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Financial Markup - Edit

Updated by Customer Service

Suggested Prior Reading

Financial Markup - Overview

Financial Markup - Calculation and Display

Financial Markup - Compounding Examples

Financial Markup - Navigation and Layout

Editing a Financial Markup

Financial Markups can be edited based on the Status of the item.

If the Status indicates they can be edited, Financial Markups can be edited and any changes will also automatically apply to all line items already entered on the Schedule of Values as well as any new line items added.

Not all the information on a Financial Markup may be changed. The items that can be changed depend on whether this has been used on a Schedule of Values and that status of that Schedule of Values.

To Edit a Financial Markup
  1. Access the Financial Markup component by clicking on the Financial Markup from the Form Navigation Menu Options.
  2. Hover on the row of the Financial Markup to edit.
  3. Click the Edit button.

The Edit Financial Markup form displays.

  1. Change the Name of the Financial Markup if required. This should be a short name or abbreviation as it appears as the column header or row label. This is a required field.
  2. Change the Financial Markup Percentage if required. This is a percentage and percentage formatting is automatically applied. This is a required field.
  3. Financial Markups can be set to apply to only certain Cost Codes. Turn on or off, Filter by Cost Codes if required and/or which Cost Codes to filter by:
    To set the filter by Cost Codes when Sub Jobs are turned off, see Financial Markup - Filter Cost Codes (Sub Jobs Off).
    OR
    To set the filter by Cost Codes when Sub Jobs are turned on, see Financial Markup - Filter Cost Codes (Sub Jobs On)
  4. Financial Markups can be set to apply to only certain Cost Types. Turn on or off, Filter by Cost Types if required and/or which Cost Types to filter by, see Financial Markup - Filter Cost Types.
  5. To change the display the value of this Financial Markup i.e. either vertically in the total row or not vertically so that it is a column on the Line Item), toggle the Vertical option on. See Financial Markup - Vertical.
  6. To turn on or off compounding for this Financial Markup, so that it calculates the Markup Amount for this including the markup value from the previous Financial Markup, toggle the Compounding option on. See Financial Markup - Compounding.
  7. To turn on or off applying this Financial Markup to apply only to Change Orders and Change Requests or not, toggle the Apply to Changes Only option on. See Financial Markup - Apply to Changes Only.
  8. To turn on or off display of this Financial Markup appear as a separate Line Item, toggle the Apply to Budget Code option on. See Financial Markup - Applies to Budget Code.
Save the Financial Markup in the list
  1. Click the Save button to save the Financial Markup in the Financial Markup list. Note* it is not yet saved until the entire item is saved (see below).
    OR
    Click the Close button to close the form without saving the information.

The Financial Markup list displays. Additional Markups can be added, edited or deleted or the order changed, see More Information below. However, the entire item must be saved before any of the Financial Markup changes are saved.

Save the Item including the Financial Markup
  1. Maintain the Financial Markups further as required (see More Information below).

OR

Click the Save button to save all the information about the Item including the Financial Markup(s).

OR

Click the Save & Email button to save all the information to save all the information about the Item including the Financial Markup(s) and send an email with a link to the item in JobPlanner. The Item is also added as an attachment in PDF format.

OR

Click the Close button to close the form without saving the information.

See Financial Markup - Navigation and Layout for more information on the Save, Save & Email and Close buttons.

More Information

Add Financial Markup, see Financial Markup - Add.

Edit Financial Markups, see Financial Markup - Edit.

Set the order the Financial Markups display or are used in Compounding, see Financial Markup - Setting the Order.

Delete a Financial Markup, see Financial Markup - Delete.

Next Steps

View or Maintain the Schedule of Values with Financial Markups, see Schedule of Values - Overview.

Change the other information about the item, see Financial Markup - Where Used for links.

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