1. Add a Markup for Cost Plus Projects
For Cost Plus projects, apply markups directly within the Cost Budget.
To add a markup:
Navigate to the Cost Budget
Click Add Markup
Select your markup type:
Percent
Bulk amount
Enter the markup amount
Click Save
2. Enable the Revenue Budget for Fixed Price Projects
For Fixed Price projects, markups are applied through the Revenue Budget.
To enable the Revenue Budget:
Go to Settings
Enable Revenue Budget
Click Save
Important: Once the Revenue Budget is enabled, it cannot be removed without deleting all associated markups. Make sure the Revenue Budget setup is what you want before enabling.
3. Calculate Markup in the Revenue Budget (Fixed Price)
After enabling the Revenue Budget, calculate the markup on selected budget lines.
To calculate markup:
Open the Revenue Budget
Select the desired budget lines
Use multi-select
Or select all lines at once
Click Actions
Select Calculate Revenue Budget
Enter the markup percentage
Click Save
Summary
Cost Plus Projects: Add markups directly in the Cost Budget
Fixed Price Projects: Enable and calculate markups in the Revenue Budget
If you have any additional questions please contact support at [email protected].