Financial Markup - Add
Updated
Suggested Prior Reading
Financial Markup - Calculation and Display
Financial Markup - Compounding Examples
Financial Markup - Navigation and Layout
Adding a Financial Markup
Financial Markups can be added based on the Status of the item.
If the Status of the item indicates the item can be added or edited, new Financial Markups can be added and will automatically apply to all line items already entered on the Schedule of Values as well as any new line items added.
To Add a Financial Markup
- Access the Financial Markup component by clicking on the Financial Markup from the Form Navigation Menu Options.
- Click the Add Markup Item
button.
The Add Financial Markup form displays.
- Enter the Name of the Financial Markup. This should be a short name or abbreviation as it appears as the column header or row label. This is a required field.
- Enter the Financial Markup Percentage. This is a percentage and percentage formatting is automatically applied. This is a required field.
The rest of the settings for the Financial Markup are optional. If no other changes need to be made, it can just be saved (see below).
- Financial Markups can be set to apply to only certain Cost Codes. Filter by Cost Codes if required:
To filter by Cost Codes when Sub Jobs are turned off, see Financial Markup - Filter Cost Codes (Sub Jobs Off).
OR
To filter by Cost Codes when Sub Jobs are turned on, see Financial Markup - Filter Cost Codes (Sub Jobs On). - Financial Markups can be set to apply to only certain Cost Types. Filter by Cost Types if required, see Financial Markup - Filter Cost Types.
- To display the value of this Financial Markup vertically in the total row (and not as a column on the Line Item), toggle the Vertical option on. See Financial Markup - Vertical.
- To have this Financial Markup compound, i.e. 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.
- To set this Financial Markup to apply only to Change Orders and Change Requests only (and not the main item), toggle the Apply to Changes Only option on. See Financial Markup - Apply to Changes Only.
- To have 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
- 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
- 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.
