Charity spreadsheet
$30-100 USD
Paid on delivery
I am working with a number of charities and we need to track the progress of projects that they undertake.
A bid for funding will be submitted to a funding organisation, if they are successful the charity needs to track the project costs based on time spent doing the work and expenses.
We need to be able to track separate projects and also merge all the projects into one worksheet to get an overall breakdown of cash flow and expenditure and cash at bank.
## Deliverables
I am working with a number of charities and we need to track the progress of projects that they undertake.
A bid for funding will be submitted to a funding organisation, if they are successful the charity needs to track the project costs based on time spent doing the work and expenses.
We need to be able to track separate projects and also merge all the projects into one worksheet to get an overall breakdown of cash flow and expenditure and cash at bank.
I have started this project with another programmer and we are nearly there but he has let me down and can’t finish the programming so I have a near working model for you to look at to get an idea of what is required.
An example would be:-
We have a project to deliver reading lessons to ethnic minority parents a bid is proposed and funding is awarded for delivery during September 2010 to March 2011 for £700
I need to ask a series of questions and the answers are put into the spreadsheet
What is the project name "Reading Lessons for EMP"
When will the project be delivered "September 2009 to March 2010
What are the:-
Salary Costs = £350
Volunteer Expenses = £70
Telephone = £7
Travel = £0
Stationery and Postage = £0
Printing and copying = £70
Professional Fees = £70
Insurance = £0
Accountancy = £7
Training = £100
Rent = £70
Electricity = £26
Other Overheads £0
ICT £0
Once we have entered the data we press a button that builds a worksheet and names it based on the project name
This way we can track the expenses and time scale for each project within one spreadsheet. In the example data above the project will run from Sep 2010 to March 2011 - 7 months the incoming funding will be £700 we can at this point estimate that £100 will be spent each month, we need to breakdown the income into the expenditure categories on a month by month basis e.g Sept 2010
Salary Costs = £50
Volunteer Expenses = £10
Telephone = £1
Travel = £0
Stationery and Postage = £0
Printing and copying = £10
Professional Fees = £10
Insurance = £0
Accountancy = £1
Training = £14.29
Rent = £10
Electricity = £3.72
Other Overheads £0
ICT £0
The charity may run over 40 projects over the year so we need to merge individual projects into an All Projects worksheet to get an overall picture of the income and expenditure.
Once a project has been delivered we need to delete it so that we can manage the overall ongoing spreadsheet if we delete a project we need to rebuild the All Projects worksheet based on the projects that are left.
We need to be able to adjust the projected figures to actual figures as the project progresses by inputting into the project spreadsheet then press an update "All Projects" button to update the "All Projects" spreadsheet.
We will be working with people that do not have a great understanding of computers and spreadsheets so error checking will be vital e.g do not allow the same project name to be used.
Formatting of the individual projects and the All Projects to print A4 sheets landscape is required
If you have any questions please feel free to contact me
Project ID: #3406058
About the project
Awarded to:
3 freelancers are bidding on average $50 for this job
