PROJECT OVERHEAD CALCULATOR

Based on Standard Margins

Based on Production Capacity

Based on Resource Usage

SUMMARY

Overhead Allocation:

Overhead Allocation:

Overhead Allocation:

Total Estimate:

Total Estimate:

Total Estimate:

Company Information

The default margins shown will achieve the suggested estimate ratios of 78% Direct Cost,12% Overhead, and 10% Profit. Customize as preferred.

Target Overhead Margin%:

Target Profit Margin %:

Average Overhead costs per month $ (from Income Statement):

Company Production Capacity (in terms of TOTAL SALES $) per month:

Project Information

Direct Costs (Hard+Soft) of this Project $ (from Estimate):

Anticipated Project Duration in months:

Anticipated Management Resource Use% for this Project (avg % per month):

Small Projects=Higher relative %

(Management Resources = Client meetings, calls, emails, Scopes of Work development, change orders, sourcing products, supervisor time, sub meetings, inspections,etc.)

To calculate overhead allocation based on Direct Costs Production Capacity

Adjusted Company Direct Costs Production Capacity per month:

OH as % of Direct Costs

Percent of production capacity this project will consume:

Minimum Overhead allocation for this project should be:

OH as % of Estimate Price

Avg Monthly Overhead Contribution based on Production Capacity:

Projects of this size and duration necessary to cover Overhead:

To calculate overhead allocation based on Management Resource Use

OH as % of Direct Costs

Minimum Overhead allocation for this project should be:

Avg Monthly Overhead Contribution based on Management Resource Use:

OH as % of Estimate Price

Projects of this Management Resource Use and duration you can run concurrently:

Based on Standard Calculation

% of Contract Amount

Based 0n Production Capacity

% of Contract Amount

Based 0n Management Resource Use

% of Contract Amount

Project Estimate Overview

Soft and Hard Direct Costs:

Total Overhead Contribution:

Profit:

Estimate Total:

Standard Estimate Calculation: Soft + Hard Costs = Total Costs x (1+Overhead%) = Project Costs x (1+Profit%) = Estimate Total

File Management

PRINT: Portrait, Margins=Default, Scale=Default