Cost Rollup Data Flow

Overview

ForgeX uses a sophisticated three-level cost rollup system: Items → Scopes → Bids. Each level applies specific calculations and markups to produce accurate project estimates.

Flow Diagram

🔍 Click diagram to expand

Level 1: Item Calculations

Each module has its own calculation logic:

Concrete Items

View Calculation Details

// Cubic yards
sf = length × width
cubicYards = (length × width × depth) / 27

// Rebar
rebarPoundsPerSF = lookupRebarRate(slabRebarSize, slabRebarOC)
totalRebarPounds = sf × rebarPoundsPerSF
rebarPoundsWithWaste = totalRebarPounds × 1.10  // 10% waste

// Costs
concreteBaseCost = cubicYards × mixPricePerCY
concreteTaxAmount = taxExempt ? 0 : concreteBaseCost × concreteTaxRate
concreteCost = concreteBaseCost + concreteTaxAmount

rebarBaseCost = rebarPoundsWithWaste × rebarPricePerPound
rebarTaxAmount = taxExempt ? 0 : rebarBaseCost × rebarTaxRate
rebarCost = rebarBaseCost + rebarTaxAmount

totalCost = concreteCost + rebarCost

View Concrete API →

Labor Items

View Calculation Details

// Base cost
baseCost = quantity × hoursPerDay × days × ratePerHour

// Soft costs (payroll taxes)
ficaAmount = baseCost × 0.0765    // 7.65%
futaAmount = baseCost × 0.006     // 0.6%
sutaAmount = baseCost × 0.0175    // 1.75%

// Auto costs (vehicles)
autoDepreciation = baseCost × 0.03  // 3%
autoFuel = baseCost × 0.02          // 2%
autoInsurance = baseCost × 0.01     // 1%

totalCost = baseCost + fica + futa + suta + autoCosts

View Labor API →

Equipment Items

View Calculation Details

// Base rental
baseRentalCost = quantity × duration × ratePerUnit
rentalTaxAmount = taxExempt ? 0 : baseRentalCost × rentalTaxRate
rentalCost = baseRentalCost + rentalTaxAmount

// Additional charges
fuelCharge = quantity × days × fuelChargePerDay
deliveryFee = onPrevious ? 0 : deliveryFee
trucksCost = truckCount × truckHaulCost

totalCost = rentalCost + fuelCharge + deliveryFee + trucksCost

View Equipment API →

Material Items

View Calculation Details

// Waste factor
adjustedQuantity = quantity × (1 + wastePercent/100)

// Cost
baseCost = adjustedQuantity × unitCost
taxAmount = taxExempt ? 0 : baseCost × taxRate
totalCost = baseCost + taxAmount

View Material API →

Subcontractor Items

View Calculation Details

// Waste factor
adjustedQuantity = quantity × (1 + wastePercent/100)

// Base cost
subtotal = adjustedQuantity × ratePerUnit

// Buffer markup
totalCost = subtotal × (1 + buffer/100)

View Subcontractor API →

Miscellaneous Items

View Calculation Details

totalCost = quantity × ratePerUnit

View Misc API →

Level 2: Scope Rollup

Scopes aggregate all items by module and apply multiplier:

// Sum all items by module
scope.concreteCost = Σ ConcreteItem.totalCost
scope.laborCost = Σ LaborItem.totalCost
scope.equipmentCost = Σ EquipmentItem.totalCost

// Material cost EXCLUDES items linked to concrete (prevents double-counting)
// Items with sourceConcreteItemId are already counted in concreteCost
scope.materialCost = Σ MaterialItem.totalCost 
  WHERE sourceConcreteItemId IS NULL

scope.subcontractorCost = Σ SubcontractorItem.totalCost
scope.miscCost = Σ MiscItem.totalCost

// Apply scope multiplier
moduleTotals = concreteCost + laborCost + equipmentCost + 
               materialCost + subcontractorCost + miscCost
scope.totalCost = moduleTotals × multiplier

warning

Important (BM-32): Material items with sourceConcreteItemId are excluded to prevent double-counting concrete-generated materials.

View Scope API →

Level 3: Bid Rollup

Bids aggregate all scopes and apply module-level markups:

Step 1: Sum Scopes by Module

bid.concreteCost = Σ Scope.concreteCost
bid.laborCost = Σ Scope.laborCost
bid.equipmentCost = Σ Scope.equipmentCost
bid.materialCost = Σ Scope.materialCost
bid.subcontractorCost = Σ Scope.subcontractorCost
bid.miscCost = Σ Scope.miscCost

Step 2: Apply Module Markups

Each module applies 5 markup layers:

Workers Compensation (WC)

Percentage of hard cost

Overhead

Percentage of hard cost

Profit

Percentage of (hard cost + WC + overhead)

GL Pollution

Percentage of (hard cost + WC + overhead + profit)

Rental Insurance (Equipment Only)

Percentage of base rental cost

function calculateModuleTotal(moduleKey, hardCost, bid) {
  // Get module-specific rates
  const wcPercent = getModuleVariable(moduleKey, 'wc_percentage')
  const overheadPercent = getModuleVariable(moduleKey, 'overhead_percentage')
  const profitPercent = getModuleVariable(moduleKey, 'profit_percentage')
  const glPollutionPercent = getModuleVariable(moduleKey, 'gl_pollution_percentage')
  
  // Calculate markups
  const wcAmount = hardCost × wcPercent
  const overheadAmount = hardCost × overheadPercent
  const profitBase = hardCost + wcAmount + overheadAmount
  const profitAmount = profitBase × profitPercent
  const glPollutionBase = profitBase + profitAmount
  const glPollutionAmount = glPollutionBase × glPollutionPercent
  
  // Equipment only: add rental insurance
  let rentalInsuranceAmount = 0
  if (moduleKey === 'equipment') {
    rentalInsuranceAmount = baseRentalCost × rentalInsurancePercent
  }
  
  return hardCost + wcAmount + overheadAmount + profitAmount + 
         glPollutionAmount + rentalInsuranceAmount
}

Step 3: Calculate Subtotal

bid.subtotalCost = concreteWithMarkups + laborWithMarkups + 
                   equipmentWithMarkups + materialWithMarkups + 
                   subcontractorWithMarkups + miscWithMarkups

Step 4: Apply Bid-Level Overhead and Profit

// Overhead
bid.overheadAmount = subtotalCost × bid.overheadPercentage

// Profit (applied to subtotal + overhead)
profitBase = subtotalCost + overheadAmount
bid.profitAmount = profitBase × bid.profitPercentage

// Total
bid.totalCost = subtotalCost + overheadAmount + profitAmount

View Bid API →

Example Calculation

Input

Items:

Concrete: $10,000
Labor: $5,000
Equipment: $2,000

Scope:

Multiplier: 1.0 (no scaling)

Module Markups:

WC: 12%
Overhead: 10%
Profit: 15%
GL Pollution: 2%

Bid:

Overhead: 10%
Profit: 15%

Calculation

Scope Totals

concreteCost = $10,000
laborCost = $5,000
equipmentCost = $2,000
totalCost = $17,000 × 1.0 = $17,000

Module Markups (Concrete Example)

WC = $10,000 × 0.12 = $1,200
Overhead = $10,000 × 0.10 = $1,000
Base = $10,000 + $1,200 + $1,000 = $12,200
Profit = $12,200 × 0.15 = $1,830
GL Base = $12,200 + $1,830 = $14,030
GL = $14,030 × 0.02 = $280.60
Total = $14,310.60

Subtotal

Concrete: $14,310.60
Labor: $7,155.30
Equipment: $2,862.12
Subtotal = $24,328.02

Bid Overhead & Profit

Overhead = $24,328.02 × 0.10 = $2,432.80
Profit Base = $24,328.02 + $2,432.80 = $26,760.82
Profit = $26,760.82 × 0.15 = $4,014.12
Total = $30,774.94

Automatic Recalculation

Cost rollup is automatically triggered when:

✅ Item created/updated/deleted
✅ Scope created/updated/deleted
✅ Bid variables updated (overhead, profit)
✅ Pricing items updated
✅ Global variables updated

Performance Optimizations

⏰

Async Processing

Cost rollup runs asynchronously to avoid blocking API responses

📚

Batch Updates

Multiple item changes trigger single recalculation

🗄️

Database Caching

Scope and bid totals cached in database fields

🔄

Incremental Updates

Only affected scopes/bids recalculated

Manual Recalculation API

# Recalculate single scope
POST /api/costs/scope/:scopeId

# Recalculate scope and propagate to bid
POST /api/costs/scope/:scopeId/propagate

# Recalculate entire bid (all scopes)
POST /api/costs/bid/:bidId/full

# Recalculate bid totals only
POST /api/costs/bid/:bidId

info

Manual recalculation is rarely needed - the system auto-calculates on all relevant changes.

Overview​

Flow Diagram​

Level 1: Item Calculations​

Concrete Items​

Labor Items​

Equipment Items​

Material Items​

Subcontractor Items​

Miscellaneous Items​

Level 2: Scope Rollup​

Level 3: Bid Rollup​

Step 1: Sum Scopes by Module​

Step 2: Apply Module Markups​

Step 3: Calculate Subtotal​

Step 4: Apply Bid-Level Overhead and Profit​

Example Calculation​

Input​

Calculation​

Automatic Recalculation​

Performance Optimizations​

Async Processing

Batch Updates

Database Caching

Incremental Updates

Manual Recalculation API​

Related Resources​

Overview

Flow Diagram

Level 1: Item Calculations

Concrete Items

Labor Items

Equipment Items

Material Items

Subcontractor Items

Miscellaneous Items

Level 2: Scope Rollup

Level 3: Bid Rollup

Step 1: Sum Scopes by Module

Step 2: Apply Module Markups

Step 3: Calculate Subtotal

Step 4: Apply Bid-Level Overhead and Profit

Example Calculation

Input

Calculation

Automatic Recalculation

Performance Optimizations

Manual Recalculation API

Related Resources