excel 365 recommended) and Microsoft Word. The guide is also included as a PDF. The workbooks open in Google Sheets and LibreOffice, but sheet protection and some formatting work best in Excel.
No. The examples use the FIDIC 2017 Red Book because it is widely used, but the notice and response periods are set on each Setup sheet, so you can match your own contract.
Yes. Inputs are open everywhere. In the four control workbooks the formula cells are protected so they are not overwritten by accident; the rest of the kit is fully editable.
A fictional USD 4.25 million commercial building used as the worked example in every file. It shows a month of real-looking project control, with numbers that reconcile across the whole kit.
The templates are in English. The website and support are bilingual, and you can reply to the delivery email in Spanish.
Yes, on your own projects and for the clients you work for. You cannot resell, share or upload the files elsewhere.
FIDIC cases, quality systems, schedule control, and new tools. Written from real projects, not from a classroom. No filler, and nothing you could have found in a textbook.