ContractorsSpreadsheet
Long-lead equipment tracker
A free spreadsheet for electrical contractors to plan and track switchgear, transformers, generators and other long-lead equipment — working backwards from the date each item is needed on site, and recording every ship date change along the way.
What's inside
- A backwards planner: enter the need-on-site date, transit time, current lead time and review time, and the tracker calculates the latest dates to submit, get approval and release each order
- An order tracker for every long-lead item: submittal status, order date, acknowledgment, promised ship date and delivery
- A ship date history, so every change is recorded with the date you were told and who told you
- Automatic warnings when a promised ship date falls after the date the job needs the equipment
- A delivery checklist for offloading, rigging, storage and inspection on arrival
Works in Microsoft Excel and Google Sheets.
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Preview
| Item | Need on site | Latest submittal date | Submittal status | Promised ship date | At risk? |
|---|---|---|---|---|---|
| Main switchboard | [DATE] | [DATE] | Approved | [DATE] | No |
| 500 kVA transformer | [DATE] | [DATE] | Under review | — | Check |
| 250 kW generator | [DATE] | [DATE] | Sent | — | Yes |
How to use it
How do you manage long-lead electrical equipment on a project?
Read the guide →Want this done for you?
Project Tracker follows every long-lead item from submittal to delivery, compares promised ship dates with the date each job needs them and flags slips early.