Financial Markup - Delete

Updated 2 days ago by Customer Service

Suggested Prior Reading

Financial Markup - Overview

Deleting a Financial Markup

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

If the Status indicates they can be deleted, Financial Markups can be deleted and the Financial Markup is automatically removed from the Schedule of Values and recalculated.

To Delete a Financial Markup

1. Access the Financial Markup component by clicking on the Financial Markup from the Form Navigation Menu Options. See Financial Markup - Navigation and Layout for more informaiton.
2. Hover on the row of the Financial Markup to delete.
3. Click the Delete button.

1. A confirmation prompt appears confirming the delete. Click the Delete button to confirm the delete.
2. 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.

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

Next Steps

If maintaining Financial Markups for Contracts, see Contract List - Overview.

If maintaining Financial Markups for Contract Change Orders, see Contract Specific Change Orders List - Overview.

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