Example of a Capital Project Budget for Public Sector Organizations

What is a Capital Project Budget for Governments?

Capital Project Budgets are considered an essential component of government capital improvement planning (CIP) and annual budgets, and are used by department managers and budget officers to create proposed financial budgets. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and project. The user can select project and specify fields like project manager (if known), and then enter the budget by expense type and month. On the far right of the template there is a comment field to add any important notes. You find an example of this type of budget input template below.

Purpose of Capital Project Models

Public Sector organizations use Capital Project Models to capture all the important expense details for CIP projects. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its capital improvement planning and related budget accuracy, and it can reduce the chances that projects are executed and then stalled because of poor financial planning.

Example of a Capital Project Model

Here is an example of a Capital Project Budget input model with text comments and totals.

Example of a Capital Project Budget for Public Sector Organizations

Example of a Capital Project Budget for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Capital Project Models

Progressive Budgeting and Planning departments sometimes use several different Capital Project Models, along with general ledger and line item expense input forms, employee (human capital) and headcount forms, revenue budget forms, budget analysis dashboards, project dashboards, CIP dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

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