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 ABOUT THIS TEMPLATE
Use this workbook to track Project Parameters, Project Details, and Project Totals during
Project Planning for Law Firms.
Fill in Company Name in Project Parameters worksheet and it is auto updated in other
worksheets.

Enter information in Project Parameters worksheet to update column charts, and in Project
Details worksheet. PivotTable in Project Totals worksheet is auto updated

Note:

Additional Instructions have been provided in column A of each worksheet. This text has
been intentionally hidden. To remove text, select column A, then select DELETE. To unhide
text, select column A, then change font color.

To learn more about tables in worksheets, press SHIFT and then F10 within a table, select
the TABLE option, and then select ALTERNATIVE TEXT. For PivotTable in Project Totals
worksheet, press SHIFT and then F10 within table, select PIVOTTABLE OPTIONS, and then
select ALT TEXT tab.
CrCompany Name
Ti Project Planning for Law Firms
CoCompany Name Confidential

TipShaded cells are calculated for you. You do not need to enter anything into them.
INTELLECTUAL BANKRUPTCY
EnPROJECT TYPE GENERAL PARTNER BUSINESS LAWYER DEFENSE LITIGATOR PROPERTY LAWYER LAWYER ADMIN STAFF TOTAL
Business Incorporation 10% 40% 0% 0% 0% 50% 100%
Business Acquisition 10% 40% 0% 10% 0% 40% 100%
Product Liability Defense 20% 0% 50% 0% 0% 30% 100%
Patent Application 10% 0% 0% 60% 0% 30% 100%
Employee Lawsuit 20% 10% 40% 0% 0% 30% 100%
Bankruptcy 10% 20% 0% 0% 40% 30% 100%
EnBlended rates $350 $250 $300 $275 $225 $125

Column chart showing comparison between Planned and Actual Cost is in cell at right, and column chart showing comparison between Planned and Actual Hours is in cell F14.
GENERAL PARTNER BUSINESS DEFENSE LITIGATOR INTELLECTUAL PROP. BANKRUPTCY ADMIN STAFF
PLANNED COST PLANNED vs. ACTUAL COST$78,750.00 $66,250.00 $105,000.00 PLANNED vs. ACTUAL HOURS
$35,750.00 $0.00 $66,250.00
ACTUAL COST $79,275.00 $67,375.00 $105,600.00 $34,650.00 $0.00 $67,000.00
PLANNED HOURS PLANNED COST ACTUAL225.00
COST 189.29 300.00 PLANNED102.14
HOURS 0.00
ACTUAL HOURS 189.29
ACTUAL HOURS
$120,000.00 226.50 192.50 350.00 301.71 99.00 0.00 191.43

300.00
$100,000.00

250.00
$80,000.00

200.00

$60,000.00

150.00

$40,000.00
100.00

$20,000.00
50.00

$0.00 0.00
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 Company Name
Cr
Ti Project Planning for Law Firms INFO
Company Name Confidential
Con
To add a row, select the bottom-right most cell in
the body of the table (not the totals row) and
En press Tab, or press SHIFT INFO:
and then F10 within
ESTIMATED ESTIMATED ACTUAL ACTUAL ESTIMATED ACTUAL ESTIMATED ACTUAL To addwhere
table a row,youselect thethe
want bottom-right
row inserted most
andcell in the
select
PROJECT NAME PROJECT TYPE START FINISH START FINISH WORK WORK DURATION DURATION body
Insertof| the
Tabletable (not
Rows the totals row) and press Tab,
Above/Below.
Project 1 Business Incorporation 9/6/2023 11/5/2023 9/16/2023 11/10/2023 200 220 59 54 or press SHIFT and then F10 within table where you
Project 2 Business Acquisition 10/6/2023 12/15/2023 10/16/2023 12/25/2023 400 390 69 69 want theall
Be sure row inserted
unused rowsand select
are Insert
deleted, as |the
Table Rows
Project 3 Product Liability Defense 2/3/2024 2/3/2024 2/3/2024 2/23/2024 500 500 0 20 Above/Below.
PROJECT TOTALS PivotTable will use all of the
Be surecells,
tables all unused rows arewould
and otherwise deleted, aserroneous
give the PROJECT
Project 4 Patent Application 3/24/2024 4/23/2024 4/23/2024 4/23/2024 150 145 29 0 TOTALS
results. PivotTable will use all of the tables cells, and
Project 5 Employee Lawsuit 4/13/2024 5/13/2024 4/23/2024 5/22/2024 250 255 30 29 otherwise would give erroneous results.
TOTAL 1500 1510 187 172 To delete this info tip, select any edge and press
Delete.

Page 5 of 6
GeCompany Name
Ti Project Planning for Law Firms
CoCompany Name Confidential
Estimated label is in ce ESTIMATED ACTUAL INFO:
PivotTable starting in
INFO
This PivotTable will not refresh automatically. To
Data refresh it, select it (any cell within the PivotTable), on
the PIVOTTABLE
This PivotTable willTOOLSnot |refresh
ANALYZE ribbon tab select
automatically. To
PROJECT NAME GENERAL PARBUSINESS DEFENSE LITIGINTELLECTUAL PBANKRUPTCY ADMIN STAFF GENERAL PARBUSINESS DEFENSE LITIGBANKRUPTCY INTELLECTUAL PADMIN STAFF Refresh.
refresh Or press
it, select SHIFT
it (any cell +within
F10 by selecting
the the
PivotTable),
Project 1 $7,000 $20,000 $0 $0 $0 $12,500 $7,700 $22,000 $0 $0 $0 $13,750 PivotTableTOOLS
on the PIVOTTABLE and select Refresh.
| ANALYZE ribbon tab
Project 2 $14,000 $40,000 $0 $11,000 $0 $20,000 $13,650 $39,000 $0 $0 $10,725 $19,500 press Refresh. Or press SHIFT and then F10
Project 3 $35,000 $0 $75,000 $0 $0 $18,750 $35,000 $0 $75,000 $0 $0 $18,750 within the PivotTable and select Refresh.
Project 4 $5,250 $0 $0 $24,750 $0 $5,625 $5,075 $0 $0 $0 $23,925 $5,438 To delete this info tip, select any edge and press
Project 5 $17,500 $6,250 $30,000 $0 $0 $9,375 $17,850 $6,375 $30,600 $0 $0 $9,563 Delete.
Total Result $78,750 $66,250 $105,000 $35,750 $0 $66,250 $79,275 $67,375 $105,600 $0 $34,650 $67,000

Page 6 of 6