Construction Project Manager Templates

Looking for Construction Project Manager Templates to download? See the main templates that a Construction Project Manager would use in their day-to-day work.

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Construction Project Manager Templates

There is a huge number of templates that someone in the Construction Project Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Construction Project Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Schedule
2. Budget Tracker
3. Risk Assessment
4. Change Order Request
5. Daily Construction Log
6. Meeting Minutes
7. Request for Information (RFI)
8. Submittal Register
9. Punch List
10. Project Closeout Checklist

Reports

Reports are often prepared by a Construction Project Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Project Progress Report
2. Cost Analysis Report
3. Resource Allocation Report
4. Risk Assessment Report
5. Quality Control Report
6. Schedule Adherence Report
7. Safety Incident Report
8. Stakeholder Communication Report
9. Change Order Report
10. Subcontractor Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Construction Project Manager does and how they do it.

1. Project Initiation SOP
2. Project Planning SOP
3. Budget Management SOP
4. Risk Assessment SOP
5. Quality Control SOP
6. Procurement SOP
7. Construction Execution SOP
8. Change Management SOP
9. Communication Management SOP
10. Project Closure SOP

Presentations

Construction Project Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Project Status Update Template
2. Budget and Cost Analysis Template
3. Risk Management Template
4. Schedule and Timeline Template
5. Quality Control and Assurance Template

Legal Docs

There are several key times when a Construction Project Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Construction Contract Template
2. Change Order Template
3. Subcontractor Agreement Template
4. Request for Information (RFI) Template
5. Notice of Completion Template

Health & Safety Templates

Health & Safety templates for a Construction Project Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Construction Project Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Resource Allocation Calendar
3. Equipment and Machinery Calendar
4. Construction Milestones Calendar
5. Team Meeting and Communication Calendar

Invoice Templates

Several types of Construction Project Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Progress Invoice
2. Final Payment Invoice
3. Change Order Invoice
4. Retainage Invoice
5. Subcontractor Invoice

Survey Templates

For a Construction Project Manager to get insights related to the work they do, they need to send out Construction Project Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Project Progress Survey
4. Safety and Compliance Survey
5. Supplier Evaluation Survey

Meeting Agendas

Having premade Construction Project Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Design Review Meeting
4. Construction Coordination Meeting
5. Project Close-out Meeting

Budget Templates

To manage finances well, a Construction Project Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Project Budget Template
2. Labor Budget Template
3. Material Budget Template
4. Equipment Budget Template
5. Overhead Budget Template

Dashboards

Dashboards are a useful way for a Construction Project Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Budget and Cost Dashboard
3. Resource Allocation Dashboard
4. Risk Management Dashboard
5. Schedule and Timeline Dashboard

Proposal Templates

For bidding or requesting work, a Construction Project Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Project Cost Proposal
2. Construction Schedule Proposal
3. Quality Control Proposal
4. Safety Plan Proposal
5. Change Order Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Construction Project Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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