FALIB® Roll-Up

One current financial view. Every accepted record preserved.

FALIB® Roll-Up combines the accepted estimate and accepted Change Orders into a new job-level financial summary. It updates the consolidated view without changing the estimate, proposal, or any underlying Change Order.

$28,585.32Total Cost
$3,970.62Total Profit
12.06%Job Margin
269.71Sold Labor Hours

Current job position

See the financial effect of accepted changes immediately.

As the job evolves, the Roll-Up shows what was originally accepted, what approved work added, and the new contract and profit position—without forcing the contractor to reconstruct the job manually.

Original Contract$30,867.00Accepted Estimate #9604
Accepted Changes$2,055.41Change Order CO-1
Current Contract Sum$32,922.41The latest accepted job value
Original Profit$3,736.97
Profit Added by CO-1$233.65
Current Consolidated Profit$3,970.62

What Roll-Up does

A controlled consolidation—not a revision of history.

The Roll-Up becomes available after the originating FALIB®-Mr or FALIB®-Sr, estimate, and proposal exist. It then includes accepted Change Orders, when any exist, and recalculates the current job totals.

01 · FOUNDATION

Mr or Sr + accepted estimate

The originating forecast foundation and accepted proposal establish the priced job.

02 · ACCEPTED CHANGES

Change Orders are added

Only accepted Change Orders enter the consolidated financial view; each remains its own record.

03 · NEW SUMMARY

Roll-Up recalculates the job

Contract cost, contract sum, profit, margin, hours, and tax are presented together.

Immutable record rule: a FALIB® report already used in bidding is not revised. A user creates a new report or a new accepted Change Order; the Roll-Up then produces a new versioned summary.

Accepted records included

The reviewer can see exactly what changed the job value.

This example contains one accepted estimate and one accepted Change Order. Their separate values remain visible before the combined result is presented.

Estimate #9604Accepted · Original priced job
$26,785.99
Cost
$30,867.00
Contract Sum
$3,736.97
Profit
Change Order CO-1Accepted · Added scope
$1,799.33
Cost
$2,055.41
Contract Sum
$233.65
Profit

Consolidated economics

Revenue, cost, profit, and margin reconcile in one view.

The Roll-Up does more than add contract values. It preserves the economic categories needed to understand the current job position, including labor, COG(S)/ODC, COM/ROI, and tax.

Sold Labor$28,503.96
COG(S) & ODC$4,051.98
Total Profit$3,970.62

Sold Labor and COG(S)/ODC are shown as shares of the $32,555.94 pre-tax subtotal. Profit is shown as a share of that same scale for comparison.

Versioned audit trail

The UUID connects the foundation, transactions, and Roll-Up version.

The report identifies each included transaction, its acceptance status, and the common FALIB® UUID. The Roll-Up Trail then records the generated date and version of the consolidated output.

Roll-Up Trail

03112ae5-0198-4fce-a560-ce99cee2a02e
Generated07/30/2026
Versionv1
Job9604
Roll-Up ID#8

A reviewer can follow four anchors

  1. Identify the Roll-Up date, version, job number, and UUID.
  2. Confirm each included estimate or Change Order is marked accepted.
  3. Reconcile each record’s contract cost, contract sum, profit, and margin.
  4. Match those records to the new consolidated totals without changing the originals.

Explore the FALIB® suite

Follow the financial record from forecast to job-level reporting.

Illustrative report data. Values shown on this page explain the structure and interpretation of a FALIB® Roll-Up using a representative report. FALIB® outputs depend on end-user inputs, assumptions, transaction status, and report configuration. Roll-Up is a consolidated financial reporting output and does not replace the underlying estimate, proposal, Change Order, contract, or accounting records.