Forecasting guide

How to calculate forecast final cost on a residential construction project

The useful number is not what the project has spent. It is what the project is now expected to cost when everything still outstanding is included.

The core concept

Forecast final cost combines cost already recognised with the cost still expected to finish the job. A basic conceptual formula is:

Forecast final cost = incurred or committed project cost + realistic remaining uncommitted cost.

The exact treatment of claims, commitments and actual cost depends on the project system, but the commercial principle is consistent: do not count the same obligation twice, and do not pretend an unbought scope has disappeared merely because there is no invoice yet.

Start with the budget, but do not force the forecast back to it

The budget is a baseline. Once tender returns, awarded packages, material quotes, variations or site conditions provide better information, the forecast should use that information. If a package is expected to exceed budget by $25,000, leaving the forecast at budget does not protect margin. It merely delays the admission.

Separate known procurement from uncovered scope

A tendered subcontract or quoted material gives you a known procurement forecast. Any budget that remains genuinely uncovered still needs an allowance until there is a defensible basis to release it. This prevents a favourable quote in one area from being treated as a saving while other scope remains unprocured.

Include commercial exposure

Pending variation cost, known scope gaps, likely rework and other identified risks belong in the forecast where the project is reasonably expected to incur them. They should not wait for an invoice to become real.

Review by category

Whole-project totals can hide problems. Review forecast variance by trade or cost category, identify the largest adverse movements, then record the reason and action. That is where the forecast becomes management information rather than arithmetic.

What management should get from the review

  • Current forecast final cost
  • Current variance to adjusted budget
  • Current forecast margin
  • Largest adverse and favourable category movements
  • Uncovered procurement or scope
  • Actions that can still improve the result