Financial Markup - Applies to Cost Code
Updated
Suggested Prior Reading
Financial Markup - Applies to Budget Code
Applies to Budget Code - Cost Code
This option displays if the Applies to Budget Code option is turned on (to create a separate line item on the Schedule of Values to display the Financial Markup). See Financial Markup - Applies to Budget Code and Financial Markup - Calculation and Display for more information.
To create the markup as a line item on a Schedule of Values automatically, the Parent/Sub Job (if it is turned on for the project), must be known as well as the Cost Code and Cost Type. This is because the Line item is associated to the Budget with the Parent/Sub Job (if applicable), Cost Code and Cost Type so the system must know what those are in order to automatically create the financial markup line item.
This is help for entering the Cost Code.
If Sub Jobs are turned on for the project, the Parent/Sub Job must be selected before the Cost Code is selected. See Financial Markup - Applies to Parent/Sub Job.
The examples here are for adding a Financial Markup, but it is the same for editing it as well.
Select the Cost Code
- From the Add/Edit Financial Markup Form, when Apply to Budget Code is turned on, click in the Cost Code drop down.
The following is an example of the Sub Jobs turned off:
The following is an example of the Sub Jobs turned on:
If Sub Jobs are turned off, all the Cost Codes applicable to the Project are displayed.
If Sub Jobs are turned on, only the Cost Codes applicable the Parent or Sub Job selected are displayed.
- If the list of Cost Codes is large, optionally, the Cost Code can be searched for
- Type the information to search for in the search bar at the top of the list of Cost Codes
As characters are entered in the search bar, the first item in the list that matches what is entered is highlighted blue. Note* For quick selection, the enter key can just be invoked to select the item highlighted in blue if that is the correct one.
- Type the information to search for in the search bar at the top of the list of Cost Codes
- Click on the Cost Code to select it.
OR
Click Enter to select the Cost Code highlighted blue.
It will display in the Cost Code drop down.
Next Steps
Enter the Cost Type, see Financial Markup - Applies to Cost Type.
