Construction Project List Template (Free Excel & Word)
Download this template - free
Create a free SUNAGO account to download this template (Word & PDF) from your Templates library - and generate your own, pre-filled from your live project data.
A construction project list template gives you one spreadsheet that registers every completed job - contract value, your firm’s role, dates, and client - so you can filter to the projects relevant to a tender and generate an experience schedule in minutes. It is free to download: create a free account to get the PDF and the editable Excel and Word versions, then use the guide to set it up as the live source behind all your bids.
Get the construction project list template - free to download:
- The print-ready PDF - A4.
- The editable Excel & Word versions - the .xlsx (pre-set columns and filters) and the .docx experience-schedule layout, and the option to generate your list from your live project data.
Every file is free. Create a free account to download - that is the only step.
Once you have the editable version, prefer Google Sheets? Upload the .xlsx to Google Drive and open it with Sheets - the columns and filters convert cleanly. The Excel file ships pre-filled with example rows from a fictional engineering and construction firm so you see the pattern before you replace it.
What a construction project list is for
A construction project list is the register of everything your firm has built or delivered - one row per completed job. Contractors, subcontractors, and engineering consultancies keep it for a single reason: nearly every tender and prequalification asks for a schedule of comparable completed projects, and rebuilding that list from memory each time is slow and error-prone.
Kept properly, the list is the data layer beneath all your business-development documents. You filter it to the projects that match a specific tender, then export those rows as the experience schedule - or feed them into a designed project portfolio template for a pitch, or a project one-pager template for a single flagship job. The list is the database; the portfolio and one-pager are the outputs.
What’s in the template - the columns that matter
The spreadsheet is a structured register with the columns evaluators and estimators actually use:
| Column | Purpose |
|---|---|
| Project name / client / location | Identifies and locates the job |
| Contract value (or band) | Lets a reviewer judge scale; use bands where confidentiality applies |
| Role | Prime, subcontractor, JV partner, design-only - never left vague |
| Delivery method | Design-bid-build, design-build, construction management |
| Start / completion date | Establishes recency against a tender window |
| Sector + work-type tags | Drives filtering to relevant work |
| Reference contact + consent date | Makes each row bid-ready |
The tags column is what turns a static history into a tool: with work-type and value-band tags you filter a hundred jobs down to the six that match a tender in seconds.
How to use the construction project list template
- Set up one row per completed project. Keep it a database, not a document - every job is one filterable record.
- Fill the core columns for every job. Name, client, location, contract value, role, delivery method, dates, and sector, using value bands where confidentiality requires.
- Tag each project by work type and scale. Work-type and value-band tags let you filter to a tender’s requirements instantly.
- Add the reference contact and consent date. A named reference per row means no permission scramble at deadline.
- Filter to the tender and export the shortlist. Filter by work type, value band, and recency, then export the matching rows to Word or PDF as your experience schedule.
Example rows, filled in
The template ships with example rows from Meridian Engineering Consultants, a fictional civil and environmental firm. Two rows read like this:
Northgate Water Reclamation Facility · City of Northgate Utilities · Northgate · $15-20M · Prime consultant · Design-bid-build · 2023-2025 · Municipal water · Tags: water, treatment, >$10M · Ref: Director of Utilities (consent 2025-11)
Harbor Road Logistics Park · Continental Freight Ltd · Portside · $8-12M · Design & site engineering · Design-build · 2022-2024 · Private / industrial · Tags: sitework, industrial, $5-10M · Ref: Development Manager (consent 2024-08)
Each row is complete, tagged, and reference-ready, so building a tender schedule is a filter-and-export, not a rewrite.
Where the data comes from - capture it at closeout
The list works only if it is maintained. The discipline is simple: at every project closeout, add one row while the facts are fresh - final value, actual completion date, and the reference contact who agreed to be named. A project reference sheet is the single-project version of the same record; the list is many of them in one place. Firms that capture rows at closeout keep an always-ready experience database; firms that reconstruct the list per tender lose hours and introduce the date and value contradictions that evaluators flag.
What the evaluator checks first
Construction tenders screen the experience schedule before scoring anything else. EU procurement law lets buyers require “a list of the works carried out over at most the past five years” with certificates of satisfactory execution (Directive 2014/24/EU, Annex XII); US federal buyers verify past performance through SAM.gov. A reviewer’s first pass checks that completion dates fall inside the tender window, that contract values reach the required scale, that your role is a matching one (not a minor sub on a flagship job), and that references are named and reachable. A well-tagged list lets you filter to exactly the rows that pass those checks.
Keep the list live - one source for every document
A spreadsheet drifts: values settle after final accounts, contacts change roles, jobs complete between tenders. The free project reference manager from SUNAGO keeps this list as a live database and generates experience schedules, portfolios, capability statements, and one-pagers from the same rows - so a settled final value or a new completion updates every document that uses the project. Create a free account to download the template and generate your list straight from your project data.
Related templates and guides
- Project portfolio template - turn selected rows into a designed multi-project showcase
- Project sheet template - the single-project record behind each row
- Project one-pager template - a flagship job on one page for a bid annex
- Capability statement template - the one-page firm summary the list feeds
- What a capability statement is and how to write one - the full guide to the companion document
Frequently asked questions
What is a construction project list?
A construction project list is a structured register of a contractor's or consultant's completed jobs - one row per project, with contract value, role, dates, and client - used to demonstrate experience in bids and prequalification. It is the internal database that a project portfolio, a capability statement, or a tender experience schedule is generated from.
What should a construction project list template include?
Columns for project name, client, location, contract value (or value band), your firm's role, delivery method, start and completion dates, sector, work-type tags, and a reference contact with consent date. Those fields let you filter to the projects relevant to any tender and export them as an experience schedule.
Is the construction project list template free?
Yes. Every file is free: the print-ready PDF and the editable Excel and Word versions cost nothing. Creating a free SUNAGO account is the only step - it unlocks the download and lets you generate the list from your own project data. A one-line credit sits in the footer, which you may keep or remove. To use the editable file in Google Sheets, upload the .xlsx to Google Drive and open it with Sheets - the columns and filters convert cleanly.
How is a project list different from a project portfolio?
A project list is the data layer - many jobs in a filterable spreadsheet. A project portfolio is the presentation layer - a few selected projects in a designed document. You keep the list current and generate a tailored portfolio, capability statement, or one-pager from the rows that match each submission.