How I Track Project Budgets in Power BI (Template Walkthrough)
Автор: Power Guides by Adair-Major Consulting
Загружено: 2025-08-17
Просмотров: 381
👉 Get the ready-to-use Power BI Project Budget Template here: https://www.adairmajor.com/downloads
Do you spend hours updating Excel project budget trackers, only to redo everything for stakeholders? In this video, I’ll show you how I track project budgets faster with Power BI using a plug-and-play template designed for project managers and SMB owners.
I’ve managed multi-million dollar transformation budgets, and this system has saved me hours every week — and helped clients save millions by making better, faster decisions.
This template is perfect for:
Project Managers who want exec-ready reports in minutes
Professionals stuck in Excel rework
Small & medium-sized businesses looking to manage budgets more efficiently
Chapters:
00:00 – Why Excel project budgets waste your time
00:13 – My story: managing multi-million dollar budgets
01:07 – The Power BI budget solution
01:30 – Key principles: efficient, exec-ready, proactive
03:35 – The #1 chart: Burn-up explained
04:16 – Deep-dive dashboards: cost, AI visuals, future payments
05:34 – Bonus: Definitions page & guide
More from Adair-Major Consulting:
➡️ Thanks for watching. If you'd like the entire file, walkthrough doc and dummy data, you can sign up for a free membership to get access to all the tutorial materials right here: https://www.adairmajor.com/downloads
➡️ https://www.adairmajor.com
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