Source: https://www.quantsurv.com/library/tools/cost-value-reconciliation-template
Content format: Markdown version of the public page.
Content reviewed: 2026-10-14

# 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](<https://www.quantsurv.com/about#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.

[Download blank Excel workbook](<https://www.quantsurv.com/downloads/library/cost-value-reconciliation-template.xlsx>)

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.

Cost value reconciliation template: completed fictional example
| 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](<https://www.quantsurv.com/library/cost-value-reconciliation-guide>) for the context and checks behind this template.

If you need help preparing or reviewing the project records, our [quantity surveying services](<https://www.quantsurv.com/quantity-surveying>) explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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