Finance & Payments

Schedule of Values & Interim Valuation Template (Excel)

Split the contract sum into work sections, enter % complete for each, and the work done to date, amount already certified and this valuation all calculate. Retention and materials on site are included. Use it to agree stage payments between contractor and client or QS.

Excel (.xlsx) · 9 KBWorks in Excel, Google Sheets and WPS5 downloads

Download Excel template Download PDF· 41 KB

Fill this in online instead — no Excel needed. Use the free Interim Valuation Calculator and print or send it in minutes. Open →

Preview — filled-in example

Open full screen ↗

View the filled-in preview (PDF)

In the Excel file, blue cells are for your figures. Grey cells are formulas and update automatically.

This is a general sample provided for information and reference purposes only — not legal or professional advice. Review carefully and consult a qualified professional before relying on it for your own project.

Prefer not to use a spreadsheet?

Do the same job in one of our free online tools — no formulas to maintain.

Interim Valuation Calculator →Building Cost Estimator →