Cost value reconciliation template
Compare value and cost on the same reporting basis and distinguish current margin from forecast final margin.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Include cost accruals and committed exposure. State the valuation basis and avoid treating cash received as earned value.
Cost value reconciliation template
Include cost accruals and committed exposure. State the valuation basis and avoid treating cash received as earned value.
Free blank template for your own project. The completed example is shown below. No email address required.
View the completed example
Completed fictional example
Westhaven refurbishment · 14 October 2026 · Version 1.0
Cost value reconciliation template
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Position / cutoff | Value (£) | Cost (£) | Margin (£) | Margin / value | Basis / evidence |
|---|---|---|---|---|---|
| Current / 30 Sep 2026 | £300,000.00 | £260,000.00 | £40,000.00 | 13.3% | Measured value; costs include £12,000 accrual |
| Forecast final / 30 Sep 2026 | £500,000.00 | £470,000.00 | £30,000.00 | 6% | Remaining scope and risk reviewed; not a cash forecast |
Current margin is £40,000 and forecast final margin is £30,000. The forecast deterioration needs action even though the current position is positive.
Understanding your results
Current margin is £40,000 and forecast final margin is £30,000. The forecast deterioration needs action even though the current position is positive.
How it works
The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page.
Read the related guidance for the context and checks behind this template.
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