# Trial cost and maintenance worksheet

Original guidance and working materials. Validate against your business; these are not measured project results or delivery commitments.

## Define the measurement scope

- Business scope, volume and period: ____
- Currency, tax basis and quote date: ____
- Current workflow effort records: ____

## Record each item

| Item | Initial or recurring | Amount or hours | Period | Evidence and open conditions |
| --- | --- | --- | --- | --- |
| Data and template preparation | Complete | Complete | Complete | Complete |
| Configuration, development and integration | Complete | Complete | Complete | Complete |
| Accounts, usage and operation | Complete | Complete | Complete | Complete |
| Human review and exceptions | Complete | Complete | Complete | Complete |
| Maintenance, upgrades and training | Complete | Complete | Complete | Complete |

## Compare consistently

Sum initial and recurring costs separately. Label quotes, estimates and assumptions. Record human time separately from cash costs. Released time does not automatically become a cash saving or headcount reduction.

## Review and update

- Actual costs versus estimates: ____
- Changes in review, exceptions and maintenance: ____
- Next review date and owner: ____

This worksheet contains no market prices or revenue forecasts. Complete it using your own business scope, contracts and records.