When you need it
Prepare this checklist before undertaking or independently checking an engineering calculation, and revisit it when survey data, operating requirements or design assumptions change during development of the calculation package.
XLSX /
AI tools and documents for engineering and project management.
Calculation Input and Assumption Checklist
Confirm source, revision, unit, range, applicability and owner for every calculation input and assumption.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
The checklist exposes uncertainty before it becomes a precise but misleading result. It helps the engineer decide which inputs are sufficiently supported and which require confirmation or sensitivity testing.
How to complete it
- Define the calculation identity and purpose, then list the design basis, criteria and source revisions used to establish the input boundary.
- Enter each parameter, value, unit and source locator in the input table; distinguish confirmed information from values still awaiting verification by a named reviewer.
- Document assumptions, coordinate conventions and software version, then use Independent verification and gaps to identify checks needed before the competent approval route proceeds.
Who prepares and reviews it
The calculating engineer prepares the input list with survey, process and other discipline contributors. An independent checker reviews units, sources and applicability; competent approval follows the project's engineering responsibility and delegation arrangements.
A mistake to avoid
Avoid hiding assumptions inside a calculation file; an unexplained value may be reused as a verified requirement by another engineer later.
Illustrative example
Illustrative example: a retaining wall calculation uses groundwater observations collected in a dry month. The checklist identifies the measurement source and marks the adopted design water level for confirmation. The checker requests an engineering assessment of seasonal conditions before the wall design is finalized.
Document contents
- Document control
- Calculation identity and purpose
- Basis and sources
- Inputs, loads and parameters
- Units and coordinate conventions
- Assumptions and limitations
- Method and software/version
- Independent verification and gaps
- Competent approval route
Required inputs
- Project name, location, scope and responsible organization
- Project jurisdiction and confirmed regulatory applicability
- Contract document hierarchy and conflict resolution route
- Source titles, exact revisions and relevant sections
- Design basis
- Design criteria
- Calculation inputs
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief