Use this dialog box to create markup categories for a contract or Purchase Order. If you link Change Orders or Proposals to this contract, the values entered here will apply to them.
If you entered default markup values on the Project Settings dialog box Markup tab, click the Get Markup button (in the previous window) to fill in the corresponding fields in this dialog box. You can edit these fields. The edited values in this dialog box will override the values from the Project Settings dialog box Markup tab.
Using markup, you can break source costs down into individual cost codes create markup categories for individual cost codes.
Use to spell check the information you enter on the dialog box.
Select whether you are adding a markup row or a subtotal row. Select Subtotal to add a subtotal row to the document. Contract Management adds the markup values in the document and places them in the subtotal row.
Enter a description of the markup category.
Enter the percentage of markup you want to apply to the document.
Enter the fixed amount of markup you want to apply to the document.
Click to open the Select Cost Code dialog box to choose the cost code to which you want to apply the markup value.
Enter any comments in this field.
Click to open the Select Cost Code dialog box to choose a specific source cost code. Contract Management calculates the amount of markup that is applied from the Distributed Value in the Cost Inspector of all cost distributions that match the specific cost code.
You can use wild cards in the Source Cost Code field. Use a question mark (?) to replace one letter, or an asterisk (*) to replace multiple letters. For example, if you have cost codes A1B and A2B, and you enter A?B, it will use both cost codes. Similarly, if you use A*, it will find all cost codes that begin with A.
Click either or from the Markup for Changes dialog box.
On the Change Order document window, select the Summary tab, select the Markup for Changes subordinate tab, and click either or .
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