Trial cost and maintenance worksheet
Separate initial work, recurring charges, human review and maintenance, with the basis for every estimate.
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.
Download working materials
Editable templates and synthetic examples. No real customer information.
Editable Markdown templateDownload ↓