When you need it
Use when a contractor or owner needs to assess alleged loss of productivity. Begin while production and resource records can still be reconciled, before selecting comparison periods or estimating loss.
XLSX /
AI tools and documents for engineering and project management.
Disruption and Productivity Evidence Worksheet
Organize comparable production and resource records for assessment of alleged disruption.
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 worksheet establishes whether compared work and labour records are genuinely comparable. It distinguishes event-related working conditions from learning, weather, rework or resource changes that may also explain lower output.
How to complete it
- Define Work / period with consistent trade, location and work type. Record Production quantity and Resource hours from traceable records covering the same activity boundary.
- Document Working condition and Disrupting event alongside Other influences. Separate identifiable idle time, rework and unallocated hours instead of forcing them into one productivity figure.
- Explain Comparability limitation and Analysis reference for competent review. Preserve exclusions and unanswered causal questions before a separate analysis proposes any recoverable amount.
Who prepares and reviews it
A productivity or claims analyst prepares it with trade supervisors, timekeeping staff and planners. A specialist reviewer checks comparability and method; commercial and legal roles assess entitlement and recoverability separately.
A mistake to avoid
Comparing total payroll hours with installed quantities from only one work area produces a distorted productivity measure and may attribute unrelated time to the alleged disruption.
Illustrative example
Illustrative example: cable installation output falls during repeated area handovers. The worksheet matches installed quantities with attributable crew hours and records changing access, cable sizes and crew composition. The analyst then decides whether a comparison period can isolate the handover effect sufficiently to support further assessment.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Population and comparison
- Data reconciliation
- Causal evidence
- Method and limitations
- Open points, competent review and decision
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Activity-level production quantities and labor hours
- Timesheets and resource allocation records
- Work conditions, changes and constraints
- Proposed comparison periods and contract basis
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief