Seven Excel templates covering the commercial side of a project: changes, valuations, cost forecasting, subcontractor performance, procurement and final account. Built by the quantity surveyors behind Gather. Direct download, no form to fill in.
Commercial management is the discipline of protecting a contractor's entitlement to time and money throughout a project, through disciplined change control, accurate valuations, forecasting to completion and a final account that reconciles cleanly instead of becoming its own dispute.
Log and value instructed changes (NEC4) and variations (JCT) as they happen.
Change controlView templateTrack every NEC4 compensation event from notification to implementation, with the 8 week time bar calculated automatically.
NEC4View templateBuild a monthly valuation with a clear breakdown of work done, retained and previously certified.
ValuationView templateForecast the cost to finish from actuals to date and remaining scope.
ForecastingView templateTurn diary and allocation data into a scored procurement record.
ProcurementView templateTrack packages and long lead items against the dates the programme needs them.
ProcurementView templateReconcile every change, claim and valuation into a single final account position.
Final accountView template| Template | Core fields | Best for |
|---|---|---|
| Variation Tracker | Reference, description, value, status, approval date | JCT variation control |
| CE Log | Clause 60.1 trigger, notification date, 8 week time bar, quotation status | NEC4 compensation event management |
| Pay Application / Valuation | Work done to date, retention, previously certified, amount due | Monthly interim valuations |
| Cost to Complete | Actuals to date, remaining scope, forecast final cost | Monthly CVR and forecasting |
| Subcontractor Scorecard | Output, quality, safety and programme scores by package | Performance review and future procurement decisions |
| Procurement Register | Package, lead time, order date, need-by date, status | Long lead item tracking |
| Final Account Tracker | All changes, claims and valuations reconciled to one position | Final account negotiation and close out |
These are the highest stakes spreadsheets on the project and the ones most likely to be one version behind reality. A CE log that misses one instruction, a valuation built from a cost report that is three weeks stale, or a final account tracker that does not reconcile back to every prior valuation, all cost real money at the point they matter most: negotiation.
The templates in this pack are built to the correct commercial logic. What they cannot do is guarantee every underlying event actually gets logged, which is the gap that turns a well built tracker into an incomplete one.
Gather's AI QS reviews your site records against the contract and surfaces the changes, events and claims your team has not logged yet, so your commercial position is complete before the negotiation, not during it.
See how the AI QS builds your commercial position A 30 minute call. No commitment. Bring one of your live contracts.They are contract-specific terms for the same underlying idea: a change to scope, time or cost. NEC4 contracts run instructed changes through compensation events under clause 60. JCT contracts run them through variations under clause 5. Use the tracker that matches your contract form, not both at once.
Ideally every time a change, claim or valuation is agreed, not just at the end of the project. A final account built entirely at close out is where disputes over forgotten items usually start.
Yes. A scorecard built from actual output, quality and programme data over several projects is a far stronger basis for a procurement decision than reputation alone.
Gather reads your site records as they come in and keeps your commercial position complete and up to date automatically.
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