Procurement schedule workbook.
It tracks every package from tender allowance through to placed order, with automatic back-calculation of order-by dates (including design lead-times), buy-down tracking, and live RAG status.
- Cover & Settings — project info plus the global drivers: project start, PC date, default tender period (4 wks), review/negotiation (2 wks), order placement (1 wk), buy-down target (5%), and RAG amber/red thresholds (4 wks / 2 wks before order-by). Today's date is auto-pulled and drives all the RAG calculations.
- Procurement Schedule — the main worksheet, 27 columns organised into six grouped sections:
- Package Information — Pack #, description, trade, design Yes/No flag
- Commercial — Tender Allowance, per-package Target Buy-Down %, calculated Target £, Procured Value, and three variance columns (£ vs allowance, £ vs target, % vs allowance)
- On-Site & Order By — Required-on-site date, Design Period (weeks), Lead Time (weeks), and the auto-calculated ORDER BY DATE (back-calculated from required-on-site less design less lead)
- Pre-Order Activities — Tender period, review/negotiation, order placement, all back-calculating to ISSUE RFQ BY date
- Progress & Actual Order — RFQ Issued Y/N, Tenders Returned Y/N, PO Placed Y/N, Order Date, Selected Supplier
- Status & Risk — Days to Order-By countdown, RAG status (auto-coloured green/amber/red), and a comments column
- Buy-Down Summary — live dashboard showing tender allowance vs target vs procured, performance vs target on packages procured to date, RAG status counts (with allowance values), and saving achieved.
- Lead-Time Guide — reference table of typical design + manufacture lead times by package type for UK construction (substructure, frame, envelope, MEP, internal finishes, specialist), so you know what to put in the design and lead-time columns.
