Spec & Project Budget Tracker

Spec & Project Budget Tracker

Plan what goes into the project, what it should cost, what the client will be charged, and whether the project is staying within budget before purchasing begins.

Use this Excel workbook to organize specifications by area and category, record supplier costs, calculate proposed client totals, and apply item-level markup overrides. Track the project budget and contingency as you build the spec. The calculated Budget Summary shows where the proposed project stands before orders are placed.

An approval workflow helps you mark the items ready to purchase. The Approved Handoff tab puts those items in a clean column order for a values-only copy and paste into the separate Purchasing & Order Tracker. There is no automatic synchronization between workbooks.

This tool works independently for specification and pre-purchase budget planning. If you also use the Purchasing & Order Tracker, the two workbooks are designed to work together through that manual handoff.

What you receive: one protected, customizable Excel .xlsx workbook with START HERE instructions, a blank working state, and a fictional example excluded from your live calculations. Excel .xlsx only; Google Sheets compatibility has not been tested.

Need the full workflow?

The bundle also includes Purchasing & Order Tracker to track orders, payments, delivery, refunds, and purchasing cash. Buying both together saves $19.99 compared with the two standalone tools.

Explore the Interior Design Spec + Purchasing Tracker Bundle