Project Report

Project report checklist before you submit to the bank

Most queries raised on a project report are not judgement calls about the business. They are arithmetic and consistency failures that the preparer could have caught in ten minutes. Run this list before the file leaves your office.

Project Report6 min read

Reconciliation checks

  • Does the balance sheet balance in every projected year, not just year one?
  • Does depreciation in the P&L equal the depreciation chart total for that year?
  • Does the net block in the balance sheet equal opening block plus additions less accumulated depreciation?
  • Does the closing loan balance match the repayment schedule for that year?
  • Does interest in the P&L match the interest column of the repayment schedule?
  • Does the movement in reserves equal profit after tax less drawings?
  • Does closing cash in the balance sheet match the cash flow statement?

Ratio checks

  • Is average DSCR between 1.5 and 2.0, with no year below roughly 1.25?
  • Is the current ratio at least 1.33 in each projected year?
  • Is debt–equity within 2:1?
  • Does the break-even point sit comfortably below projected capacity utilisation?

Document matching

  • Does every fixed-asset line have a quotation, and does the amount match exactly?
  • Do the promoter's name and address read identically across the report, KYC and application?
  • Does the scheme named in the report match the scheme applied for?
  • Is the loan amount in the means of finance the same as the amount requested?
  • Are category claims backed by a certificate?

Plausibility checks

  • Can the stated capacity physically produce the projected sales?
  • Is the utilisation ramp across years realistic for a new unit?
  • Do salary and rent figures match local rates rather than round-number placeholders?
  • Do the working capital holding periods match the trade the unit is actually in?
  • Are all assumptions stated on the assumptions page?

The one that catches everyone

After any late change — a revised quotation, a different loan amount, an extra year of tenure — re-run every reconciliation check above. A single edit to the asset schedule touches depreciation, the P&L, the net block, the cash flow and the DSCR. Spreadsheets do not warn you when one of those links quietly stops holding.

Generate your first report free

Everything in this guide, computed for you — projections, DSCR, working capital and every annexure a bank asks for. No card required.

Start free
All articles