🧭 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
Included at a glance
Excel- 🧭 Quick Start Guide
- 📊 Dashboard with dynamic charts
- 📅 Annual Tracker with approvals & status
- 📁 5-Year Tracker with categories & plants
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.