FM forecasting and budgeting

FM forecasting is the multi-year projection of building maintenance spend, built from the asset register and the planned maintenance schedule. It is the basis for reserve fund and capital planning.

FM forecasting is in Beta. Core workflows are live; some sub-features are still settling.

How the forecast is built

PropLink combines:

• The asset register with each asset's expected life and replacement cost.
• The planned maintenance schedule with each event's frequency and cost.
• Historic actual spend to calibrate forecasts against reality.
• Service agreements with their committed annual values.

For each year forward, the forecast totals:

• Routine maintenance (service agreement values, recurring events).
• Reactive maintenance (estimated based on historic baseline).
• Major works (replacements due in that year).
• Compliance works.

Run the forecast

1. Open the site (or estate) and click FM → Forecast.
2. Pick the horizon (5, 10, 20 years).
3. Pick the inflation assumption (default RPI plus 1%).
4. Review the year-by-year forecast.

Reserve fund implications

Compare the forecast against the current reserve fund balance and the planned annual contribution:

• If the reserve fund will deplete before a major works year, the report flags the gap.
• If the reserve is consistently in surplus, you may be over-collecting.

Use the report to set realistic reserve contributions year by year.

Export

PDF for client packs and tribunal evidence (long-term plans often appear in tribunal cases). Excel for further modelling.

Limits during beta

• Forecasts above 20 years are unreliable due to compounding inflation assumptions.
• Multi-currency forecasts aggregate at the default rate; complex cross-currency portfolios may need bespoke models.