Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago
Authentication
digital resources
183x Filetype XLSX File size 0.15 MB Source: albertainnovates.smartsimple.ca
Sheet 1: Instructions
| INSTRUCTIONS ON HOW TO USE THIS SPREADSHEET | |||||||||
| Version 2 - Oct 2020 | |||||||||
| The purpose of this Workbook is to collect important work plan and financial details related to the Project. Below is a colour coding scheme to guide the Applicant and short descriptions of the four (4) working tabs contained within this Workbook. | |||||||||
| This color cell: | Contains instructions for the Applicant and is used for table headings. DO NOT MODIFY these cells. | ||||||||
| This color cell: | Contains formulas to auto-calculate numbers. DO NOT MODIFY these cells. | ||||||||
| This color cell: | Is a null cell with no data. DO NOT MODIFY these cells. | ||||||||
| This color cell: | Requires the Applicant to select a response from the drop down menu. | ||||||||
| This color cell: | Requires the Applicant to complete the cell by providing information. | ||||||||
| Summary - DO NOT MODIFY This tab contains summary tables of the Work Plan, Budget Forecast, and Project Revenue Forecast tables. |
|||||||||
| Work Plan This tab contains tables that break down project tasks and deliverables by milestones or years. There are formulas within these tables. Budget costs are calculated in the Budget Forecast tab and will automatically appear in the Work Plan tab. |
|||||||||
| Budget Forecast This tab contains tables that outline project expenditures by milestones or years. There are formulas within these tables. Milestones or years are transferred from the Work Plan tab. |
|||||||||
| Revenue Forecast This tab contains tables that outline project revenues that will be contributed by the different project partners. There are formulas within these tables. |
|||||||||
| SUMMARY | ||||||||||||||||
| Note: DO NOT MODIFY or TYPE any information into this tab. All cells contain formulas that copy information from the other tabs and they fill in automatically. Typing in this sheet will override the formulas. |
||||||||||||||||
| Project Summary | ||||||||||||||||
| Project Title | ||||||||||||||||
| Total Project Costs | Estimated start date | Estimated end date | Project timeline (months) | |||||||||||||
| Work Plan Summary | ||||||||||||||||
| Task | Start Date | End Date | Cost | % of total | ||||||||||||
| Project Costs (cash and in-kind) | ||||||||||||||||
| Eligible Expenditure | [Expenditure Period] | [Expenditure Period] | [Expenditure Period] | [Expenditure Period] | [Expenditure Period] | [Expenditure Period] | [Expenditure Period] | |||||||||
| Cash | In-Kind | Cash | In-Kind | Cash | In-Kind | Cash | In-Kind | Cash | In-Kind | Cash | In-Kind | Cash | In-Kind | |||
| Infrastructure/Equipment (Capital) | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| Personnel (Actual Salary & Benefits) | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| Operating Materials & Supplies | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| Contractors & Key Vendors | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| Travel | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| Other | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| SUBTOTAL (Eligible Expenses) | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| Ineligible Costs | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| TOTAL | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |||||||||
| Total Project Costs (cash and in-kind) | ||||||||||||||||
| Eligible Expenditure | Cash Expenditures | In-Kind Expenditures | Total Expenditures | |||||||||||||
| Cash | % | In-Kind | % | Costs | % | |||||||||||
| Infrastructure/Equipment (Capital) | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| Personnel (Actual Salary & Benefits) | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| Operating Materials & Supplies | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| Contractors & Key Vendors | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| Travel | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| Other | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| SUBTOTAL (Eligible Expense) | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| Ineligible Costs | $0 | 0% | $0 | 0% | $0 | 0% | ||||||||||
| TOTAL | $0 | $0 | $0 | |||||||||||||
| Project Revenues | ||||||||||||||||
| Name | Cash | Cash (% of Total) | In-kind | In-kind (% of Total) | ||||||||||||
| Alberta Innovates | $0 | 0% | ||||||||||||||
| Applicant | $0 | 0% | $0 | 0% | ||||||||||||
| Co-Applicant | $0 | 0% | $0 | 0% | ||||||||||||
| Government | $0 | 0% | $0 | 0% | ||||||||||||
| Industry | $0 | 0% | $0 | 0% | ||||||||||||
| Academic | $0 | 0% | $0 | 0% | ||||||||||||
| Not-for-Profit | $0 | 0% | $0 | 0% | ||||||||||||
| Other | $0 | 0% | $0 | 0% | ||||||||||||
| TOTAL | $0 | 0% | $0 | 0% | ||||||||||||
| WORK PLAN | ||||||||||
| Note: 1. Modify only the white cells or white text in tables. 2. For each Expenditure Period, choose the "YEAR" or "MILESTONE" from the drop down box that best fits for project financial reporting and performance tracking. 3. Within each Milestone/Year table, add additional rows as required to capture all tasks and deliverables. 4. Budget costs are auto-calculated from the Budget Forecast tab and includes both cash and in-kind. 5. Copy/Paste to add additional Milestone/Year tables as necessary. Remove sections that are not required for your project. 6. In the Task Description cells, highlight the activities needed to complete the "MILESTONE" or will be completed within the "YEAR" 7. In the Deliverable cells, highlight the results or tangible output for each Task or merge the Deliverable cells to highlight a single result for a group of Tasks. |
||||||||||
| Project Title | ||||||||||
| Total Project Costs | Estimated start date | Estimated end date | Project timeline (months) | |||||||
| $0 | 0 | |||||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
| [Expenditure Period] | Title: | Start Date: | End Date: | Duration (months): | 0 | |||||
| Lead and Time Allocation: | Budget: | $0 | % of Project Timeline: | 0% | % of Total Cost: | 0% | ||||
| Task Description | Deliverable | Estimated Start Date | Estimated End Date | |||||||
no reviews yet
Please Login to review.
