Free Excel template
Free procurement plan template: find the latest RFQ date for up to 10 packages
Type in each package’s Required-on-Site date and lead time. This free Lite version of the Plan Builder works backwards through transit, inspection, manufacturing, award, evaluation and bidding, then flags anything LATE or AT RISK.
- Free
- Excel 2016+ or Microsoft 365
- No macros
- Room for 10 packages
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Free vs full
What the Lite version includes
| Feature | Free Lite | Full Plan Builder |
|---|---|---|
| Packages | 10 | 150 |
| Backward schedule: latest PO and RFQ dates | ✓ | ✓ |
| LATE / AT RISK / OK flags | ✓ | ✓ |
| Sourcing Strategy checks, approvers by PO value | – | ✓ |
| Long-lead list, worst float first | – | ✓ |
| Approvals (RACI), Risk Register, Budget Check | – | ✓ |
| Dashboard and month-by-month procurement timeline | – | ✓ |
| Worked 25-package demo project | – | ✓ |
| 12-section Procurement Management Plan (Word) | – | ✓ |
Need more than 10 packages, a long-lead list and a plan document for your client?
See the full Plan BuilderHow it works
Three steps to your first backward schedule
Set your rules
On Project Setup, enter the key dates and your standard durations for bidding, evaluation, award, inspection and transit.
List your packages
On the Package Register, add up to 10 packages with their Required-on-Site date, lead time and shipping mode.
Read the dates and flags
The Backward Schedule shows the latest PO and RFQ dates, the float and a LATE, AT RISK or OK flag for each package.
Free to use on your own projects. Please do not resell or redistribute it.