Set Company Overhead and Margin in an Estimate

OBJECTIVE

To set Company Overhead and Margin in an Estimate in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO SET COMPANY OVERHEAD AND MARGIN IN AN ESTIMATE

A. For a Standard (2-Level) Estimate:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
     
    1. This will automatically open to the Estimating category
  3. Click on the Company Overhead and Margin section at the bottom of the Estimate
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    1. This will open the Markup Settings window
  4. Enter your Company Overhead and Margin
  5. Click Save

B. For an Advanced (3-Level) Estimate:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
     
    1. This will automatically open to the Estimating category
  3. Click on the Company Overhead and Margin section at the bottom of the Estimate
    1. This will open the Company Overhead and Margin section of the Estimate
  4. Enter your Company Overhead and Margin
    1. Changes are automatically saved

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