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Project Charter

Summarize the project mandate, key data, objectives, phases, costs, and responsibilities in one document.

Current version 1.0
Preview of the Project Charter Excel template
Project Charter with key data, objectives, phases, costs, and responsibilities.

The Project Charter Excel template consolidates the essential information of a project in a consistent document. It combines the project description, key data, dates, commercial information, objectives, phases, cost estimates, labor hours, and responsibilities.

Calculated values and planned values can be compared and supplemented with comments. Project team, remarks, and handover fields complete the documentation.

Included sections:
• Project name, description, cost object, and external number
• Internal project name, summary, client, and execution location
• Project start, execution period, and defined start and end events
• Commercial expectations, contractual penalties, and order type
• Project objectives and up to 18 project phases
• Order values, allocations, discounts, material, labor, and overhead costs
• Labor hours, project team, remarks, and handover fields

The template supports internal project documentation. It does not replace legal review or individual contract drafting.

System requirements

Microsoft Excel 2016 or later
Microsoft 365 recommended
Windows recommended and ZIP Software
Macros enabled (macro-enabled versions only)
laguage German

Installation

Download the template.
Open the Excel file.
Enable macros if required.
Enter your license key (if applicable).
Start using the template immediately.

Support

If you have any questions or technical issues, the SK-Synergie support team is happy to assist you.