FF&E Budget & Procurement System — Complete 9-Tab Excel Template for Interior Designers
After 12 years working across commercial interior design, construction administration, and project controls — managing projects from schematic design through procurement and installation — I built the system I always needed but could never find.This isn't a pretty spreadsheet. It's a working procurement operating system.──────────────────────────────────────WHAT'S INCLUDED (9 TABS, FULLY CONNECTED)──────────────────────────────────────📊 DashboardEnter your project info once. Everything else flows from here — client name, project address, phase, and a live budget summary that updates as you work.🪑 FF&E TrackerThe core of the system. 50 line items with dropdowns for status and category, auto-calculated net totals, client pricing, and full procurement fields (PO number, order date, ETA, vendor contact). Every formula is built in — just enter your costs.💰 Markup & PricingSet your markup percentage by category — seating, lighting, custom millwork, and 10 more. Pre-loaded with industry-standard ranges. Change one cell and every client price in the tracker updates instantly. One default markup covers any category not listed.🏠 Room SummaryAutomatic budget totals by room or area, powered by SUMIF formulas. Useful for client conversations about where the budget is allocated.📄 ProposalClient-ready proposal that pulls your project info and all pricing automatically. Net costs never appear. Print or export to PDF and send.📋 Client BudgetA separate client-safe version of the budget — description, vendor, qty, and client price only. No markup data, no net costs. Safe to share or include in a presentation.📅 Procurement TimelineAuto-populates item names and lead times from your tracker and visualizes them as a color-coded Gantt chart across a 16-week window. Color changes automatically by status: ordered, in transit, received, on hold, or cancelled.🧾 Purchase OrderCatzel-branded PO template with vendor info, ship-to, 15 line items, subtotal, tax, shipping, and total due. Terms and signature block included. Print-ready.📘 InstructionsStep-by-step walkthrough of every tab with a color legend so you know exactly which cells to edit and which to leave alone.──────────────────────────────────────WHO THIS IS FOR──────────────────────────────────────✔ Commercial and residential interior designers managing procurement✔ Design-build professionals who handle their own purchasing✔ Designers transitioning into procurement or project management✔ Anyone tired of juggling costs, markups, and proposals across multiple files──────────────────────────────────────HOW IT WORKS──────────────────────────────────────1. Fill in your project info on the Dashboard2. Set your markup percentages (or keep the pre-loaded ones)3. Enter items in the FF&E Tracker — costs, vendors, quantities, lead times4. Room Summary and Procurement Timeline update automatically5. Open the Proposal or Client Budget tab and export to PDFNo formulas to build. No setup. Open it and start working.──────────────────────────────────────TECHNICAL DETAILS──────────────────────────────────────• Format: Microsoft Excel (.xlsx)• Compatible with Excel 2016 and later, Microsoft 365• 9 connected worksheets, 1,500+ working formulas• Dropdown menus for status and category• Frozen headers and filters on the tracker• Print-ready proposal, client budget, and purchase order tabs• Input cells are clearly marked (blue text); formula cells are protected gray──────────────────────────────────────DELIVERY──────────────────────────────────────Instant download after purchase. One file, ready to use.Questions? Email cat@catzelinteriors.com
Get it → catzel.gumroad.com