Project management discipline

Cost & Financial Analysis

Build business cases, compare investments, establish budgets, and forecast the final cost of delivery.

Management question

Is this project financially viable, and where is its budget heading?

21 focused tools

01

Frame

State the decision and the audience before selecting a metric.

02

Validate

Confirm status date, units, baseline, source owner, and confidence.

03

Act

Record the conclusion, decision owner, threshold, and next review.

Available analyses

Choose the output your decision requires

Full library
01

ROI Calculator

Measure return relative to investment cost.

Includes interpretation guidance
02

NPV Calculator

Value future cash flows in today's money.

Includes interpretation guidance
03

IRR Calculator

Estimate the discount rate at which NPV becomes zero.

Includes interpretation guidance
04

Advanced IRR & MIRR

Compare IRR, MIRR, and NPV for complex cash flows.

Includes interpretation guidance
05

Payback Period

Estimate how quickly an investment recovers its cost.

Includes interpretation guidance
06

Benefit–Cost Ratio

Compare discounted benefits with discounted costs.

Includes interpretation guidance
07

Break-Even Analysis

Find the volume or time needed to cover fixed and variable costs.

Includes interpretation guidance
08

Depreciation Calculator

Plan asset value and expense over its useful life.

Includes interpretation guidance
09

Portfolio NPV

Compare value creation across a group of projects.

Includes interpretation guidance
10

Budget at Completion

Develop and review the approved total project budget.

Includes interpretation guidance
11

Cost Variance

Compare earned value with actual cost.

Includes interpretation guidance
12

Estimate at Completion

Forecast final project cost from current performance.

Includes interpretation guidance
13

EAC Scenario Analysis

Compare alternative EAC forecasting formulas.

Includes interpretation guidance
14

Variance at Completion

Forecast the expected overrun or underrun at completion.

Includes interpretation guidance
15

Project Profit Margin Calculator

Calculate project gross profit and margin to assess commercial performance against the approved revenue and cost forecast.

Includes interpretation guidance
16

Project Burn Rate Calculator

Measure average monthly project expenditure and estimate how long the remaining approved budget can support the current spending rate.

Includes interpretation guidance
17

Hourly Project Cost Calculator

Convert total labor, non-labor, and overhead cost into a defensible blended project cost per productive hour.

Includes interpretation guidance
18

Contingency Percentage Calculator

Express contingency reserve as a percentage of the base cost estimate and review the resulting risk-adjusted budget.

Includes interpretation guidance
19

Project Cost Estimate Accuracy Calculator

Compare the approved cost estimate with actual cost to quantify estimating error and direction of bias.

Includes interpretation guidance
20

Project Budget Overrun Percentage Calculator

Calculate the amount and percentage by which actual or forecast project cost exceeds the approved budget.

Includes interpretation guidance
21

Project Budget Utilization Calculator

Measure how much authorized project budget has been consumed and compare remaining funding with remaining time or scope.

Includes interpretation guidance