🧭 Quick Start Guide: Get set up in minutes with clear instructions.
Excel template for engineers & PMs
Plan CAPEX with clarity — no more building spreadsheets from scratch.
Editable fields. Dynamic charts. Ready-to-use tabs. The CAPEX Planner helps you track approvals, phase status, and year-by-year budgets with zero friction.
- ✔ Quick start: be productive in minutes
- ✔ Dashboard: trends, gaps, and priorities at a glance
- ✔ Annual & 5-year trackers with categories and plants
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Included at a glance
Excel- 🧭 Quick Start Guide
- 📊 Dashboard with dynamic charts
- 📅 Annual Tracker with approvals & status
- 📁 5-Year Tracker with categories & plants
By purchasing, you agree to our Terms of Use and acknowledge our Privacy Policy. Payments are securely processed by Stripe.
Screenshots
Click any image to zoom. What you see is exactly what you get.
📊 Dashboard View: Spot trends, gaps, and priorities instantly.
📅 Annual Tracker: See what’s approved, started, or pending.
📁 5-Year Tracker: Manage CAPEX across categories, plants, and justifications.
🔒 Yours to edit: no macros, just clean formulas and tables.
📄 Documentation: quick-start sheet and inline tips on each tab.
♻️ Future-proof: add years, categories, or plants without breaking charts.
Frequently asked
What Excel version do I need? ⌄
Excel 2019 or later on Windows (including Microsoft 365). Also opens in Google Sheets with minor visual differences (e.g., chart styling).
Is it editable? ⌄
Yes—there are no macros (the file is .xlsx), and all key inputs, chart ranges, and tabs can be adapted.
A few sheets use light protection to prevent accidental formula edits; input areas are unlocked for you to change.
Do I get updates? ⌄
If I ship a minor update within 6 months of purchase, I’ll email it to buyers free. Since it’s formula-based, you can copy your data into the new version in a few minutes.