Construction Progress Claim, Variation & Retention Tracker - Excel & Google Sheets (Global)

Track every progress claim, variation and retention dollar in one workbook - for contractors and subcontractors anywhere English-language contracts are used.

What's inside

• Progress Claims schedule. Claim #, project, period end, value to date, previous certified. Grey columns calculate this-claim gross, retention withheld, net payable and ageing (PAID / DUE SOON / OVERDUE n days). Statuses: Draft, Issued, Certified, Paid, Disputed.

• Variation register. Submitted and approved amounts, status, dates, and a Work-started flag. If work starts before approval the row flags UNSIGNED EXPOSURE and the dollars roll onto the Dashboard.

• Retention ledger. Per project: held, released, outstanding, release milestone date, days past milestone. Flags PAST MILESTONE when retention is still held after the date.

• Dashboard. Contract sum, claim gross, outstanding and paid claims, retention held/released/outstanding, approved and open variations, unsigned exposure, overdue count, and check counts.

• Setup. Company name, currency (AUD/USD/GBP/EUR/CAD/NZD/Other), default retention %, overdue-alert days, optional as-of date.

• BLANK + EXAMPLE (three fictional steel fab / fitout jobs, fixed at 06/11/2026) and a short Guide PDF.

Good to know

• Global commercial payment-admin aid. Editable retention % and currency. Not tied to any one country's legislation.

• NOT legal advice. NOT a statutory payment claim form under any Security of Payment, Construction Lien, Mechanic's Lien or similar Act. Retention rates and notice periods vary by contract and jurisdiction - confirm with a lawyer.

• Differentiates from free single-page claim templates by combining claims + variations + retention + dashboard in one linked workbook.

• Works in Excel and Google Sheets. No macros. Holds 50 projects, 200 claims, 150 variations.

• It doesn't lodge claims, send emails or connect to your accounting package.

Digital download (zip).